Plays a pivotal role in driving high-impact cross-functional process improvements across Asset Management
Cultivates a deep understanding of user needs
Provides thematic and strategic insights and develops actionable solutions
Conducts stakeholder interviews and synthesizes findings into actionable insights
Distills complex information into executive-level updates
Encourages creative thinking and challenges assumptions
Develops mock-ups, process maps, and prototypes
Iterates solutions based on user feedback and prepares presentations for executives and end users
Designs and socializes implementation plans to build consensus
Provides guidance and support through the change process
Refines solutions based on real-time user feedback
Leads or contributes to cross-functional teams
Mentors junior team members and fosters a collaborative environment

10+ years of experience in financial services
BS degree required, MBA or advanced degree preferred
Strong emotional intelligence and relationship-building skills
Exceptional problem-solving and analytical capabilities
Curiosity and ability to ask probing questions
Proficiency in synthesizing quantitative and qualitative data into actionable themes
Strong executive presence
Proven ability to lead meetings and manage sensitive topics constructively
Outstanding communication skills across written, verbal, and visual formats (PowerPoint)
Project management and organizational expertise
Comfort giving and receiving feedback to iterate and improve
Ability to work independently and with ambiguity
Advanced Excel skills for data analysis
Adaptability in fast-paced environments
Attention to detail to produce polished results
Commitment to continuous learning and development
Positive outlook and enthusiastic about finding solutions

Director, Process Strategy – Enablement

Key skills