CareerPlan

Sr. Business Transformation Specialist

Edgewood, NY, USFull-time$115k–$125k2026-09-24 → 2026-11-11
Based in United States

Core

Lead cross-functional business transformation projects to improve operational efficiency, scalability, and client experience in the US Proxy and Corporate Actions domain.

Role type

Senior Business Transformation Specialist (Project Management)

Builds

Operational improvements, process standardization, and workflow redesigns for US Proxy and Corporate Actions operations.

Domain

Financial Services / Securities Processing / US Proxy & Corporate Actions

Required skills

Complex project management, cross-functional stakeholder management, business process analysis, requirements gathering, risk management, change readiness, strategic planning, data analysis, process improvement, automation identification.

Preferred skills

PMP certification, experience developing project management standards, proficiency in Microsoft Excel and PowerPoint, process mapping, testing and implementation planning, exposure to automation and workflow modernization.

Technologies

Microsoft Excel, PowerPoint, Project Management Tools

Responsibilities

Analyze current-state business processes and workflows; facilitate stakeholder discussions to identify inefficiencies; design future-state processes and solutions; develop and maintain project plans and risk registers; lead implementation and change readiness activities; independently lead multiple cross-functional projects from initiation to stabilization; build and mature team operating frameworks and transformation standards.

Seniority

Senior, hands-on IC