Director, Program Strategy, Retirement Plan Services Modernization Initiatives (PL)
About The Position
The Director, Program Strategy, Retirement Plan Services Modernization Initiatives will lead critical components of a multi-year modernization program to transform Retirement Plan Services recordkeeping capabilities, strengthen operational infrastructure, and prepare the business for future-state platform and service delivery models. The role leads planning, governance, execution, and readiness across complex cross-functional initiatives with significant business, operational, technology, risk, and client implications. The successful candidate will navigate ambiguity, influence stakeholders across a matrixed organization, and deliver through disciplined execution and collaboration. The role partners with business, operations, product, technology, risk, communications, human resources, and client-facing teams to coordinate implementation and prepare teams for change. The position is intended to be performed on site in the specified location(s).
Requirements
- 10+ years of experience leading large-scale transformation, modernization, strategic initiatives, or complex business change programs within financial services or similarly regulated industries.
- Ability to lead through ambiguity and navigate complex, fast-moving environments with multiple priorities, stakeholders, and dependencies.
- Demonstrated success identifying, escalating, and resolving program risks, issues, and roadblocks while maintaining momentum against critical business objectives.
- Experience integrating business, operations, technology, risk, compliance, and other enterprise functions to drive alignment and execution.
- Exceptional stakeholder management and influencing skills, including building consensus, resolving competing priorities, and driving decisions without direct authority.
- Experience translating strategic objectives into actionable plans, execution roadmaps, and measurable business outcomes.
- Ability to lead organizational readiness and change initiatives, including stakeholder engagement, communications, adoption planning, training, and implementation support.
- Strong program leadership capabilities, including governance, integrated planning, dependency management, risk mitigation, and execution oversight.
- Ability to foster accountability, collaboration, and a solutions-oriented mindset across cross-functional teams during significant change.
- Strong executive communication skills, including preparing presentations, status reports, decision materials, and recommendations for senior leadership.
- Bachelor's degree or equivalent combination of education and related experience.
Nice To Haves
- Project Management Professional (PMP), Agile, Scrum, or related program management certifications.
Responsibilities
- Lead planning and execution for Retirement Plan Services modernization initiatives, including implementation and business readiness.
- Coordinate execution and prepare teams for upcoming changes in partnership with business, operations, product, technology, risk, communications, human resources, and client-facing teams.
- Translate modernization objectives into implementation plans with defined ownership, timelines, deliverables, and success measures.
- Lead change and business readiness activities, including stakeholder engagement, process changes, communications, training, operational preparedness, and implementation planning.
- Help leaders and teams understand what is changing, why it matters, and what they need to do differently as modernization capabilities are implemented.
- Identify and manage program risks, dependencies, resource constraints, and adoption issues that could affect implementation or business readiness.
- Develop and maintain integrated project plans, milestones, dependencies, risks, and readiness activities across impacted workstreams.
- Facilitate stakeholder alignment to resolve competing priorities, address implementation issues, and maintain progress against modernization milestones.
- Support governance with executive updates, decision materials, risk assessments, program status reporting, and readiness updates.
- Support conversion and implementation readiness through planning, coordination, operational readiness assessments, and stakeholder preparation.
- Reinforce new processes and ways of working so changes become embedded in day-to-day operations.
- Contribute to measurable improvements in execution, organizational readiness, operational effectiveness, and the client and participant experience.
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What This Job Offers
Job Type
Full-time
Career Level
Director
