Director, Business Strategy- Operations Transformation Programs

About the role

The Operations Transformation Program team, within the Operational Services Group, leads critical initiatives that reflect the firm’s priorities and advance our transformation objectives. Partnering across the business, the team defines and delivers end-to-end solutions that enhance the client experience while driving simplicity, scalability, and reusability. At the center of this work is the Operations Desktop program, a key enterprise priority focused on designing the future-state desktop experience for Operations professionals and key partners across Advisor Services, Investor Services, and Workplace Services.

Responsibilities

• Own and lead the Operations Desktop program, shaping both the long-term vision and day-to-day execution.
• Bring structure to complexity, defining strategy, navigating tradeoffs, and driving alignment across a diverse set of stakeholders, to ensure the program delivers meaningful, scalable outcomes for Operations.
• Lead the program through ambiguity to successful execution, partnering across functions to evaluate business needs, and translating strategy into actionable, enterprise-wide plans.
• Develop and deliver compelling materials for senior leadership, lead executive-level forums, and provide transparency into program progress while guiding decisions on high-impact initiatives.
• Build trusted partnerships across Operations, Corporate Strategy, Technology, and client-facing teams, ensuring solutions reflect the full scope and complexity of the organization while delivering seamless client and representative experience.
• Coach and develop a team of experienced professionals within a matrixed environment, fostering collaboration and accountability even when direct reporting relationships do not exist.
• Drive program delivery with a strong attention to detail and a deep understanding of the broader organizational landscape.

Requirements

• 12+ years of work experience, including 2-3 years of experience in business analysis or strategy.
• 5+ years of leading teams with demonstrated coaching and people development skills.
• Demonstrated experience operating at a director level, leading complex, cross-functional initiatives and/or organizations, with accountability for setting strategy, influencing senior stakeholders, and delivering enterprise-scale outcomes within a matrixed environment.
• Prior experience leading large multi-year initiatives that required strategic thinking, planning, execution and change management.
• Demonstrated deep knowledge in Operations, with a comprehensive understanding of end-to-end processes, performance drivers, and operational risk.
• Strong analytical skills, creativity in problem solving, and attention to detail.
• Excellent communication skills, both written and verbal, with demonstrated ability in developing materials and effectively communicating information.
• Forward-looking mindset with a focus on long-term solutions that will meet the evolving needs of the business in the future.
• Self-starter mindset with a willingness to jump in and learn, make quick decisions, and adjust as needed.
• Ability to handle ambiguity in a dynamic and fast-moving work environment.

Qualifications

• Bachelor’s degree required.
• MBA or advanced degree a plus.

Skills

• Strong executive communication and influence.
• Leadership and team-building skills.
• Strategic thinking and planning.
• Change management and execution.
• Collaboration and stakeholder engagement.
• Attention to detail and organizational skills.
• Ability to handle ambiguity and adapt to change.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.