Executive Director, Transformation & Servicing Innovation (Plano)

Executive Director, Transformation & Servicing Innovation

About the Company

Diverse financial services firm & investment bank

Industry

Financial Services

Type

Public Company

Founded

2000

Employees

10,001+

Categories

• Financial Services
• Finance
• Banking
• Wealth Management
• Banking & Mortgages
• Asset Management
• Investment Banking
• Investment Management
• Venture Capital
• Consulting & Professional Services
• B2B
• Business
• Corporations
• JPMorgan Chase
• Currencies
• New York City
• Economics
• Insurance
• Credit

Specialties

Business Classifications

About the Role

The Company is in search of an Executive Director for Transformation and Servicing Innovation. This pivotal role involves leading a significant transformation within a large client service organization, with a focus on enhancing client service capabilities, instilling a culture of continuous improvement, and championing innovative, AI-driven ways of working. The successful candidate will be responsible for defining and driving strategic transformation, orchestrating initiatives, and leading cross-functional change to ensure the organization's client services remain efficient, effective, and customer-centric. A key aspect of the role is to identify and implement operational enhancements, mitigate risks, and ensure compliance with regulatory and organizational policies.

Applicants must have a minimum of 15 years' progressive leadership experience, with a strong background in large-scale business transformation and operational excellence, particularly within client service environments. A proven management consulting background, deep expertise in leading organizational change, and a strong track record of leveraging technology, especially AI and ML, to improve operational performance are essential. The role requires exceptional strategic thinking, analytical skills, and the ability to translate complex data into actionable insights. A Bachelor's degree is required, with a preference for a Master's degree in a related field, and the candidate should be flexible to travel as needed. The ideal candidate will be a master influencer, capable of fostering a culture of innovation and continuous improvement, and will be adept at building strong coalitions across all organizational levels.

Hiring Manager Title

Head of Customer Service Strategy, Customer Experience, and Performance Excellence

Travel Percent

Less than 10%

Functions