Head of Services Investment Planning and Business Processes Improvement

Head of Services Investment Planning and Business Processes Improvement

Requirements

• 15+ years experience in Financial Services with 5+ years in Technology Strategy, leading transformations and developing/executing technology plans and roadmaps for complex global businesses. Experience with business process mapping solutions a plus
• Understanding and experience with Lean Agile frameworks and complex Agile projects (Lean/Product Owner certifications preferred)
• Deep understanding of Services products, business management, architecture, network, and regulatory responsibilities
• Strong understanding of operations, execution points, and taxonomy design
• Proven leadership, communication, and collaboration skills, with the ability to influence across all levels
• Ability to manage through influence, build rapport with senior stakeholders, and drive execution in a matrixed environment
• Risk-based thinking and analytical mindset
• Experience working in a global, matrixed environment, and building and leading high-performing teams
• Proficient in Microsoft Office Suite, experience with Lean/Six Sigma experience a plus
• Extensive experience in strategic thinking and problem solving skills
• Undergraduate degree in STEM or business discipline, with substantial technology experience required; Master’s degree preferred

Responsibilities

• Oversee the annual technology investment process for Services, partnering with both Business and Technology stakeholders to champion a capability-oriented, economy of execution and minimal duplication approach while leading the business through a timely and comprehensive planning and execution cycle
• Track ROI through structured governance forums, regular reviews with businesses, and effective metrics, collaborating with stakeholders to monitor spend, identify opportunities and propose actions, and deliver expected outcomes on budget
• Analyze current technology landscape and identify gaps and opportunities for investment, working toward a shared services methodology across all lines of business
• Ensure that business stakeholders develop business cases for technology investments, outlining the expected benefits and costs in line with Services priorities
• Prioritize investments based on business value, risk reduction, and strategic alignment, ensuring focus on reducing risk and improving productivity, and ensure effective prioritization across competing priorities
• Lead CEAM deployment across Services, including documentation, analysis, and optimization of current and future state business processes. This includes leading the team through process discovery and mapping exercises to document ‘as-is’ processes and designing optimized ‘to-be’ processes, and maintaining a centralized repository of process documentation
• Develop and implement process improvement initiatives, driving efficiency gains and cost savings, overseeing the implementation and tracking the impact on business outcomes
• Promote the adoption of Agile methodologies across the organization, driving an end-to-end value-oriented approach and adapting agile principles to process improvement
• Ensure alignment on technology budget allocation, prioritizing process automation and simplification opportunities in partnership with Technology and Business teams, ensuring solutions are scoped to support future state objectives

Preferred Qualifications

• Experience with business process mapping solutions a plus
• Lean/Six Sigma experience a plus