Operations Consultants lead and drive operational or operational support processes within Treasury Operations, which is responsible for accurate, timely, and controlled processing activities supporting investment portfolios, collateral management, funding/liabilities, and safekeeping functions. This role provides advanced operational support with Fixed Income and Bond Accounting subject matter expertise, partnering with various teams to ensure work is completed accurately and efficiently. The consultant also analyzes operational processes, supports strategic initiatives, and promotes continuous improvement, while maintaining strong internal controls and identifying opportunities to reduce operational risk.
Responsibilities
Lead, identify, and implement strategic improvement concepts that generate measurable benefits across multiple complex functions within Treasury Operations
Develop reporting and metrics to measure risk, analytical trends, performance, and effectiveness of operational processes
Demonstrate and maintain expertise of industry trends and practices in operational area, Risk Management, Compliance, and Operations
Responsible for new securities testing and onboarding changes
Serve as subject matter expert for assigned Treasury Operations processes and partner with the Department Manager on complex issue resolution, research, strategic initiatives, conversions, and department projects
Develop and maintain working knowledge across major team functions to provide backup coverage, support workload balancing, and maintain business continuity during staff absences, peak volumes, or shifting priorities
Prepare, review, and support departmental managerial, financial, operational, and regulatory reporting within required timelines and quality expectations
Apply strong knowledge of accounting principles, bond accounting, General Ledger activity, trade processing, wire systems, and Treasury Operations platforms, including Lightning and Dovetail, to research and execute on department initiatives
Maintain strong relationships with line of business partners, technology teams, risk and control partners, and other stakeholders to resolve issues, support client and business needs, and drive cross-functional initiatives to completion
Work independently with technology support partners to define requirements, test system fixes or enhancements, validate results, and support successful implementation into business-as-usual processes
Identify, recommend, and implement process improvement opportunities that enhance efficiency, accuracy, scalability, resiliency, and control effectiveness
Make sound, risk-informed decisions under tight deadlines, competing priorities, or situations involving incomplete, ambiguous, or evolving information
Self-manage multiple priorities while organizing assignments, escalating issues appropriately, and supporting business-critical deliverables
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
Lead department projects, system enhancements, process redesign efforts, testing activities, and initiatives that improve operational effectiveness and control performance
Execute on strategies and create detailed plans for Fixed Income projects, including testing and validation of new securities, system functionality, accounting treatment, operational readiness, and downstream impacts prior to production implementation
Work in partnership with Operations Department Manager and Director to develop and execute training and cross-training with a goal of developing a deeper understanding of Treasury functions, including the purpose and rationale behind key processes, to move beyond task execution and strengthen overall business knowledge
Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice
Comply with all KeyBank policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Department representative for Disaster Recovery planning and testing
Provide feedback on staff’s performance to the manager
Support and collaborate in defining department goals and objectives
Complete required CCAP evaluations
Serve as primary Department liaison and provide requested information during Risk Management and Regulatory reviews
Research and resolve issues or differences
Requirements
Bachelor’s Degree in Accounting or Finance and/or equivalent work experience in a Financial Services Operations or Treasury environment
Aptitude to learn and understand financial concepts for a wide variety of investment products
Effective communication skills to interact with External Bank Clients, Internal Line of Business Partners, External Examiners and Internal Audit
Ability to lead multiple projects and prioritize work for the team
Ability to work with all levels of internal/external clients remaining professional and knowledgeable while protecting KeyBank’s monetary risks and confidentiality
Attention to detail, accuracy and timeliness
Proficiency with Microsoft Suite
Work effectively in an ever-changing environment
Ability to generate ideas beyond the status quo
Flexible and maintains composure under stress
Strategic thinker with detail orientation
Ability to solve problems and translate ideas/resolution into action
Adapts well to changing priorities, deadlines, and directions
Ability to recognize, anticipate, and resolve operational issues; ability to apply problem-solving knowledge to diverse situations
Experience with collaborative techniques and communication concepts; ability to impact decisions and execute on strategic planning
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs
Nice to have:
Working knowledge of Accounting or Lightning systems including the accounting and General Ledger posting through those systems
Project Management, Lean Six Sigma, or Change Management preferred
Demonstrated experience leading product, system, or process implementations from planning through execution
Experience developing and executing user acceptance testing (UAT), release testing, and implementation/readiness plans
Experience developing training materials and facilitating training to support successful adoption
Strong project management, process improvement, change management, and cross-functional leadership skills
Benefits
Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives
Important Details
Work location category: Hybrid (2+ days)
Job Posting Expiration Date: 11/07/2026
About the Company
KeyCorp has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
