Consultant - Capital Markets & Wealth Management

Join our dynamic team as a Consultant specializing in Capital Markets and Wealth Management. At Capco, we empower financial institutions to innovate and overcome their challenges. As a Consultant, you will leverage your expertise to provide strategic insights, drive impactful solutions, and contribute to the success of our clients. This is your opportunity to make a significant impact in a fast-paced environment.

About Basic CapitalBasic Capital is a pioneering fintech company that is revolutionizing the $1 trillion retirement industry in America. We are developing innovative solutions to create a mortgage for retirement, unlocking pathways to market ownership, and making wealth more accessible to all Americans. Our mission revolves around designing products, platforms, and a credit marketplace that will facilitate a transformative retirement system.Our founding team comprises industry veterans from top firms like Goldman Sachs, Uber, Block, and Robinhood, and we are supported by leading investors such as Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis. Located in the vibrant SoHo neighborhood of NYC, we are assembling a focused, high-performance team dedicated to mitigating wealth inequality.To explore more about us, please visit Basic Capital’s website.About the RoleAs we construct the future of retirement investing, the capital markets engine that drives it must be created from the ground up. This is not merely a role of managing existing processes; it is a market creation opportunity.We seek an exceptional individual, akin to our in-house Lewis Ranieri, the visionary behind modern mortgage-backed securities (MBS), to help us establish the credit framework that will fuel a new wealth system for average Americans.Your Responsibilities:Cultivate and sustain relationships with credit managers and institutional lenders.Forge deep connections with:Asset managersStructured credit investorsBanks and warehouse providersCapital partnersLead fundraising initiatives in collaboration with the CEO, engaging potential investors.Track capital market performance and implement strategies based on observed insights.Identify market opportunities for scaling credit offerings.Work collaboratively with teams to optimize capital market operations.Structure, negotiate, and execute credit facilities, securitizations, and forward flows as applicable.Translate our product offerings and underwriting into compelling narratives that institutional investors cannot overlook.Collaborate cross-functionally with product, finance, legal, and operations teams to scale origination processes effectively and securely.

At CrossCountry Consulting, we aspire to stand out as a premier advisory firm that embodies our Core Values while fostering a positive environment for both our clients and employees. Our foundational beliefs in collaboration, enthusiasm, generosity, and perseverance drive our success. We offer a range of advisory solutions that include accounting, risk management, technology-enabled transformations, and transaction services, partnering with clients to address current challenges and create sustainable value for the future.Our dedication to our workforce has been recognized with multiple accolades, including being named among Inc5000's Fastest Growing Companies and earning Glassdoor's Best Places to Work. Discover more about our unique culture through testimonials from our employees by clicking here.By joining our rapidly expanding Business Transformation practice, you will become a trusted advisor to our clients. You will leverage your real-world experience, diverse perspectives, and specialized skills to deliver customized integrated solutions that not only tackle immediate issues but also establish a foundation for long-term success. With the backing of seasoned leaders and a dedicated mentor, you will engage in a collaborative community that encourages contributions beyond client deliverables.

Join us at Capco as a Consultant specializing in Capital Markets IT Problem Management. In this pivotal role, you will be at the forefront of solving complex issues within the financial services sector, leveraging cutting-edge technology to enhance operational efficiency.Your responsibilities will include analyzing IT problems, implementing effective solutions, and collaborating closely with clients to ensure their needs are met. You will have the opportunity to work with innovative tools and methodologies, positioning yourself as a key player in the industry.

At CrossCountry Consulting, we strive to be a distinct advisory firm, rooted in our Core Values and committed to fostering a positive experience for our clients and our team members alike. We hold collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory solutions encompass accounting and risk management, technology-driven transformation, and transaction advisory services, enabling us to partner with clients to address current challenges while delivering enduring value.Our dedication to our employees has garnered us various accolades, including recognition on Inc5000's Fastest Growing Companies list and Glassdoor's Best Places to Work. Discover what makes our culture unique by visiting here.As part of our rapidly expanding Business Transformation practice, you will lead the implementation of capital markets transformation initiatives, focusing on OTC derivatives and securities financing transactions. You will oversee specific workstream execution, from requirements gathering and process design to testing/UAT and go-live, collaborating with stakeholders across all operational areas. Utilizing your extensive domain expertise, data/automation skills, and pragmatic, hands-on approach, you will deliver exceptional results that help clients transition from strategy to execution.

