Manager - Business Transformation - Capital Markets

The Role:

Our Business Transformation team works with clients in the Capital Markets and Financial Services industries to solve their most challenging strategic problems.

This could mean leading a business process redesign for a trading desk, implementing new regulatory compliance solutions, or helping a global investment manager modernize client reporting.

This role is ideal for someone with a curious mindset who thrives on solving complex problems, aligning stakeholders, and driving organizational adoption of new processes and technologies. You’ll act as a trusted advisor to senior leaders while rolling up your sleeves to deliver solutions that stick.

• Conduct business process analysis and design future-state processes for Capital Markets operations, trading, and investment management functions.
• Lead workshops with stakeholders across trading, operations, compliance, and portfolio management to align requirements and translate them into actionable solutions.
• Drive process optimization and operating model redesign to improve efficiency, effectiveness, and regulatory compliance.
• Guide clients from ideation through implementation of new systems, reporting tools, or operational workflows, with a focus on user adoption and sustainable change.
• Partner with technology teams to ensure business needs are reflected in system design and implementation.
• Support change management efforts, including training, communications, and adoption strategies, for complex financial products and processes.
• 6+ years of consulting or industry experience in business transformation, solution design, or process optimization.
• Strong background in business process design, change management, and transformation initiatives.
• Proven ability to manage stakeholders and communicate effectively with cross-functional teams and senior leaders.
• Experience working with or alongside technology teams, with comfort in bridging business and technical needs.
• Familiarity with data-driven decision-making and how data informs process design.
• Knowledge of financial products (derivatives, equities, fixed income, FX, commodities, etc.) and or relevant industries such as investment banking, custody, fund administration, or asset management.
• A track record of delivering complex projects where organizational adoption was critical to success.
• Competitive salary with performance-based bonus
• PTO, holidays, and sabbatical program
• Health, dental, vision, and life insurance
• Retirement plan with company match from day one
• Learning and professional development support
• Small-firm culture with direct access to leadership