Process Excellence Lead

Required Skills & Experience

• Bachelor’s degree required; advanced degree such as an MBA or equivalent preferred.
• Proven management consulting experience is required.
• Strong stakeholder and relationship-management capabilities, including: o Trusted-advisor relationships o Executive facilitation o Conflict resolution o Influence across complex matrixed organizations
• Demonstrated experience with end-to-end process engineering and business process re-engineering, including process diagnostics, current-state and future-state design, root-cause analysis, and implementation.
• Strong financial and business acumen with experience developing: o Business cases o Value frameworks o Measurable outcome metrics o Benefit ownership o Sustained performance-management approaches
• Experience supporting large-scale financial services transformation, including practical experience navigating: o Risk o Compliance o Controls o Operational resilience o Data o Legacy technology constraints
• Experience facilitating executive-level discussions, workshops, and decision-making forums involving multiple stakeholders with competing priorities.
• Proven ability to influence senior leaders and establish alignment across complex organizational environments.
• Exceptional communication, storytelling, and synthesis skills, with the ability to communicate complex concepts in a simple and compelling manner.
• Experience leading multiple concurrent initiatives and managing cross-functional dependencies across business and technology organizations.
• Strong analytical and problem-solving capabilities with a demonstrated ability to translate data into strategic insights and recommendations.
• Ability to navigate ambiguity, operate independently, and drive outcomes in fast-paced and evolving environments.

Job Description

We are seeking an experienced Business Transformation & Process Engineering Lead to partner with executive stakeholders and cross-functional teams to identify, assess, and execute strategic transformation opportunities. This individual will lead complex business process engineering and re-engineering initiatives from current-state assessment through future-state design and implementation planning. The ideal candidate combines management consulting experience, financial services expertise, process transformation capabilities, executive-level communication, and strong business acumen.

The role requires someone who can operate strategically with senior leadership while also working hands-on with business, technology, data, AI, risk, compliance, and operations teams to drive measurable outcomes.

Key Responsibilities

• Partner with executive stakeholders to identify, assess, and prioritize opportunities aligned with strategic business objectives.
• Lead discovery sessions, executive workshops, and working sessions to uncover business challenges, define transformation opportunities, and align stakeholders around a shared vision.
• Lead and contribute to end-to-end process engineering and business process re-engineering, including: o Current-state assessments o Process mapping o Root-cause analysis o Future-state design o Implementation planning
• Work directly with business and functional teams to challenge existing processes, simplify workflows, eliminate friction and non-value-added activities, and design more effective and scalable ways of working.
• Develop strategic roadmaps that translate enterprise priorities into a sequenced portfolio of initiatives while balancing business value, feasibility, organizational readiness, and risk.
• Build compelling business cases and executive recommendations supported by quantitative and qualitative analysis.
• Guide cross-functional teams through the development of future-state operating models, processes, decision structures, and workforce impacts.
• Drive alignment across business, technology, data, risk, compliance, and operations teams while helping teams navigate complex process and execution challenges.
• Establish repeatable process-engineering approaches and transfer knowledge and capabilities to broader teams through hands-on coaching and collaboration.
• Identify dependencies, risks, barriers, and organizational challenges while developing actionable plans to maintain progress toward business objectives.
• Collaborate with AI, data, and technology teams to ensure business objectives remain at the center of solution design and implementation decisions.
• Monitor emerging AI capabilities, industry trends, and competitive developments to continuously inform transformation strategy and opportunity identification.
• Develop executive communications, strategic narratives, and leadership materials that clearly articulate progress, outcomes, and future opportunities.