At CrossCountry Consulting, we are dedicated to redefining the advisory experience. Driven by our Core Values, we prioritize collaboration, enthusiasm, generosity, and perseverance to create an environment that fosters success for both our clients and our team members. Our comprehensive advisory solutions encompass accounting, risk management, technology-driven transformations, and transactions, empowering us to tackle contemporary challenges while delivering tangible value for the future.Our commitment to our team has garnered recognition, including accolades from Inc5000 as one of the Fastest Growing Companies and being named one of Glassdoor's Best Places to Work. Discover what makes our culture unique by exploring employee testimonials here.As a pivotal member of our rapidly expanding Business Transformation practice, you will spearhead workstreams and oversee daily operations across capital markets transformation initiatives. Collaborating with client stakeholders, you will analyze processes and data, design optimal solutions, manage testing and user acceptance testing (UAT), and implement automation strategies—particularly in the realms of OTC derivatives and SFT—while mentoring junior team members.

Join CrossCountry Consulting as a Manager in our Data Transformation and Analytics team specializing in Banking and Capital Markets. We are seeking an experienced professional who is passionate about leveraging data analytics to drive strategic business decisions. In this role, you will lead a team of analysts to deliver data-driven insights, enhance operational efficiencies, and support clients in navigating the complexities of the financial services landscape.Key responsibilities include defining data strategies, implementing analytics solutions, and collaborating with cross-functional teams to ensure successful project delivery. Your expertise will be vital in driving innovation and optimizing data utilization to achieve business objectives.

At CrossCountry Consulting, we have set out to build an advisory firm that truly distinguishes itself through our unwavering commitment to our Core Values. We are passionate about delivering exceptional experiences not just to our clients but also to our employees. Collaboration, enthusiasm, generosity, and perseverance are the cornerstones of our success. Our diverse advisory solutions, encompassing accounting, risk management, technology-driven transformation, and transactions, enable us to partner effectively with clients to tackle current challenges while creating value for the future.Our dedication to fostering a supportive workplace culture has earned us multiple accolades, including being named one of Inc5000's Fastest Growing Companies and one of Glassdoor's Best Places to Work. To learn more about our unique culture, click here.We are on the lookout for a seasoned Capital Markets Technology expert to drive front-office technology initiatives for broker-dealers and full-service investment banks. This pivotal role will act as a subject matter authority across trading systems, data integration, and related initiatives. You will collaborate closely with business stakeholders, technology teams, and senior leadership to implement intricate technology solutions and enhance processes throughout the trade lifecycle.

At CrossCountry Consulting, we are dedicated to redefining the advisory landscape through our distinct Core Values, focusing on delivering exceptional experiences for both our clients and our team members. We champion collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting, risk management, technology-driven transformation, and transaction support, enabling us to partner effectively with clients to address current challenges while creating sustainable future value.Our people-centric approach has garnered us prestigious accolades, including recognition as one of Inc5000's Fastest Growing Companies and one of Glassdoor's Best Places to Work. Discover insights into our vibrant culture through employee testimonials by clicking here.As a valued member of our expanding Business Transformation - Banking & Capital Markets practice, you will play a pivotal role as a trusted advisor to our clients. Your hands-on experience, diverse perspectives, and specialized knowledge will empower you to deliver customized integrated solutions that tackle today's challenges and lay the groundwork for future success. Supported by seasoned leaders and a dedicated coach, you will thrive within a collaborative community that encourages contributions beyond client delivery.

Role Overview Capco is hiring a Senior Consultant for the Capital Markets division in New York. This position focuses on business analysis and project management for clients in the financial sector. The work centers on improving operational efficiency and supporting market strategy initiatives. What You Will Do Partner with financial institutions to deliver tailored solutions for capital markets challenges. Analyze business requirements and translate them into actionable project plans. Lead project teams through all phases of delivery, from planning to implementation. Engage with stakeholders to ensure alignment and address complex issues as they arise. Key Skills Strong background in business analysis and project management. Experience working with capital markets or related financial services. Ability to manage stakeholders and navigate complex project requirements. Strategic thinking with a focus on delivering measurable results.

