CareerPlan

VP, Operations COO, Transformation, Metrics & Analytics

New York, New York, United States of AmericaFull-time2026-08-04 → 2026-10-24

Core

Lead the development and execution of the CMCPR transformation strategy, overseeing the department's transformation portfolio, automation programs, and operating model enhancements to improve scalability and operational effectiveness.

Role type

VP, Operations COO, Transformation, Metrics & Analytics

Builds

Transformation strategy, automation portfolio, operating model, governance frameworks, and performance management disciplines

Domain

Financial Services / Wealth Management Operations

Required skills

Large-scale transformation leadership, Operating model design, Governance framework development, Automation strategy, Performance management, Stakeholder influence, Strategic planning, Process optimization, Data-driven decision making, Team leadership

Preferred skills

Wealth Management experience, Capital markets knowledge, Management consulting background, Business strategy expertise, Analytics leadership

Technologies

GenAI, Agentic AI, Intelligent document processing, Workflow automation, Software solutions

Responsibilities

Lead the development and execution of the CMCPR transformation strategy; Refine and maintain the governance framework supporting transformation and automation; Develop executive scorecards, management dashboards, KPI frameworks, and performance reporting; Oversee the CMCPR automation strategy and centralized automation function; Serve as a trusted advisor to CMCPR leadership on transformation and organizational priorities.

Seniority

VP, strategic leadership & mentorship