Transformation Change Leader (Middle Office), Managing Director

Who we are looking for

We are seeking a highly skilled and proactive Transformation Change Leader to lead and manage the Operating Model and Organizational Design change for a key client or a suite of services for a key client. The Operating Model transformation will include both operational infrastructure and architecture change ensuring optimal functionality, operational risk, resiliency, stability, and scalability—positioning the client for future growth with exemplary service delivery.

In this role, you will be responsible for leading the transformation and change initiatives required to both stabilize and transform the client to the target operating model. The role will partner directly with the SVP Client Lead to design and execute the strategic roadmap covering all aspects of the CORE Strategy (CORE: Client, Operations, Risk, and Employee) and end-to-end transformation required.

The role will be the interface between all necessary corporate partners including but not limited to Global Technology partners, Risk, GHR, and Finance. Cross-functional collaboration to implement best practices, driving continuous improvement supporting our business objectives and delivering exceptional consultative leadership for transformation and change and all key requirements of the role.

Scope

• Transformation of major Asset Manager or suite of services to a major Asset Manager

• Management of global direct & in-direct (matrix) organizations across multiple locations

• Management of project plan and involved parties through the State Street organization and with the client

What you will be responsible for

• Develop a roadmap to deliver on the desired target operating model including all or a suite of processes and functions that are integral to the support of the client, in particular focusing on positioning for future growth concentrating primarily on stability, risk mitigation, and resiliency

• Lead the integration of the client or suite of services on to the standard Bank applications and ensure effective design and execution of the operating model for successful service delivery

• Manage large-scale programs

• Lead teams through technology modernization efforts, including the adoption of new platforms and leveraging emerging technologies to enhance operational capabilities

• Establish and sustain effective, professional relationships with both product and operations managers; work closely with business partners in order to understand business drivers and market requirements

• Manage and direct regular budget activities and financial performance targets – focused on return on investment and positive operating leverage

• Extensive proven transformation and change leadership experience with a track record of managing the delivery of complex, multi-faceted transformation initiatives to comply with regulatory requirements and significantly reduce risk

• Experience in delivering proven productivity and efficiency gains through automation and orchestration with a view to position for future growth. Continual Service Improvement experience required in order to manage large-scale programs

• Broad-based support experience focused in a business-facing role with the ability to establish and sustain effective, professional relationships with both product and operations managers; work closely with business partners in order to understand business drivers and market requirements

• Excellent influencing skills and the ability to liaise with multiple stakeholders at all levels, both internally and externally

• Able to establish and sustain effective operational process and support practices that includes working with team members across multiple geographies

• Lead the performance management process that measures and evaluates progress against goals

• Foster a culture of learning through education and knowledge sharing around reliability practices, processes, and tools

• Good working knowledge of Operating Model, Organizational Design, and program/project management methodologies and the role of technology resources in support of those methodologies

• Actively promote our Diversity, Equity, and Inclusion goals throughout the organization

Additional Preferred Experience

• Strong domain knowledge and hands-on experience in financial services, particularly in Investment Operations and Middle Office functions such as trade capture, confirmation, settlements, reconciliations, and performance measurement

• Familiarity with investment management platforms, custodians, and third-party service providers

• Proven ability to lead transformation initiatives