Blend360 is seeking a Marketing Program Manager to support its Wealth Management division in New York. This role centers on building and executing marketing programs that strengthen the firm’s wealth management offerings. Role overview The Marketing Program Manager will work with teams across the organization to shape and deliver marketing initiatives. The focus is on programs that reflect client needs and foster stronger customer engagement. What you will do Develop marketing programs tailored to the wealth management sector Collaborate with cross-functional teams to coordinate strategic marketing efforts Support initiatives that improve client experience and engagement Location This position is based in New York.

About General AtlanticGeneral Atlantic is a premier global investor, boasting over 45 years of expertise in delivering capital and strategic support to more than 830 companies globally. Founded in 1980, we remain a committed partner to visionary founders and investors aiming to cultivate dynamic enterprises that create lasting value. Fueled by the belief that entrepreneurs can be transformative agents of change, we adopt a collaborative global approach, leveraging sector-specific knowledge, a long-term investment perspective, and deep insights into growth drivers to partner with and scale innovative businesses worldwide. Our firm utilizes patient capital, operational acumen, and a global network to bolster a diversified investment portfolio encompassing Growth Equity, Credit, Climate, and Sustainable Infrastructure strategies. As of December 31, 2025, General Atlantic oversees approximately $123 billion in assets under management, with a workforce of over 900 professionals across 20 countries and five regions. For further details about General Atlantic, please visit: www.generalatlantic.com.Position SummaryThe Capital Solutions team at General Atlantic is dedicated to promoting the firm’s global investment strategies to institutional and private wealth investors around the world. This team oversees all dimensions of client coverage and the fundraising process, fostering relationships with both existing and potential investors.We are seeking a highly skilled Associate to join our Private Wealth Capital Solutions team located in New York. This role will focus on supporting financial advisor relationships across a designated U.S. region. The Client Coverage Associate will collaborate closely with regional Client Coverage leads to engage financial advisors within private bank and wirehouse wealth management platforms, offering proactive sales and client service support to enhance fundraising efforts and strengthen relationships with advisors across General Atlantic’s Growth Equity, Climate, Infrastructure, and Credit strategies in their designated territory. The successful candidate will work in tandem with senior members of General Atlantic’s global Capital Solutions team while partnering with colleagues throughout the firm to design and implement scalable fundraising initiatives, financial advisor engagement strategies, and client service programs within the private wealth sector.

Role Overview PayJoy is hiring a Senior Manager, Capital Markets based in New York City. This position leads strategic efforts to strengthen financial operations and support company growth. The Senior Manager will take ownership of capital market transactions, maintain relationships with investors, and help shape new financial solutions for the business. What You Will Do Oversee and execute capital market transactions from start to finish Engage directly with investors and manage ongoing communications Develop and implement financial strategies to support business objectives What We Look For Extensive experience handling complex financial projects Strong understanding of capital markets and market trends Proven ability to design and deliver financial solutions in a leadership role

COMPANY OVERVIEWKKR is a premier global investment firm specializing in alternative asset management and innovative capital markets solutions. With a commitment to generating exceptional investment returns, KKR employs a disciplined investment approach, powered by a world-class team dedicated to fostering growth within portfolio companies and the communities they serve. KKR's investment funds span private equity, credit, and real assets, complemented by strategic partnerships managing hedge funds. Our insurance subsidiaries, under Global Atlantic Financial Group, offer a range of retirement, life, and reinsurance products. Note that references to KKR’s investments may include activities from both our sponsored funds and insurance subsidiaries.POSITION SUMMARYKKR Credit & Markets ("KCM") is on the lookout for a dynamic Structured Capital Markets Principal to spearhead financing initiatives for our asset-based finance (ABF) investments across the United States. The ideal candidate will craft innovative financing strategies, provide critical insights to KKR’s ABF investment team, and execute these strategies effectively. You will serve as a key partner to the deal team in sourcing and structuring financings, managing all facets of the financing process.This role is a unique opportunity to play a significant part in the rapid expansion of KKR's ABF investing and capital markets business.IDEAL EXPERIENCEThe successful candidate will possess 6-8 years of experience in ABF debt origination or capital markets. Candidates should demonstrate familiarity with various asset-based products, such as residential mortgage finance, consumer loan finance, and additional ABF investments. Strong pre-existing relationships with lenders and a professional presence suited for extensive interactions with lenders and KKR’s limited partners (LPs) are essential.CRITICAL COMPETENCIES FOR SUCCESSProficiency in structured capital markets, debt origination processes, and negotiating financing terms and loan documentation.Deep understanding of ABF financings across diverse asset classes (residential, consumer, transportation, etc.).Experience with complex capital structures.Exceptional execution and project management skills, coupled with a strong work ethic and sense of urgency.Demonstrated ability to juggle multiple projects in a fast-paced environment.

