CareerPlan

Senior Associate, Enterprise Transformation Lead

Boston, MA, USFull-time$160k–$170k2026-11-07 → 2026-11-09
Hybrid

Core

Lead end-to-end delivery of functional transformation initiatives and drive continuous improvement within the Client Operations organization.

Role type

Senior Associate, Enterprise Transformation Lead

Builds

Client Operations organization capabilities and processes

Domain

Financial services / Private Equity / Wealth Management

Required skills

Project management, Business process mapping, Gap analysis, Executive presentation, Data-driven insights, Stakeholder management

Preferred skills

Lean Six Sigma Black Belt, Change Management, Financial services experience, Wealth management experience, Private equity experience

Technologies

N/A

Responsibilities

Implement Client Operations improvement initiatives against agreed timelines and scope, Drive current state assessments and future state development, Facilitate collaborative discussions to define agendas and objectives, Build project and process documentation content

Seniority

Senior Associate, 5+ years experience