About The Position

The AI and Conversational Banking team is seeking a Senior Manager, Branch Digitization to drive the development and execution of digital transformation initiatives – reducing branch operational workload and increasing self-serve servicing adoption. In this strategic role, you will manage the planning, coordination, and delivery of initiatives that enhance digital capabilities, streamline operations, and improve client experience. You will serve as a strategic bridge between the branch and digital, while working closely with technology, and operations to translate strategic objectives into executable digital initiatives. You will manage complex cross-functional workstreams, support benefits realization, and ensure initiatives deliver measurable value aligned with Digital and Personal Distribution’s business goals.

Requirements

  • Bachelor's degree in business, technology, operations, or related field with 5+ years of experience in product delivery, operations, or related roles in enterprise environments
  • Experience in banking, financial services, or regulated industries
  • Strong understanding of digital capabilities, customer journey design, and process optimization
  • Demonstrated ability to manage cross-functional teams and navigate complex organizations
  • Strong stakeholder management skills with experience communicating with leadership and advisory teams
  • Strong analytical and problem-solving capabilities with data-driven decision-making minds

Nice To Haves

  • Familiarity with customer journey mapping, design thinking, or user experience methodologies
  • Experience in branch operations and advisor enablement
  • Knowledge of banking regulation, compliance frameworks, and operational risk management
  • Consulting experience in strategy, operations, or digital transformation
  • Experience with benefits realization management tracking frameworks
  • MBA or advanced degree in a relevant field

Responsibilities

  • Conduct deep-dive analyses on branch servicing transaction data (volumes, workloads, session types, channel splits) to identify high-value digitization and migration opportunities
  • Build rigorous, well-structured business cases to support prioritization decisions, funding requests, and roadmap sequencing
  • Translate business requirements into clear digital specifications
  • Partner with product and technology teams to ensure solutions address client needs and reduce reliance on the branch and drive measurable outcomes
  • Develop and maintain comprehensive digital transformation roadmaps for branch and digital, aligning initiatives with business priorities and ensure coordinated delivery.
  • Engage stakeholders to gather input, validate assumptions, build consensus, and drive progress through partner alignment and support.
  • Drive end-to-end risk integration in the product lifecycle, ensuring solutions align with organizational risk standards and regulatory requirements.
  • Collaborate with cross-functional teams (e.g., risk management, compliance, and legal stakeholders) to embed controls, secure governance approvals, and mitigate risks.
  • Work with partners to develop and drive go-to-market strategies and change management initiatives to drive adoption and minimize disruption.

Benefits

  • bonuses
  • flexible benefits
  • competitive compensation
  • stock where applicable
  • Leaders who support your development through coaching and managing opportunities.
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