Capital Markets Manager
Job ID
Service line
Advisory Segment
Role type
Dallas - Texas - United States of America


The Capital Markets Operations Manager will provide business support and process improvements for various technology platforms within Capital Markets.  Competent to work in complex information systems and considers both business implications and data integrity impacts when solutioning for end user requirements.  As a member of the national Capital Markets Operations team, this individual will play a critical role in rolling out and supporting tools used by brokers and leadership in pursuing new business and servicing clients.



Responsible for strategic management oversight and process improvements leading the data governance team within the Capital Markets Customer Success team. 

Acts as system administrator for specialized software utilized by the business to support its operations. Maintains systems by researching and resolving problems, maintaining data integrity and security. Coordinates software/release upgrades with IT and conducts user acceptance testing. Prepares and provides training and reference material to assist users.

Creates and manages comprehensive business decision tools, marketing/communication plans and processes for platform leadership.

Acts as project lead, including supervisory and/or managerial activities, in the coordination of the analyst team to successfully complete specified projects.

Trains new team members on policies, procedures, processes, administration, and governance.

Prepares complex presentations and proposals; provides recommendations with a focus that materials meet branding and messaging standards.

Gathers, reviews, and evaluates collected data results for accuracy and comprehensiveness; makes appropriate recommendation(s) for improvement.

Partners with business leaders, support organizations and outsourcing partners to drive results which support business objectives: process simplification, cost efficiencies and consistent service delivery; may manage the relationship with business partners and/or contract with vendors/suppliers to align how business needs will integrate with vendor capabilities.

Reports project status updates, performance and escalated issues to senior leadership management and other key project stakeholders.

Acts as a Subject Matter Expert (SME) for key systems/processes in subject teams and day-to-day functions.

Special projects as required.

Other duties as assigned.



Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.





To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Bachelor’s degree from a four-year college or university and a minimum of 5 years related experience in technology implementations and client solutioning.

Knowledge of Capital Markets or Real Estate industry preferred.  Salesforce knowledge recommended.  Experience in data analysis and/or corporate training recommended.


Salesforce Certification recommended.


Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to comprehend, analyze, and interpret complex business documents. Ability to respond effectively to sensitive issues. Ability to write reports, manuals, speeches, and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients and/or public groups. Ability to motivate and negotiate effectively with key employees and client groups to take desired action.                              


Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.


Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations of significance to the operation.


Proficient in web-based technology.  Intermediate skills with Microsoft Office Suite, with an emphasis in Excel, Word, and PowerPoint. 


Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.


This job description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to the job.