Client Transformation Executive - Managing Director
Core
Define and execute the strategic vision for the re-platforming of a major strategic client, operating at the intersection of Client, Product, Operations, and Technology.
Role type
Managing Director, Client Transformation Executive
Builds
Global product re-platforming, implementation, and transformation strategy; scalable future-state operating models; standardized assets and services.
Domain
Financial services, asset servicing, transaction processing, investment operations
Required skills
Strategic thinking, decisive execution, enterprise alignment, client relationship management, consultative leadership, financial markets expertise, asset servicing knowledge, transaction processing expertise, operating model transformation, risk governance, organizational leadership, global implementation leadership, middle-office modernization, data modernization, platform migration, product adoption, enterprise change management
Preferred skills
MBA or equivalent, strategic operating model transformation for large institutional clients, digital transformation strategies, organizational transformation, enterprise change management
Technologies
Product Development Lifecycle practices, automation, AI-enabled delivery, workflow optimization, data-driven insights
Responsibilities
Define global product re-platforming and transformation strategy; lead multi-year platform migration and service model redesign; establish executive governance and lead steering committees; improve processing efficiency and data quality; lead and develop a global organization; ensure compliance with regulatory and operational resilience requirements; modernize implementation methods and operating models.
Seniority
Senior, hands-on IC with executive presence and strategic leadership
