We are seeking an accomplished and strategic Director of Business Transformation to lead enterprise-wide initiatives that improve how we operate, serve our clients, and deliver sustainable business growth. This role will partner closely with executive leadership and cross-functional teams to identify opportunities, develop transformation strategies, and drive complex initiatives from strategy through execution. The ideal candidate brings a strong understanding of financial services, a proven track record of leading transformational change, and the ability to translate strategic priorities into measurable business outcomes. The Director will serve as a catalyst for change—connecting strategy, people, processes, technology, and data to create a more efficient, scalable, and client-focused organization.
Key Responsibilities:
Develop and execute a comprehensive business transformation roadmap aligned with the company's strategic priorities.
Lead high-impact, cross-functional transformation initiatives spanning operations, technology, finance, risk, compliance, client experience, and other key business functions.
Partner with senior executives and business leaders to identify opportunities to improve efficiency, productivity, profitability, scalability, and client experience.
Assess current-state processes and operating models, identify gaps and opportunities, and design future-state solutions.
Establish transformation governance, including priorities, milestones, dependencies, resources, risks, and success metrics.
Lead complex programs from business case development and planning through implementation and benefits realization.
Identify opportunities to leverage automation, data, analytics, artificial intelligence, and emerging technologies to improve business performance.
Develop business cases and recommendations supported by quantitative and qualitative analysis.
Establish and monitor KPIs to measure the financial and operational impact of transformation initiatives.
Collaborate with technology and business teams to ensure solutions are practical, scalable, secure, and aligned with business objectives.
Drive organizational change management, stakeholder engagement, and communications to ensure successful adoption of new processes and capabilities.
Identify and proactively manage risks, issues, interdependencies, and barriers to execution.
Build strong relationships across all levels of the organization and influence outcomes without relying solely on direct authority.
Develop executive-level presentations, recommendations, and status updates that clearly communicate progress, outcomes, and strategic implications.
Foster a culture of continuous improvement, accountability, innovation, and operational excellence.
What We're Looking For:
Bachelor's degree in Business, Finance, Economics, Operations, Technology, or a related field; MBA or advanced degree preferred.8+ years of progressive experience in business transformation, management consulting, strategy, operations, program management, or a related discipline.
Demonstrated experience leading enterprise-wide transformation initiatives within financial services, banking, insurance, wealth management, payments, fintech, or a related industry.
Proven ability to translate strategic objectives into actionable plans and measurable business results.
Strong understanding of financial services business models, operating environments, regulatory considerations, and risk management.
Exceptional project and program leadership skills with experience managing multiple complex initiatives simultaneously.
Strong analytical and problem-solving capabilities, including financial modeling, business case development, and performance analysis.
Experience with process improvement methodologies such as Lean, Six Sigma, Agile, or similar approaches.
Strong executive presence and the ability to communicate complex concepts clearly to senior leadership.
Demonstrated ability to influence and collaborate across functions, levels, and organizational boundaries.
Strong change-management and stakeholder-management capabilities.
High level of proficiency with Microsoft Office/PowerPoint/Excel and experience working with data and business intelligence tools.
