Director of Business Systems

Wellby Financial•Hercules, TX

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary This role partners closely with executive leadership and cross-functional teams to scale digital capabilities, optimize core systems, advance innovation, and embed a highly efficient, experience-driven mindset across the organization. The Director of Business Systems is responsible for providing strategic and operational oversight of digital banking and core platform solutions in support of enterprise objectives. The role leads multiple specialized teams and ensures system initiatives align with organizational priorities, operational efficiency, member needs, and long‑term growth. This position partners with executive leadership and cross‑functional teams to scale digital capabilities, optimize core platforms, and guide innovation while maintaining strong governance, resilience, and an experience‑focused approach across the organization.

Requirements

Knowledge of Wellby’s organizational functions and general operating policies and procedures.
Knowledge of general office practices and procedures, business English, spelling, and punctuation.
Knowledge of personal computers, utilizing Microsoft Office Suite and other software’s.
Knowledge of financial institution operations and end‑to‑end business processes, including member services, lending, deposits, operations, and back‑office functions, and how these processes interact across the enterprise.
Knowledge of enterprise financial services platforms and supporting technologies, including core banking systems (e.g., Symitar Episys), digital banking platforms, account and loan origination systems, CRM solutions, Service Desk tools, appointment scheduling platforms, enterprise work management solutions, email marketing platforms, and related system integrations.
Knowledge of digital technologies, platform architectures, system integrations (APIs), automation tools, and data flows, including how these components operate within a regulated financial services environment.
Knowledge of financial industry regulatory, compliance, privacy, and data security requirements, including governance expectations related to access controls, data protection, auditability, and enterprise risk management.
Knowledge of Change Management principles, adoption strategies, and organizational readiness practices, as applied to enterprise system implementations, enhancements, and process transformation initiatives.
Knowledge of portfolio management and demand governance practices, including intake processes, prioritization frameworks, dependency management, and value realization methodologies.
Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding devices.
Skilled in translating enterprise strategy and business objectives into executable system roadmaps, delivery priorities, and governing standards that align technology investments with organizational goals.
Skilled in identifying and driving opportunities for automation, simplification, system integration, and technical debt reduction to improve efficiency, scalability, and overall cost structure.
Skilled in establishing and operating governance models, development standards, and delivery rhythms that ensure consistency, quality, risk management, and long‑term sustainability across enterprise systems.
Skilled in evaluating and balancing tradeoffs among cost, risk, speed, and value, using data, metrics, and trend analysis to guide strategic and operational investment decisions.
Skilled in synthesizing complex information into clear executive‑level insights, including presenting concise summaries, recommendations, and outcomes while influencing alignment and decisions across senior leaders, business partners, and technology teams.
Ability to communicate clearly and concisely, orally and in writing.
Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.
Ability to coordinate several concurrent activities simultaneously.
Ability to exercise independent judgment.
Ability to lead strategically with a proactive, results‑oriented approach in a complex, highly regulated environment, exercising sound business judgment, financial acumen, and accountability for outcomes.
Ability to engage, influence, and build credibility with stakeholders at all levels, including executive leadership, while working collaboratively across functions and holding teams accountable for performance and results.
Ability to translate enterprise vision and roadmaps into clear priorities, expectations, and measurable outcomes, ensuring system initiatives align with organizational goals and value objectives.
Ability to anticipate risks, constraints, and future challenges, lead effectively through ambiguity, and proactively develop and execute mitigation strategies while driving organizational change.
Ability to occasionally travel between Wellby Financial facilities as required.
Bachelor’s Degree in a Business, Technology, or related field of study required.
Minimum seven (7) years of progressively responsible experience in digital banking, product management, core banking platforms, technology, or experience design roles.
Minimum three (3) years of leadership experience, including leading managers or leaders of leaders.
Demonstrated success leading enterprise-scale digital banking, core platform, or business systems portfolios.
Bondable For All Candidates

Nice To Haves

Financial services, Credit Union, or other highly regulated industry experience strongly preferred.
Experience delivering omnichannel solutions across mobile, web, core platforms, and integrated systems.
Strong background in product, platform, portfolio, and program management methodologies.

