Associate Director - Business Transformation (Banking & Capital Markets) (NY)

AI overview

Deliver tailored integrated solutions for clients in the capital markets through comprehensive analysis and innovative AI-enabled methodologies, while developing junior team members.
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. By joining our rapidly growing Business Transformation – Banking and Capital Markets practice you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. As an Associate Director at CrossCountry Consulting you will be responsible for a mix of client delivery, leading teams and developing junior team members, and participating in business development activities. What You'll Do:
  • Working with high-performing teams to analyze, evaluate and enhance our clients’ capital markets businesses, including processes, governance, data and technologies
  • Interface with clients at all levels of an organization to help them solve their most challenging questions and support the Capital Markets practice in developing new offerings and thought leadership to take to market, enhancing our capabilities and services
  • Strong understanding of how capital markets firms operate across the trade life cycle (e.g., derivatives, securities) and corporate functions (e.g., product control, finance & regulator reporting, market/credit risk, compliance, etc.); and tools that are used across front, middle and back office such as Murex. Understanding of risk models and model validation process is a plus
  • Conduct current state/future state gap analysis for individual business areas
  • Develop business process flows using standard flowcharting methodology in tools such as Microsoft Visio
  • Conduct requirements gathering/scoping sessions with clients, and provide all necessary documents (e.g. Meeting notes, Business Requirements Documentation, Functional Specifications, etc.)
  • Develop report specifications showing data fields required, where sourced and any formulas or algorithms required to produce report
  • Drive project management activities including status reporting or maintain RAID logs, and able to conduct scrum meetings for defect / development management
  • Create system test plans and perform testing, being familiar with testing tools such as JIRA
  • Assist clients in defining and performing user acceptance tests and ensure functionality matches user requirements
  • Provide insight to clients’ teams in industry leading practices
  • Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
  • Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
  • Assist with training and other change management activities, including development of materials/communications
  • Support CrossCountry leadership team on internal projects, including but not limited to the following: sales/marketing initiatives, recruiting, and organizational development
  • What You'll Bring:
  • Bachelor’s degree (or higher) in Accounting, Business, Finance, Information Systems, Information Technology, or other technical discipline
  • 9+ years in Big Four or equivalent background working at a financial services company or comparable experience working as an advisor to a financial services organization
  • Strong strategic planning skills with past experience working with C-Suites executives to build out Organizational Level Strategic Roadmaps.
  • Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities
  • Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management
  • Strong understanding of capital markets across the trade and client life cycle, and typical systems and downstream processes (Risk, Finance, Compliance)
  • Background in either finance optimization, operations improvement, business process improvement, change management, program/project management, acquisition and divestiture implementation and/or regulatory compliance
  • Business acumen with a strong understanding of business processes, as well as information systems
  • Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
  • Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
  • Professionalism and discretion in interacting with executives and clients
  • Excellent verbal and written communication skills
  • Strong attention to detail and organizational skills
  • #LI-CD1
    #LI-Hybrid

    For applicants located in New York, CrossCountry 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 including but not limited to, skills, experience, education, licenses, certifications, business needs, and internal equity. An estimate of the current range is $120,000 - $254,000 per year + annual bonus + additional benefits.

    Benefits Summary
    The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.

    Equal Employment Opportunity (EEO)
    CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. 

    As an equal opportunity employer, CrossCountry is fully committed to comply 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.
      

    Perks & Benefits Extracted with AI

    • Health Insurance: Comprehensive healthcare options, including medical, dental, and vision coverage
    • Home Office Stipend: Technology stipends
    • 401(k) matching: 401(k) with company matching
    • Paid Parental Leave: Generous parental and maternity leave policies
    • Wellness Stipend: Wellness reimbursement programs

    A trusted business advisory firm that provides customized finance, accounting, HR, risk, operations and technology consulting services to leading organizations.

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    Salary
    $120,000 – $254,000 per year
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