AVP, Business Transformation Leader - Institutional Division

About the role

We are seeking a forward-thinking and experienced AVP, Business Transformation Leader to join our Institutional Division in Newport Beach, CA or Omaha, NE. This role involves leading a multi-year modernization agenda focused on scaling our division for continued growth, operational excellence, and an even stronger customer experience.

Responsibilities

• 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.
• Understand and account for interdependencies and complexities amongst Transformation and Running of the Day to Day, as well as dependent initiatives.
• Prioritize 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.
• 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.
• Strong 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).

Qualifications

• Master's degree in business, Operations Management, or a related field preferred.
• Experience in 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.
• Strong 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).

Skills

• Strong leadership and communication skills.
• Strategic thinker with a bias for action and continuous improvement.
• Experience in financial services, insurance, asset management, with Defined Benefit (DB) or Defined Contribution (DC) retirement experience.
• Experience leading complex, cross-functional transformation programs, spanning operations, technology, data, and third-party/vendor ecosystems.
• Understanding of defined benefit and defined contribution retirement ecosystem including new business, Inforce, customer service and operations.
• Experience in 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.

Benefits

Your benefits start day one. We prioritize your health and well-being, offer generous paid time off options, and competitive 401k savings plans with company match and an additional contribution regardless of participation. We also provide a Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents.

Pay

Base salary range: $250,000 - $270,000

Schedule

Full-time position.