Technology Strategy & Operations Lead (Hybrid position in Irving, TX or Charlotte, NC)

About the role

We are seeking a lead infrastructure engineer to support the Strategic Technology Planning (STP) organization by assessing, improving, and modernizing the processes, tools, and execution models used to deliver value across Core Infrastructure Services (CIS).

Responsibilities

• Assess current processes and tooling within the Strategic Technology Planning (STP) organization, with emphasis on risk and compliance workflows, control automation, and priority problem solving for CIS leadership.
• Identify inefficiencies, manual effort, and wasted work across STP processes and translate findings into actionable improvement opportunities.
• Build and maintain a strategic execution roadmap focused on automating processes and eliminating non-value-added work.
• Leverage enterprise tools such as Power BI, Tableau, Confluence, and Jira to design more efficient, transparent, and scalable ways of executing work within the STP organization.
• Partner closely with other CIS staff to ensure execution roadmaps align with overall CIS technical strategy and priorities.
• Provide operational and analytical support for both ongoing initiatives and ad-hoc requests in support of the STP executive leader and their directs.
• Contribute to executive-ready insights, dashboards, and presentations that clearly communicate progress, risks, and opportunities.
• Demonstrate consistent delivery excellence, including the ability to meet short turnaround timelines.
• Operate effectively in a collaborative model alongside senior technical and strategy leaders.
• Show strong organizational skills, attention to detail, and ownership mindset.
• Approach challenges with continuous improvement and problem-solving orientation.

Requirements

• 5+ years of Technology Infrastructure Engineering and Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 5+ years technical acumen in enterprise infrastructure functionality, tools, and operational processes within a financial services environment
• 3+ years experience using enterprise execution and collaboration platforms (e.g., Jira, Confluence, Power BI, Tableau)
• 3+ years experience using Tableau, including self-managed extract, transform, and load (ETL) processes and data modeling
• 5+ years experience translating data into actionable insights and solution-oriented recommendations

Qualifications

• Experience working in a Strategic Technology Planning, PMO, or operational excellence function
• Background in automation, workflow optimization, or control/process modernization initiatives
• Familiarity with risk, compliance, and governance processes in large enterprise environments
• Experience supporting executive-level decision making through data visualization and structured analysis

Skills

• Strong understanding of enterprise infrastructure functionality, tools, and operational processes
• Proficiency in enterprise execution and collaboration platforms (e.g., Jira, Confluence, Power BI, Tableau)
• Experience with Tableau, including self-managed extract, transform, and load (ETL) processes and data modeling
• Ability to translate data into actionable insights and solution-oriented recommendations

Benefits

Actual compensation will depend on a number of factors, including the candidate’s actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance.

This position is eligible for company benefits including medical, dental, and vision insurance with an employer contribution, flexible spending or health savings account, life and AD&D insurance, short and long term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally-required benefits.