Who are we?FalconX is an innovative team of operators, investors, and builders dedicated to transforming institutional access to the cryptocurrency markets. Positioned at the nexus of traditional finance and state-of-the-art technology, FalconX tackles the industry's primary challenges: navigating the digital asset market, which can be intricate and fragmented, with a scarcity of products and services that accommodate trading strategies, structures, and liquidity akin to conventional financial markets. As a holistic solution for all digital asset strategies from inception to scalability, FalconX serves as the connective tissue enabling clients to seamlessly navigate the constantly evolving cryptocurrency landscape.Department: Accounting / FinanceReports to: Director, Platform AccountingAbout the RoleFalconX is in search of a talented and driven Accounting Manager to join our vibrant Global Finance Team. This role is crucial for ensuring the smooth functioning of accounting processes, contributing to our mission of unlocking financial freedom and efficiently scaling returns within the cryptocurrency sector.ResponsibilitiesLead the Trading Pillar: Manage a team focused on the daily operations and month-end close for spot trading, DeFi, and market-making activities.Digital Asset Accounting: Implement accounting for complex trading strategies, including Mark-to-Market (MTM) valuations, cost-basis tracking, and realized/unrealized gain/loss analysis.DeFi & Smart Contract Oversight: Supervise the accounting treatment for DeFi activities, such as liquidity provisioning, yield farming, and engagements with various decentralized protocols.Market Making Operations: Oversee financial reporting for market-making activities, ensuring meticulous tracking of inventory, flow, and spread-based revenue.Systems & Automation: Collaborate with the Data and Engineering teams to enhance the Sub ledger, facilitating seamless data flow from proprietary trading platforms into ERP.Reconciliation Leadership: Spearhead the resolution of high-volume, unstructured reconciliations across diverse exchanges.

Employee Applicant Privacy NoticeAbout Us:Join us in shaping a brighter financial future.At SoFi, we are transforming the way individuals perceive and manage their personal finances. As a pioneering financial services company and national bank, we leverage cutting-edge, mobile-first technology to empower millions of our members to achieve their financial aspirations. As the industry undergoes significant changes, we proudly lead the charge. Every day, our work positively impacts lives, guided by our core values. Come aboard to invest in your future, your career, and the financial landscape.The Role:We are on the lookout for a Senior Manager to enhance our Capital Markets team. In this pivotal role, you will spearhead the development of new Intex and Cashflow models for our Capital Markets initiatives. This encompasses existing financing mechanisms, including personal loan and student loan ABS (asset-backed securities), as well as exploring new programs such as asset management vehicles, retail tokenization, credit cards, and auto refinancing. As the structuring senior manager, you will collaborate with a diverse internal team spanning capital markets, treasury, product, credit risk, investor relations, legal, and IT, alongside external partners like broker-dealers, investors, and rating agencies to devise optimal structures for proposed Capital Markets transactions.Key Responsibilities:Oversee and refine the structuring processes for all securitizations, loan sales, and new product initiatives, including Intex file setup and creation of internal cashflow models.Conduct thorough analyses to understand the economic implications of various funding avenues available through capital markets, including ABS transactions, whole loan sales, warehouse financing, and bulk sales.Validate and apply credit assumptions and analytics from third-party valuation agents to run internal assessments related to the fair market value of SoFi’s managed loan pool.Track performance through dashboards and spreadsheets monitoring our securitizations and other transactions.Work alongside internal and external legal counsel to review and negotiate transactional terms through to execution.Provide strategic support and collaboration across internal stakeholders.

WHO WE ARE: Adaptive Financial Consulting is a premier financial consulting firm that collaborates with participants in capital, commodity, and digital markets. Our differentiation lies in our innovative technology solutions. Our adept teams specialize in designing and delivering sophisticated front-office technology solutions using established accelerators to foster a lasting competitive edge. Our clientele includes some of the world's foremost investment banks, asset managers, fintech companies, and capital market service providers. With an extensive global presence including offices in London, New York, Barcelona, Manila, and Montreal, we have a proven history of providing robust, elegant, and user-friendly trading technology solutions. We are excited to welcome a Solution Engineer to our New York City team.

