Director- Tech-Enabled Finance Transformation; Asset Management

Director
- Tech-Enabled Finance Transformation (Asset Management)

Apply for the Director
- Tech-Enabled Finance Transformation (Asset Management) role at Cross Country Consulting. Cross Country is dedicated to creating a positive experience for clients and employees alike, with a focus on collaboration, enthusiasm, generosity, and perseverance. The firm’s advisory solutions span accounting and risk, technology-enabled transformation, and transactions, partnering with clients to solve today’s challenges and deliver future value.

As a Director in the Financial Services Practice, you will support large Asset Managers, Wealth Managers, Private Equity firms, Credit Funds, and CLO Issuers in improving middle and back‑office operations, including target operating model design and implementation, financial reporting and data analytics, risk and compliance frameworks, fund accounting, system selection and implementation, data integration, AI, and third‑party vendor selection and transition.

• Lead the development and delivery of services across asset‑management projects, spending significant time on project management, staffing, and quality assurance.
• Act as a subject matter expert in asset management, private credit, and private equity, interacting with clients to determine needs and develop plans for operational improvement.
• Contribute to developing and implementing firm‑approved, AI‑enabled solutions for clients, staying informed about emerging AI tools and collaborating with firm leadership to identify compliant opportunities.
• Act as a key leader in the Financial Services practice, managing client accounts, work plans, staffing, budgets, and fostering client relationships to ensure high‑quality service.
• Manage teams by tracking performance, encouraging continuous improvement, and resolving issues and project conflicts.
• Develop and execute business‑development strategies, leading proposals, presentations, contract negotiations, and driving revenue growth through client opportunities and account planning.
• Represent the firm at industry events, build referral relationships, and develop new methodologies and service offerings.
• Participate in firm initiatives such as recruiting, training, and knowledge sharing.

• 15+ years of experience in consulting or internal transformation roles.
• Asset‑management experience, including complex fund structures and reporting.
• Familiarity with platforms such as Investran, eFront, iLevel, Allvue, and others.
• Comfort with AI: demonstrated ability to responsibly explore and adopt firm‑approved AI tools to enhance productivity and innovation.
• Continuous learning mindset with openness to emerging technologies, including AI and automation.
• Demonstrated success in business development and team leadership.
• Bachelor’s degree; CFA, CAIA, CPA, or PMP preferred.
• Willingness to travel up to 30%.
• Based in the DC area; candidates must reside locally and be available to work in the office on a hybrid schedule (minimum three days per week).

For applicants located in Chicago, Cross Country Consulting is required to include an estimate of the compensation range for this role. The following range takes into account a wide range of factors: $183,000 – 356,000 per year + annual bonus + additional benefits.

The Cross Country total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; a 401(k) with company matching; generous parental and maternity leave policies; technology stipends; and wellness reimbursement programs. For detailed benefits information, visit Cross Country Benefits.

Cross Country provides equal employment opportunities to all employees and applicants for employment and believes respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal‑opportunity employer, Cross Country is fully committed to complying with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression, or any other protected characteristic.

The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.