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Associate Director, Business Transformation Project Manager
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Full-time
professional certificate
Market Compensation, Benefits Package
Posted 35d ago
~40 hrs/week
Responsibilities
Drive cross-functional initiatives to enhance scalability, efficiency, and the control environment of the firm. Translate strategic priorities into executable plans and design streamlined processes to reduce operational risk.
Requirements
Requires 4-6 years of project management or business transformation experience within the financial services industry. Proficiency in process mapping tools and a strong ability to decompose complex operational challenges are essential.
Full job description
The Opportunity
The Business Transformation Project Manager will play a central role in driving cross-functional initiatives that enhance the scalability, efficiency, and control environment of the firm.
You will partner cross functionally to design and implement process improvements and transformation initiatives. You will be responsible for translating strategic priorities into executable plans, ensuring that projects are delivered effectively and aligned with the firm’s broader objectives.
The role carries end-to-end responsibility for driving complex initiatives—from initial problem definition through execution—while building scalable processes and frameworks that support the firm’s continued growth.
What You'll Do
Project Management & Execution
Identify, mobilize and drive cross-functional projects from conception through completion
Manage project timelines, resources, and stakeholder communications
Coordinate with various departments including Technology, Operations, Compliance, Risk, Finance, Legal
Track project metrics and provide regular status updates to senior leadership
Ensure projects align with strategic business objectives and regulatory requirements
Process Optimization & Analysis
Conduct comprehensive process mapping and workflow analysis across departments
Identify bottlenecks, redundancies, and optimization opportunities using data-driven approaches
Develop visual process maps and workflows to drive decision-making
Break down complex operational challenges into manageable, actionable components
Design and implement streamlined processes that enhance efficiency and reduce operational risk
Technology & Systems Integration
Support with technology-driven transformation initiatives
Document standard operating procedures (SOPs) and training materials
Strategic Support
Support OKR (Objectives and Key Results) framework implementation and tracking
Contribute to strategic planning initiatives across all business pillars and functions
What We're Looking For
Experience & Background
4-6 years minimum of project management and/or business transformation experience
Financial Services industry experience required
Proven track record in structured finance, capital markets, or fintech environments preferred
Process Mapping Expertise: Proficient in creating visual workflows using tools like Visio, Lucidchart, or similar platforms
Project Management: Experience with managing and executing multiple projects at once
Problem Decomposition: Ability to break complex problems into smaller, manageable work streams
Data Analysis: Comfortable with Excel, process analytics tools, and basic SQL knowledge preferred
Documentation: Strong technical writing and process documentation skills for creating documentation, process guides, and training materials
Preferred
PMP or Prince2 Qualifications
Knowledge of structured finance products (commercial paper, swaps, derivatives)
Experience with regulatory frameworks (SEC, MiFID 2, SBSD, CFTC) a plus
How You Work
You operate as a self-starter, taking initiative and driving work forward independently while maintaining strong alignment with stakeholders.
You approach problems with a structured, solutions-oriented mindset, proactively identifying inefficiencies and driving practical, effective resolutions.
You are highly execution-focused, with a hands-on approach and a bias toward delivering outcomes rather than just coordinating activity.
You maintain a high level of attention to detail, ensuring accuracy and consistency even in fast-paced, high-pressure environments.
You communicate clearly and effectively across all levels of the organization, translating complexity into actionable insights and maintaining transparency on progress and risks.
You are adaptable and responsive, able to operate effectively in a dynamic environment with evolving priorities and competing demands.
Who We Are
Nearwater Capital is a rapidly growing and innovative specialty finance company headquartered in New York City with a global presence and client base. Established in 2017, Nearwater has distinguished itself as a leader in delivering thoughtful, solutions-based financing to some of the largest financial institutions and financial services firms in the world.
Nearwater offers an attractive market compensation and benefits package. As a creative, intellectual capital firm, Nearwater is proud to be 100% work from office.
Innovation and experience delivering client driven solutions
Industry
Financial Services
Company size
51-200 employees
Founded
2017
Headquarters
New York
Nearwater Capital is a specialty finance company that is focused providing financing to Sponsors for Risk Retention interests. Nearwater has a unique understanding of both the Dodd-Frank Sponsor requirements and structured asset finance.
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