AVP, Business Transformation Leader – Institutional Division

Role Overview

• Drive division-wide change across operations, technology, data, and vendor ecosystems to improve competitiveness, efficiency, resilience, and customer experience as the business continues to grow.
• Architect and deliver the next-generation operating model for the Institutional Division
• Establish clear transformation success metrics tied to business performance and customer outcomes
• Lead a matrixed team of internal and external analysts dedicated to supporting transformation efforts
• Partner closely with business leaders in Operations, Technology, Product to develop, communicate and execute a transformation roadmap, including future service models and technology needs, aligned to the division’s growth strategy, with a focus on scalability, modernization, and operational excellence
• Implement scalable processes and controls that support increased volume, product expansion, and regulatory complexity
• Coordinate vendor transformation initiatives to ensure alignment with modernization goals and delivery commitments
• Champion automation, workflow orchestration, and data-driven decisioning to reduce manual effort, improve cycle times, and free capacity for higher-value work
• Regularly reassess and adjust program plans and timelines to meet evolving business needs
• Establish transformation KPIs and governance to ensure transparency, accountability, and measurable, sustainable outcomes.
• Champion the development and execution of the Change Management strategy
• Promote excellence in portfolio and program management across the team
• Build and lead high-performing, cross-functional teams focused on operational readiness of new operating model, while ensuring adoption of new model
• Foster a culture of agility, engagement, and collaboration

Requirements

• 10+ years in transformation leadership within financial services, insurance, asset management, with Defined Benefit (DB) or Defined Contribution (DC) retirement experience
• Proven success leading complex, cross-functional transformation programs, spanning operations, technology, data, and third-party/vendor ecosystems
• Demonstrated ability to lead large-scale change in environments with strong governance, controls, and regulatory oversight; change management, process modernization at scale, partnering with cross-functional leaders, etc.
• Solid understanding of defined benefit and defined contribution retirement ecosystem including new business, Inforce, customer service and operations
• Exceptional leadership and communication skills with strong ability to influence and align cross-functional teams
• Experience establishing KPIs, managing portfolio health, and driving accountability through program governance
• Strategic thinker with a bias for action and continuous improvement
• Experience transforming or managing BPO/outsourcing operating models and vendor performance frameworks
• Ability to translate strategy into actionable roadmaps and measurable outcomes
• Experience operating in highly regulated environments with strong controls and governance expectations
• Bachelor's or master’s degree in business, Operations Management, or a related field (or equivalent experience)

Benefits

• Your Benefits Start Day 1
• Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
• Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
• Paid Parental Leave as well as an Adoption Assistance Program
• Competitive 401k savings plan with company match and an additional contribution regardless of participation