Head of Transformation Enablement / Relationship Excellence
Core
Lead high-impact transformation initiatives across Relationship Excellence and horizontal workflows, including Technology and RE Operations, to deliver measurable improvements in efficiency, predictability, and client service.
Role type
Senior transformation program manager (financial services)
Builds
Scalable Voice of the Employee capabilities, AI-enabled transformation programs, and modernized workflow tooling
Domain
Financial services / Organizational transformation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic leadership, change management, stakeholder influence, portfolio management, data analytics, process modernization, AI concept modeling, agile delivery, automation
Preferred skills
Financial services transformation experience, design thinking, Salesforce integration, Microsoft Office proficiency
Technologies
Salesforce, JIRA, AI tools, data visualization tools, Microsoft Office
Responsibilities
Own end-to-end execution of the RE Transformation roadmap; Translate transformation vision into actionable programs and delivery plans; Lead change management efforts for new tools and operating models; Establish demand-capacity alignment and KPI frameworks; Partner with Technology and Business Transformation teams to integrate priorities; Drive adoption of AI use cases from proof of concept to scaled deployment
Seniority
Senior, hands-on IC with strategic leadership