Director of Operations Transformation Strategy

 

About the Opportunity

A leading global financial institution is seeking a Director of Operations Transformation Strategy to lead enterprise-wide change across U.S. Wealth Management Operations. This is a senior, high-impact leadership role driving modernization, efficiency, and scalability across front-to-back functions.

The position is ideal for a strategic operator who can blend technology vision, business acumen, and operational rigor—someone who’s equally comfortable building the roadmap and delivering results. You’ll lead large-scale change initiatives, oversee technology strategy and funding, and drive execution excellence across all operational programs.

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What You’ll Do

Strategic Leadership & Transformation

• Define and execute the Operations Transformation strategy for U.S. Wealth Management, ensuring alignment with enterprise growth objectives.

• Build and maintain a 3–5-year roadmap integrating technology, automation, and operational process redesign.

• Lead strategic transformation programs, including digital enablement, process simplification, and platform modernization.

• Establish governance, frameworks, and performance metrics to ensure delivery within scope, budget, and timeline.

• Partner with operations, product, technology, compliance, and front-office leadership to ensure transformation initiatives deliver measurable impact.

Program Execution & Oversight

• Oversee a portfolio of large-scale transformation projects, managing initiative prioritization, funding, and execution governance.

• Implement Change the Bank / Run the Bank (CTB/RTB) strategies that align with operational excellence and business growth.

• Develop and deliver executive-level reporting and presentations focused on progress, risk, and financial outcomes.

• Drive adoption of AI, RPA, and workflow automation to improve capacity, reduce costs, and enhance service delivery.

• Conduct post-implementation assessments to track ROI, user adoption, and ongoing performance improvements.

Technology & Financial Stewardship

• Oversee budget planning, financial forecasting, and investment prioritization for Operations initiatives.

• Manage funding approvals and financial performance reporting across multiple transformation programs.

• Collaborate with cross-functional teams to drive cost efficiency and technology integration across platforms.

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What You Bring

• 15+ years of experience in financial services operations, ideally within wealth management, banking, or securities.

• Proven success leading large-scale change programs with measurable business outcomes.

• Deep understanding of broker-dealer operations, regulatory frameworks (FINRA, SEC, OCC, FED), and wealth management products.

• Demonstrated expertise in strategic planning, project portfolio management, and cross-functional leadership.

• Experience driving transformation through technology enablement, automation, and process re-engineering.

• Strong executive presence, communication skills, and the ability to influence senior stakeholders.

• Bachelor’s degree required; MBA or advanced certification in project or change management preferred.

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Why It’s Worth a Conversation

• Lead a multi-year transformation agenda at a globally recognized financial institution.

• Shape the future of Wealth Management Operations through innovation and process excellence.

• Opportunity to architect change at scale with direct visibility to firmwide leadership