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The Senior Partner, Business Transformation and Process Improvement is a strategic leader responsible for guiding the bank's business transformation, process improvement initiatives, and M&A integration efforts. This role operates with significant strategic oversight, shaping organizational direction and driving change through collaboration with cross-functional teams and senior leadership and plays a critical role in aligning operational processes and technology solutions with the organization's strategic goals. The position does not include direct supervisory responsibilities; however, it may involve indirect guidance of project/internal teams.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Provide high-level direction for business transformation initiatives to align with the bank's strategic objectives.
- Develop and present strategic recommendations and business cases for process re-engineering, technology adoption, and operational excellence.
- Serve as a subject matter expert in identifying opportunities for operational enhancements, cost reduction, and efficiency improvements.
- Oversee the design and implementation of systematic approaches to optimize business processes, including current and future state process mapping and cost/benefit analyses.
- Champion change management strategies that align people, processes, and technology with the bank's overall vision and objectives.
- Play a pivotal role in merger and acquisition integration efforts by providing strategic oversight and subject matter expertise.
- Collaborate with M&A teams to ensure that integration initiatives are effectively planned, executed, and aligned with the bank's broader strategic goals.
- Monitor and assess integration progress to ensure that intended outcomes are achieved, and identify areas for continuous improvement during and after the integration process.
- Act as a key liaison between senior leadership and cross-functional teams, ensuring transparency, alignment, and effective communication across all levels of the organization.
- Provide indirect guidance and mentorship to project teams, fostering a collaborative environment that drives continuous improvement.
- Influence teams and stakeholders without formal supervisory authority, ensuring that strategic initiatives are delivered on time and within budget.
- Support major strategic initiatives by aligning organizational resources-both human and financial-to drive successful execution.
- Ensure that process improvement and integration projects are aligned with the bank's overall strategic objectives and operational needs.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- Bachelor's degree in Business, Finance, or a related field; an MBA or equivalent advanced degree is preferred.
- At least 8 years of experience in financial services, business transformation, or a related industry. (or combination education and experience)
- Demonstrated success in providing strategic oversight and leading large-scale process improvement, transformation, or M&A integration initiatives.
- Exceptional analytical, problem-solving, and communication skills, with the ability to influence without direct supervisory authority.
- In-depth knowledge of change management methodologies, process mapping techniques, and technology-driven business transformation strategies.
- Proven ability to collaborate effectively with senior leaders and cross-functional teams in a dynamic, fast-paced environment.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
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