Director- Tech-Enabled Finance Transformation (Asset Management)
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 todays challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000s Fastest Growing Companies and Glassdoors Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
As a Director in CrossCountrys Financial Services Practice you will support large Asset Managers Wealth Managers Private Equity firms Credit Funds and CLO Issuers in improving middle and back-office operations functions including target operating model design and implementation financial reporting and data analytics risk and compliance frameworks fund accounting system selection and implementation data integration AI and third-party vendor selection and transition.
By joining our Business Transformation practice youll bring your experience and functional knowledge to deliver tailored solutions that help our clients solve todays challenges and set the foundation for future success.
What Youll Do:
- Client Delivery:
- Lead the development and delivery of services across asset management projects.
- Spend significant time on project management staffing and quality assurance.
- Be recognized as a subject matter expert in asset management private credit and private equity.
- Interact with clients to determine needs and develop plans for operational improvement.
- 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.
- Leadership:
- Act as a key leader in the Financial Services practice.
- Manage client accounts work plans staffing and budgets.
- Foster client relationships and ensure high-quality service.
- Manage teams by tracking performance and encouraging continuous improvement.
- Resolve issues and project conflicts.
- Business Development:
- Develop and execute business development strategies.
- Lead proposals presentations and contract negotiations.
- Drive revenue growth through client opportunities and account planning.
- Represent the firm at industry events and build referral relationships.
- Develop methodologies and new service offerings.
- Team Leadership:
- Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.
- Participate in firm initiatives like recruiting training and knowledge sharing.
What Youll Bring:
- 15 years of experience in consulting or internal transformation roles
- Asset management experience including complex fund structures and reporting
- Familiarity with platforms like Investran eFront iLevel Allvue and others.
- 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
- Demonstrated success in business development and team leadership
- Bachelors degree; CFA CAIA CPA or PMP preferred
- Willingness to travel up to 30%
- This role is based in the DC area; candidates must reside locally and be available to work in the office on a hybrid schedule (minimum of three days per week)
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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: Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employeesand 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.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
Director
Key Skills
- Accounting Software
- Forecasting
- Ellucian
- Financial Report Writing
- GAAP
- Accounting
- Corporate Finance
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Management
- Financial Planning
About Company
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