Responsibilities

Enterprise Banking Strategy Development Influence, define, and evolve the enterprise digital banking strategy in alignment with organizational objectives, operational efficiency goals, and member experience priorities.
Lead comprehensive assessments of digital banking capabilities, including core platform health, competitive landscape, and emerging technologies, to inform strategic investment and modernization decisions.
Establish and govern a digital banking and core platform maturity roadmap that enables scalability, resilience, cross‑channel optimization, and sustainable innovation.
Translate enterprise strategy into measurable outcomes, success metrics, and prioritized initiatives that deliver tangible business value, operational efficiencies, and cost optimization.
Executive Digital & Platform Leadership: Serve as a trusted advisor to executive leadership, proactively influencing decisions through insight‑driven recommendations, strategic analysis, and thought leadership.
Lead, mentor, and develop leaders and team members across Business Systems and Core Platform teams, building a strong leadership bench and sustainable succession pipeline.
Oversee organizational design, workforce planning, and capability development across digital banking, core platforms, and business systems to ensure alignment with enterprise strategy and future needs.
Foster a high‑performance, learning‑oriented culture that promotes innovation, accountability, operational excellence, and continuous improvement.
Collaborate with senior leaders across divisions to drive alignment, execution, and shared ownership of enterprise initiatives and outcomes.
Assume responsibility for enterprise‑level initiatives, strategic programs, and special projects, ensuring disciplined execution and measurable results.
Core Platform (Symitar) Strategy, Governance & Operations: Provide executive oversight and strategic direction for the Core Platform function, including Symitar strategy, roadmap planning, and long-term platform sustainability.
Directly lead and manage the Core Platform team, including Symitar programmers, setting clear standards (SDLC), and development practices for all core-related efforts.
Establish and govern intake, prioritization, and delivery processes for core enhancements, integrations, and custom development to ensure alignment with enterprise priorities and capacity constraints.
Ensure the core platform remains secure, resilient, scalable, and optimized, supporting business growth, regulatory requirements, operational stability, and member experience needs.
Partner with Technology, Data, and Architecture leaders to drive efficiencies, reduce technical debt, and continuously improve system performance, reliability, and maintainability.
Oversee core platform operational health and risk posture, including release management, vendor coordination, audit readiness, regulatory support, disaster recovery, and business continuity planning.
Business Systems & Process Optimization Leadership: Provide leadership and direction for Business Systems Analysts who proactively partner with divisions across the organization.
Ensure Business Systems Analysts identify, recommend, and deliver process improvements that drive efficiency, automation, cost reduction, and scalability.
Establish standards and expectations for business analysis, requirements definition, solution design, and value realization.
Promote a consultative, data-driven approach where Business Systems Analysts act as strategic partners to the business rather than reactive order-takers.
Align business system initiatives with digital strategy, core platform capabilities, and enterprise priorities.
Measure and communicate the business impact of automation, process improvements, and system enhancements.
Program & Cost Management: Own the end-to-end digital banking, core, and business systems programs, ensuring initiatives are prioritized based on strategic alignment, value realization, risk, and capacity.
Partner with executive stakeholders to create, fund, and govern multi-year roadmaps that balance innovation, operational excellence, and cost efficiency.
Approve and oversee Lean Business Cases, cost/benefit analyses, and investment proposals to guide prioritization and funding decisions.
Provide executive oversight of the full product and platform lifecycle—from concept through launch, optimization, and retirement.
Ensure effective cross-functional delivery by aligning design, technology, operations, and business teams around shared outcomes.
Establish portfolio governance practices, standards, and operating rhythms to ensure transparency and accountability.
Digital Experience & Human-Centered Design: Advocate for and embed a human‑centered design philosophy across the enterprise, ensuring member and team member needs remain central to all digital banking and system solutions.
Ensure consistent application of journey mapping practices and experience standards to deliver cohesive, intuitive, and high‑quality experiences across channels and touchpoints.
Define experience quality benchmarks and governance mechanisms, ensuring digital banking channels meet or exceed accessibility, usability, brand, and regulatory standards.
Performance, Metrics & Executive Reporting: Accountable for the overall performance, reliability, efficiency, and growth of digital banking channels and the core platform, ensuring alignment with enterprise objectives and member experience goals.
Define, monitor, and govern divisional KPIs, OKRs, operational metrics, and experience measures to enable data‑driven decision‑making and continuous performance improvement.
Leverage data, insights, and trend analysis to proactively identify opportunities, risks, cost‑optimization initiatives, and areas for operational and strategic improvement.
Regularly communicate performance, outcomes, risks, and insights to executive leadership, providing clear recommendations and transparency into progress against strategic goals.
Performs other related duties assigned