Director- Tech-Enabled Finance Transformation (Asset Management)

About the position 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 today’s challenges and deliver present and future value. Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here. As a Director in CrossCountry’s 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, you’ll bring your experience and functional knowledge to deliver tailored solutions that help our clients solve today's challenges and set the foundation for future success.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Requirements

• 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
• Bachelor’s degree
• 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)

Nice-to-haves

• CFA, CAIA, CPA, or PMP preferred

Benefits

• 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.

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