Manager, Transformation Performance and Finance
Core
Establish financial, performance-management, and benefits-realization disciplines to ensure the Wealth Management transformation portfolio delivers commitments and realized value.
Role type
Manager, Transformation Performance and Finance
Builds
Integrated performance-management framework, portfolio dashboards, executive reporting, and benefits records for transformation initiatives.
Domain
Wealth Management / Financial Services / Transformation Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Financial planning and budgeting, Performance management, Benefits realization, Data analysis, Vendor and contract management, Team leadership, Executive reporting, Capital governance, Scenario analysis, Data quality assurance
Preferred skills
Strategic planning, Portfolio management, Change management, Stakeholder management
Technologies
Financial planning systems, Data visualization tools, Portfolio management software
Responsibilities
Design and own the integrated performance-management framework for the transformation portfolio; Lead annual and multi-year financial planning for the Transformation Office; Monitor approved capital and recommend reallocation of underutilized funds; Lead, develop, and set priorities for data and financial analysts; Prepare materials for transformation investment and performance forums.
Seniority
Manager, hands-on leadership
