About the team:

Capital Markets is part of Capco’s DNA. In fact, the Capco name was inspired by this domain. The Capital Markets team delivers expert consulting skills and deep product and functional knowledge across all areas of the front office, operations, technology, risk, finance and compliance. Our clients include the largest investment banks, global universal banks and capital markets divisions from regional banks across the country and around the globe.

Our delivery expertise spans across launching new lines of business, coordinating high-impact regulatory response programs, leading complex integration projects and analyzing the dependencies in an application rationalization effort. We have a consistent track record in helping clients with significant cost reductions and ensuring our clients grow, change and compete.’

About the Job:

The ideal candidate will have some CRM and Salesforce experience in financial services with a desire to optimize productivity and nurture program success, design critical performance metrics and objectives and see them through inception to completion and bring their Salesforce experience to bear in key projects and initiatives. Additionally, this candidate will also play a Chief of Staff role, working closely with the program lead, with responsibility for managing critical stakeholder relationships in technology and across three lines of business, managing meetings, developing presentations, defining strategy for the program, and driving employee engagement.

What You’ll Get to Do:

Manage all Technology and Business-facing program reporting, including creation and delivery of all program presentations
Own all program-level meetings inclusive of Technology meetings and regular and ad-hoc updates to the Business
Leverage Salesforce knowledge and experience to strategize program initiatives that adhere to organizational objectives and take advantage of Salesforce functionality
Provide oversight of budget and financials and ensure delivery against established business goals and objectives
Provide oversight of workforce management and manage project teams and vendors for optimal return on investment
Work with program leadership to identify risks and opportunities across multiple projects
Develop communications for the program lead

What you’ll bring with You:

4+ years of experience in a large financial organization or consulting firm focused on Project & Program Management within the Equity, Fixed Income or Investment Banking businesses
Knowledge and experience of CRM/Salesforce product and best practices and methodologies
Strong leadership and interpersonal skills, ability to work with teams and stakeholders of different backgrounds and time zones in a multicultural environment
Experience working with Agile teams and use of tools such as Jira, Confluence etc.
Excellent communication, negotiation, organization, decision making, and problem-solving skills. Ability to articulate and present different points-of-views
Bachelor's degree

Why Capco? 

A career at Capco is a chance to help reshape the competitive landscape in financial services. We launch new banks, transform existing ones, and help our clients navigate complex change. As consultants, we work on the front-end business design all the way through to technology implementation.

We are the largest Financial Services focused consultancy in the world, serving everyone from global banks to emerging FinTechs, from strategy through digital transformation, design, business consulting, data and analytics, cyber, cloud, technology architecture, and engineering.

Capco is a young and growing firm. We maintain an entrepreneurial spirit and growth mindset and have minimal bureaucracy. We have no internal silos that get in the way of your career opportunities or ability to focus on our clients and make a difference to the business. We offer the opportunity for everyone to learn rapidly, take on tough challenges, and get promoted quickly. We take pride in our creative, collaborative, diverse, and inclusive culture, where everyone can #BYAW.

We offer highly competitive benefits, including medical, dental and vision insurance, a 401(k) plan, tuition reimbursement, and a work culture focused on innovation and creation of lasting value for our clients and employees.

Ready to take the Next Step?

If this sounds like you, we would love to hear from you. This is an opportunity to make a difference and contribute to a highly successful company with a significant growth trajectory.

The estimated salary range for this position in NY is $106k – $140k plus potential bonus and benefits.

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Salesforce Program Manager - Capital Markets

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