CareerPlan

Head of Transformation, Investment Services - Senior Vice President

Boston, Massachusetts, USFull-time$225k–$338k2026-10-30 → 2026-11-11

Core

Senior transformation leader driving multi-year operating model modernization, technology/AI adoption, and enterprise alignment for Investment Services.

Role type

Senior SVP transformation leader (strategy & portfolio)

Builds

Modernized operating models, integrated transformation portfolios, and enterprise-aligned delivery capabilities

Domain

Financial services (Investment Services)

Required skills

Large-scale transformation leadership, operating model design, technology modernization, enterprise change management, stakeholder influence, strategic roadmap definition, risk governance

Preferred skills

Agile delivery, data and AI expertise, organizational effectiveness, cross-functional collaboration

Technologies

AI, automation, Agile, enterprise architecture

Responsibilities

Define multi-year transformation roadmap aligned with business strategy; Lead cross-functional transformation programs and governance; Serve as liaison between division and Enterprise Transformation Office; Drive adoption of modern delivery models and technologies; Strengthen risk controls and client trust through simplification

Seniority

Senior, hands-on IC with executive presence