lead high-priority digital transformation initiatives that deliver both client value and business outcomes
reducing cost-to-serve, increasing digital adoption, and enabling scalable, reusable capabilities
operate at the intersection of product, strategy, operations, and analytics
bringing structured thinking, customer obsession, and execution rigor
influence decisions through clear storytelling, data-driven insights, and well-articulated business cases
apply a consulting-style problem-solving approach to identify and prioritize high-friction opportunities across client journeys
develop and present data-driven business cases that align customer needs with enterprise value
lead end-to-end execution of strategic initiatives—from hypothesis and design through delivery, adoption, and measurable outcomes
partner cross-functionally with product, technology, operations, and analytics teams to drive transformation at scale
use customer insights, data, and experimentation to inform strategy and continuously improve experiences
shape and influence the roadmap for future transformation initiatives that streamline servicing and improve business performance
communicate effectively with senior executives, synthesizing complex topics into clear, actionable recommendations
Requirements
Proven experience in management consulting, digital strategy, or product leadership roles
Strong structured problem-solving and analytical skills with the ability to break down complex challenges
Customer-centric mindset with a passion for improving end-to-end digital experiences
Track record of driving large-scale transformation initiatives with measurable results
Exceptional executive communication and storytelling skills, with comfort presenting to senior leaders
Ability to influence without authority and lead across highly matrixed organizations
Bias for action, ownership, and delivering outcomes in fast-paced, ambiguous environments
Bachelor’s degree required; MBA or other advanced degree preferred
10+ years of progressive experience in strategy consulting, transformation, or enterprise program leadership; financial services experience is a strong plus
Proven success in leading large scale transformation initiatives from ideation through execution with measurable impact on cost, efficiency or revenue
Expertise in digital transformation, customer servicing & segmentation, or channel orchestration strategy in large matrixed organization
Strong track record of leading complex initiatives across functional lines with measurable business outcomes
Ability to craft executive-ready presentations and business cases to drive decision-making
Comfortable managing multiple priorities in a matrixed, fast-paced environment
Past experience in identifying root causes and design practical solutions — applying a consulting mindset to frame problems, size opportunities, and mobilize execution.
Strong communication and organizational skills; capable of influencing without authority
Have a strong analytical background and use data to drive insights
Comfortable using dashboards, external / internal trends, behavior signals and client metrics to derive insights and shape enterprise thinking
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career