Senior Manager, Capital Markets Transformation

Candidates must reside in the New York City metro area and be available to travel as required to meet business needs.

Responsibilities

• 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.

Requirements

• 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 or consultative 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 institutions.

Preferred Qualifications

• Master's Degree
• Demonstrated success in business development and contributing to practice or revenue growth.
• Experience working at a Big Four firm.

About the Company

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, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally. With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

Benefits

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service.

Pay

Pursuant to the pay transparency laws of New York State and other local ordinances, the salary range for this role in the New York market is $149,300 to $229,700. The salary will be based on the experience, education, and skill set of the individual. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave.