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Senior Manager, Capital Markets Transformation

Forvis
New York City, United Statesfull_timeVerifiedPosted 14 Jul 2026

About the role

General information

Name
Senior Manager, Capital Markets Transformation
Posting Title
Senior Manager, Capital Markets Transformation
Ref #
2236384
Date Published
Thursday, February 5, 2026
City
New York
State
New York
Country
United States
Job Category
Risk Advisory
Advertised Location
US-NY-New York
Working time
Full Time

Description & Requirements

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 visual

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Company

Forvis

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