Business Execution Consultant III/IV, Brokerage System Implementation Project Manager

Location: Charlotte, NC, Uptown

Work Model: Hybrid, 3 days onsite per week, typically Monday, Tuesday, and Thursday Contract: 12-month W2 contract with potential to extend

Desired Start Date: ASAP

Job Description

Calculated Hire is seeking a Business Execution Consultant III/IV to support a large financial services client in Charlotte, NC. This role will support the implementation of a new vendor application focused on brokerage accruals, trade reconciliation, invoice validation, and settlement/payment processing.

This is a project execution role supporting an operations-focused system build. The consultant will help coordinate the implementation of a vendor platform that receives trade data from upstream systems, applies broker-specific rate cards, calculates brokerage fees, supports accrual and accounting outputs, and helps reconcile broker invoices for payment.

The ideal candidate does not need to be a deep brokerage or capital markets product expert. This role is best suited for someone with strong project management or project coordination experience, an operations mindset, and the ability to manage deliverables across business, operations, technology, and vendor teams.

Responsibilities

• Lead day-to-day project execution for the brokerage accruals, reconciliation, and settlement system implementation.
• Build and maintain project plans, milestone trackers, issue logs, dependency trackers, and status updates.
• Coordinate across Operations, Technology, Front Office, Middle Office, and vendor teams to keep deliverables moving.
• Partner closely with brokerage operations stakeholders to understand current reconciliation, invoice validation, and payment workflows.
• Track required trade attributes, product mapping, data feed delivery, and system integration progress.
• Support coordination around broker-specific rate cards, fee calculation logic, accrual outputs, invoice reconciliation, and payment processing.
• Monitor upstream data feed issues, missing attributes, mapping gaps, defects, and remediation efforts.
• Run recurring project meetings, document follow-ups, drive accountability, and escalate risks or blockers when needed.
• Support UAT planning, test script development, test execution coordination, defect tracking, vendor issue calls, and go-live readiness.
• Create weekly project status materials, including project plans, PowerPoint updates, and executive-level “project on a page” reporting.
• Help ensure operational readiness as the new system is rolled out across products and asset classes.

Required Skills

• Strong project management, project coordination, business execution, or business analysis experience within financial services, operations, technology implementation, or data-driven projects.
• Experience coordinating work across business, operations, technology, and vendor stakeholders.
• Experience creating and managing project plans, milestone trackers, RAID logs, issue trackers, meeting notes, PowerPoint decks, and status updates.
• Understanding of reconciliation, payments, settlements, invoice validation, financial operations, or related operational workflows.
• Ability to track data requirements, data feeds, system attributes, mapping efforts, defects, dependencies, and implementation deliverables.
• Strong Excel skills with the ability to compare inputs and outputs, review data, track issues, and support validation or reconciliation efforts.
• Strong PowerPoint and documentation skills, including the ability to create clear status updates for managers and senior stakeholders.
• Experience supporting UAT planning, test case creation, test execution, defect tracking, and implementation readiness.
• Excellent communication skills with the ability to run meetings independently and follow up across multiple teams.
• Proactive, organized, persistent, and comfortable owning work with limited oversight.

Desired Skills

• Experience supporting a vendor system implementation, platform rollout, system migration, or operational process improvement project.
• Experience with brokerage operations, broker fees, broker expenses, accruals, invoice reconciliation, settlements, or payment processing.
• Capital markets operations, middle office, front office operations, trade operations, or trade lifecycle exposure.
• Experience with trade data, product attributes, rate cards, data mapping, source-to-target mapping, or data feed validation.
• Exposure to SmartStream or similar reconciliation, accrual, settlement, or workflow platforms.
• Exposure to Calypso, GMI, Mercury, Charles River, or other trade capture/front-office systems.
• Experience working with OTC products, FX, equities, derivatives, fixed income, or other traded products is helpful but not required.

Required Qualifications

• 3+ years of experience in project management, business execution, business analysis, operations, reconciliation, payments, settlements, system implementation, or related financial services functions.
• Experience supporting cross-functional projects involving business, operations, technology, and/or vendor teams.
• Experience documenting requirements, tracking deliverables, managing issues, and supporting testing or implementation activities.
• Ability to work onsite in Charlotte, NC 3 days per week.

Preferred Qualifications

• Prior experience in banking, capital markets, brokerage operations, trade operations, middle office, financial operations, or treasury operations.
• Prior experience supporting a system build, vendor platform implementation, reconciliation project, payment process improvement, or data integration effort.
• Experience creating executive status materials, project plans, trackers, and PowerPoint presentations.
• Comfortable working in a phased implementation environment with evolving timelines, vendor dependencies, and multiple stakeholder groups.

Project Context

The client is implementing a new brokerage system to improve and automate a process that is currently manual. Today, brokerage operations teams review broker invoices, compare them against internal trade records and broker rate card expectations, validate discrepancies, and determine the appropriate payable amount.

The new system will support a more controlled and automated process by taking in trade data, applying broker-specific fee logic, calculating brokerage accruals, supporting accounting outputs, and helping reconcile invoices for payment.

The project is expected to roll out in phases by product or asset class, beginning with an initial implementation wave and expanding into additional products afterward. This may include multiple implementation waves over the course of the year and could extend beyond the initial 12-month contract.

#LI-AA1