Director, Business Management, Funding, Liquidity & Payment Services

Job Description

What is the opportunity?

Drive design, execution, and ongoing management of the Funding, Liquidity & Payment Services (FLP) team’s strategic agenda. This includes supporting senior leadership in the development, planning, and execution of business-line specific priorities.

• Strategic Advisory & Planning:
  Develop and implement operating plans aligned with FLP, COO, and Capital Markets-wide strategic objectives, monitor progress through established metrics and benchmarks, and adjust strategies to drive business performance.
• Strategic Advisory & Planning:
  Manage the setting, tracking, and communication of organizational OKRs, ensuring clear alignment with strategic priorities and facilitating regular updates with strong strategic insight.
• Strategic Advisory & Planning:
  Conduct comprehensive analysis using analytical frameworks and methodologies to develop robust recommendations on business priorities, resource allocation, and strategic trade-offs.
• Strategic Advisory & Planning:
  Proactively identify obstacles, risks, and emerging issues; analyze root causes; and develop solutions to sustain momentum on key initiatives and work streams.

• Relationship & Stakeholder Management:
  Serve as a trusted strategic advisor to senior leaders across LFP and partner with Front Office, central Business Management, Finance, and other key functions, providing objective counsel and data-driven insights to support informed decisions.
• Relationship & Stakeholder Management:
  Build and maintain collaborative relationships across COO Group, fostering alignment and coordinated action among business units and partners to advance strategic initiatives.
• Relationship & Stakeholder Management:
  Lead the planning and execution of strategic leadership meetings and forums to foster alignment and cross-functional coordination.

• Operational Planning & Performance Management:
  Own performance management reviews in partnership with Finance (budgeting, forecasts).
• Operational Planning & Performance Management:
  Coordinate annual performance planning cycles, including bonus planning, year-end reviews, and related talent discussions.
• Operational Planning & Performance Management:
  Design and maintain scorecards and dashboards to provide visibility into organizational performance and enable data-driven decision-making.

Must have

• Minimum 8+ years in business management, strategy, operations, or finance roles with demonstrated experience in strategic planning, cross-functional coordination, and executive-level support.
• Strong knowledge of financial planning, budgeting, variance analysis, and business economics; ability to interpret financial statements and translate data into strategic insights.
• Advanced proficiency in Excel (modeling, data analysis, complex formulas) and PowerPoint (executive-level presentations); familiarity with BI and analytics tools.
• Proven skills in storyboarding and developing materials used in executive decision making.
• Proven ability to build credibility and influence with senior leaders; excellent written and verbal communication; ability to navigate competing priorities and build consensus.
• Ability to synthesize complex information, identify root causes, think systemically, and develop actionable recommendations aligned with objectives.
• Experience conducting structured analysis, using data to inform decisions, and challenging assumptions constructively.

• Nice to have
  :
  Prior experience in investment banking, trading, wealth management, or other Capital Markets functions; familiarity with CM business models and regulatory environment.
• Experience driving organizational change initiatives and adoption of new processes.
• Familiarity with project management methodologies (Agile, Waterfall).
• Prior experience implementing or managing OKR frameworks or balanced scorecards at scale.

We strive to deliver trusted advice to help clients thrive and communities prosper. We value collaboration, development, and making a positive impact.

• A comprehensive Total Rewards Program including competitive compensation and benefits (401(k) with company matching, health, dental, vision, life,…