Business Execution Consultant (Securities Operations)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Business Execution Consultant (Securities Operations): Managing and optimizing trade lifecycle and securities operations workflows with an accent on prompt engineering and AI enablement for operational efficiency. Focus on designing structured AI prompts, mapping complex operational workflows, and mitigating operational risk.
Location: Hybrid in Charlotte, NC
Salary: $55 - $60/hr on W2
Company
is a professional staffing and consulting firm providing specialized talent and business execution services.
What you will do
- Lead complex lifecycle initiatives and cross-functional projects within Securities Operations, including AI-enabled optimization.
- Translate operational processes into structured, scalable frameworks that support knowledge reuse and AI-driven solutions.
- Review and analyze large-scale operational challenges, evaluating multi-faceted factors to implement solutions.
- Manage expertise in key processes including client onboarding, cash payments, funding, and general ledger reconciliation.
- Collaborate with mid-to-senior managers to resolve complex issues and drive new strategic initiatives.
- Monitor daily securities and cash-related production work to ensure team effectiveness and risk mitigation.
Requirements
- Location: Must be based in or able to work hybrid in Charlotte, NC
- 5+ years of experience in Securities Operations.
- 4+ years of experience in Business Execution, Implementation, or Strategic Planning.
- Proficiency in prompt engineering and AI enablement (e.g., Copilot) to design structured, accurate outputs.
- Strong ability in operational process mapping and breaking down complex workflows.
- Expertise in data structuring and normalization using Excel or similar tools.
Nice to have
- Experience implementing AI or Copilot solutions in a live operational environment.
- Experience with automation tools such as Power Automate or SharePoint.
- Previous experience in contact center or frontline support environments.
- Prior experience with the end-client's internal systems and processes.
Culture & Benefits
- Access to comprehensive health benefits including medical, dental, and vision.
- Retirement planning through 401K contributions.
- Paid Time Off (PTO) and sick leave as mandated by state and local laws.
- Opportunity for contract extension or conversion to a full-time role.
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