Sr. Business Transformation Specialist
Core
Lead cross-functional business transformation projects to improve efficiency, scalability, and client experience in US Proxy and Corporate Actions operations.
Role type
Senior Business Transformation Specialist (Project Management & Process Improvement)
Builds
Operational improvements, standardized processes, and scalable workflows for US Proxy and Corporate Actions teams.
Domain
Financial Services (Securities Processing, Proxy, Corporate Actions)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
End-to-end project leadership, cross-functional stakeholder management, business process analysis, requirements gathering, risk management, change readiness planning, strategic planning, gap analysis, process redesign, automation identification, executive reporting
Preferred skills
PMP certification, project management standards development, process mapping, testing coordination, workflow modernization, Microsoft Excel/PowerPoint proficiency
Technologies
Microsoft Excel, PowerPoint, Project Management Tools
Responsibilities
Analyze current-state processes and identify inefficiencies; design future-state solutions; lead cross-functional projects from initiation to stabilization; manage project plans, risks, and dependencies; coordinate implementation and change readiness; build team transformation capabilities and standards.
Seniority
Senior, hands-on IC
