Senior Manager, Capital Markets Transformation - 2236384
New York, NY, USA
Candidates must reside in the New York City metro area and be available to travel as required to meet business needs.
What You Will Do:
- Lead Capital Markets transformation initiatives across front, middle, and back-office functions, with emphasis on:
- Trade lifecycle management
- Trade capture, verification, and confirmation
- Settlements and clearing
- Collateral, margin, and treasury operations
- Client onboarding
- Regulatory operations
- Assess current-state operational workflows to identify process weaknesses, control gaps, and opportunities for redesign or automation.
- Develop future-state operating models and transformation roadmaps aligned to industry best practices, regulatory expectations, and evolving market infrastructure.
- Partner with technology teams to modernize key platforms supporting trading, market operations, and support functions (e.g., trade processing, settlements, data platforms).
- Strengthen data flow and operational controls, improving data quality, exception management, and reporting across the trade lifecycle.
- Translate complex operational data into actionable insights, creating interactive dashboards and visualizations (e.g., Power BI) to surface trends, root causes, and performance metrics.
- Identify workflow optimization and automation opportunities, including process digitization, workflow tools, RPA, and operational risk/control enhancements.
- Lead end-to-end project delivery, including scoping, resourcing, budgeting, issue/risk management, and execution of deliverables.
- Build and maintain strong relationships with client stakeholders, ensuring alignment, transparency, and delivery excellence.
- Exercise independent decision-making across engagements-strategy, risk identification, issue resolution, and quality assurance.
- Proactively identify business development opportunities and support client pursuit efforts to expand market presence.
- Recruit, train, mentor, and develop high-performing team members
Minimum Qualifications:
- Bachelor's degree
- 8+ years of relevant professional experience, with significant exposure to capital markets transformation, including trade lifecycle processes, market operations, and related functions.
- Experience in a client-facing consulting or advisory role, leading complex workstreams or large-scale projects
- Strong technical understanding of capital markets, including:
- Trading products
- Trade capture through settlement
- Market infrastructure
- Operational control frameworks and regulatory requirements
- Demonstrated experience in operational transformation, including process redesign, operating model development, platform modernization, and workflow/automation tools
- Experience working with large global banking institution
Preferred Qualifications:
- Master's Degree
- Demonstrated success in business development and contributing to practice or revenue growth
- Experience working at a Big Four firm
#LI-NYC
#LI-BM
New York City Pay Transparency
Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
New York Salary Range:
NY Minimum Salary (USD)
$ 162,900
NY Maximum Salary (USD)
$ 275,660
With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.
We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.
About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
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Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
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