Transaction Management Ops Consultant

About the role

This job is responsible for independently processing complex transactions supporting the movement of account assets and other fulfillment processing. Key responsibilities include end-to-end ownership of issue resolution, working across multiple operations and product specialists, and ensuring procedures are clearly documented and up to date. Job expectations include supporting projects, initiatives and preparing executive-level reports and presentations.

The Strategic Initiatives team within Global Equity Operations is responsible for driving transformational change across the Institutional Trade Processing organization. This role serves as a key partner to Operations, Technology, Front Office, Risk, Compliance, Finance, and Industry Utilities to design and implement strategic solutions that improve operational efficiency, strengthen controls, reduce risk, and enhance the client experience. The successful candidate will lead complex cross-functional initiatives impacting the institutional equity trade lifecycle, including trade capture, allocations, affirmations, matching, settlement, inventory management, exception processing, and regulatory compliance. The role requires a combination of strategic thinking, project management, operational expertise, and strong stakeholder management skills. The candidate will play a critical role in delivering operational transformation initiatives, supporting regulatory and market structure changes, driving automation opportunities, and ensuring the organization remains scalable and resilient in an evolving marketplace.

Responsibilities

• Leads end-to-end resolution of complex client issues and inquiries, including research, escalation and approvals for items with high levels of monetary risk
• Drives execution of complex financial and non-financial client transactions
• Supports process improvements, requirements, and initiatives across multiple stakeholders
• Performs quality assurance reviews, testing, and training to ensures high performance accuracy of performance metrics and quality standards
• Supports risk management and audit processes, including identification of issues, development of mitigation strategies, and exam preparation
• Reviews and updates written procedures to ensure accuracy
• Supports operational team projects and production of executive-level reports and presentations for senior management as needed
• Lead strategic initiatives supporting the Institutional Trade Processing organization across global equity markets
• Partner with Technology teams to define business requirements and deliver operational improvements, automation solutions, and system enhancements
• Identify opportunities to improve Straight Through Processing (STP), reduce manual intervention, and mitigate operational risk
• Manage large-scale projects associated with regulatory change, market structure developments, settlement modernization, and industry initiatives
• Conduct end-to-end reviews of operational workflows to identify process gaps, control weaknesses, and efficiency opportunities
• Develop business cases, project plans, executive presentations, and progress reporting for senior management
• Coordinate implementation activities across