Assistant Vice President, Head of Trustee Transformation & Control Modernization
Core
Establish and lead a Trustee Transformation & Control Modernization function to modernize the control environment, strengthen operational oversight, and enhance governance for a large retirement business serving 2.1 million members.
Role type
Senior executive leader (Assistant Vice President) driving strategic transformation and control modernization in financial services.
Builds
A new capability for trustee oversight, operational resilience, and scalable retirement business operations.
Domain
Financial services, retirement/pension administration, fiduciary governance, and risk management.
Deliverable
Production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Strategic transformation leadership, operational control framework design, cross-functional stakeholder influence, regulatory readiness, team building, risk management, process re-engineering, technology enablement, fiduciary governance expertise.
Preferred skills
Accounting or audit background, professional qualifications (CPA, CFA, FRM, PMP, Lean Six Sigma), MPF/ORSO/pension experience, AI/technology application for controls.
Technologies
AI, automation tools, data migration platforms, management information systems.
Responsibilities
Develop and execute a multi-year transformation roadmap; lead complex business transformation initiatives involving operating model redesign and outsourcing/insourcing; assess and enhance end-to-end operational control frameworks; strengthen governance practices and implement risk-focused KPIs; recruit and lead a high-performing team of specialists.
Seniority
Senior, hands-on IC with executive reporting lines.