Who We Are:Join us in shaping a brighter financial future!At SoFi, we revolutionize how individuals perceive and engage with personal finance. As a cutting-edge financial services company and national bank, we leverage innovative, mobile-first technology to empower millions of members in achieving their financial aspirations. Amidst a historic transformation in the financial industry, we proudly contribute to impactful change daily, guided by our core values. Invest in yourself, your career, and the financial landscape with us.The Role:We are looking for a dynamic Manager to join our Capital Markets team within the Home Loans division. In this pivotal role, you will collaborate with a cross-functional internal team encompassing capital markets, treasury, and margin management, as well as external partners including broker-dealers, investors, GSEs, and third-party vendors to execute home loan sales and securitization transactions.

About Basic CapitalBasic Capital is a pioneering fintech firm that is revolutionizing America’s $1 trillion retirement sector. We are dedicated to developing a transformative mortgage solution for retirement, enabling market access, and making wealth attainable for all Americans. Our mission is to create innovative products, platforms, and a credit marketplace that fundamentally redefines the retirement landscape.With a founding team comprising leaders from prestigious organizations such as Goldman Sachs, Uber, Block, and Robinhood, and backed by prominent investors including Lux, BoxGroup, SVAngel, Inspired Capital, and Henry Kravis, we are based in the vibrant SoHo district of New York City. We are building a dynamic, high-performance team focused on addressing wealth inequality.About the RoleAt Basic Capital, we are on a mission to construct a new wealth system for everyday Americans, providing access to capital markets in a refreshingly innovative manner.In less than a year since our inception, Basic Capital is quickly becoming a brand recognized in households across the nation. We have impactful stories to share and truths to articulate.We are in search of a Marketing Manager who will play a pivotal role in elevating Basic Capital to a generational financial services brand. This position transcends traditional "fintech marketing"; it encompasses storytelling, culture, and distribution executed with speed and finesse.Build a Generational Brand in a Legacy SpaceJoin one of the most esteemed Marketing Departments in the technology sector.Your mission will be to propel the Basic Capital brand forward as a leading innovator in fintech, surpassing the conventional expectations of a financial services company.This is not a role for those who prefer managing calendars and refining copy; it’s for those who aspire to create a brand that inspires conversation, sharing, and trust regarding financial futures.You will drive the Basic Capital brand to new heights as a leading fintech innovator, utilizing unmatched creativity and freedom to exceed standards in the financial services sector.What You’ll DoCraft a Brand That ResonatesHelp define and amplify Basic Capital’s brand voice, tone, and creative identity.Transform intricate financial concepts into clear, engaging narratives.Develop marketing initiatives that feel essential, modern, and distinctly Basic Capital.Execute Multi-Channel CampaignsLead campaigns across various platforms, ensuring consistent brand messaging.Collaborate with cross-functional teams to enhance brand visibility and impact.

Who are we?FalconX is an innovative team of operators, investors, and builders dedicated to transforming institutional access to the cryptocurrency markets. Positioned at the crossroads of traditional finance and advanced technology, FalconX tackles the industry's significant challenges: navigating the digital asset market can often be convoluted and fragmented, with a scarcity of products and services that bolster trading strategies, structures, and liquidity typically found in conventional financial markets. As a holistic solution for all digital asset strategies from inception to growth, FalconX acts as the connective tissue that empowers clients to effortlessly traverse the constantly shifting cryptocurrency landscape.Job OverviewAs a Capital Markets Counsel, you will play a crucial role in driving the expansion of our revenue-generating markets businesses within the United States. In this impactful position, you will provide strategic legal counsel on all facets of digital asset market making, over-the-counter (OTC) transactions, derivatives, capital markets, and prime brokerage. You will collaborate across various teams, including Product, Markets, Risk, Operations, and Compliance, to facilitate new product development, ensure adherence to regulatory standards, and mitigate legal risks in a fast-paced and evolving marketplace.Key ResponsibilitiesAssist the business development and trading teams by offering guidance on customer transactions, including drafting, reviewing, and negotiating a diverse range of agreements related to FalconX’s core business activities.Possess in-depth knowledge of capital markets, derivatives, equities, and prime brokerage.Collaborate with cross-functional teams on product development and evaluate the legal complexities of potential service offerings.Lead legal and commercial negotiations: Draft and negotiate agreements pertinent to our business lines (OTC, liquidity provision, derivatives documentation, and trading agreements).Provide general support to the Markets and Products Legal team.