Transformation Director - Insurance & Investments

About the role

The Transformation Director leads enterprise-wide transformation initiatives in the Insurance & Investments sector, covering digital innovation, business process reengineering, operating model redesign, technology modernization, organizational restructuring, regulatory compliance and cultural change. The role works closely with executive leadership, business unit heads, technology teams and external partners to turn corporate strategy into measurable business outcomes.

Key responsibilities

• Develop and execute the enterprise transformation strategy and roadmap, advise the CEO and executive leadership, and align priorities with strategy, market, customers and regulation.
• Lead business process reengineering and operating model improvements, including simplification, standardization and automation.
• Drive digital transformation (automation, cloud, data analytics, AI) and work with IT leadership on technology investments.
• Oversee the transformation portfolio and major change programmes, set governance and monitor milestones, budgets, risks and benefits.
• Build business cases, monitor expenditure and ROI, and establish benefits realization frameworks.
• Lead change management, working with HR on communication, training and employee engagement.
• Engage stakeholders and regulators, manage risks and report progress to the board and executive committees.

Required profile

• Bachelor's degree in Business Administration, Finance, Economics, IT, Engineering or a related field; Master's or MBA strongly preferred.
• 12-15+ years of progressive experience in business transformation, corporate strategy, organizational development, consulting or enterprise programme management.
• At least 5 years in a senior transformation leadership or director-level position.
• Demonstrated experience leading enterprise-wide transformation in complex organizations; insurance, banking, investment management or financial services experience highly desirable.

Required skills

• Digital transformation, business process reengineering, operating model design and organizational change management.
• Managing large-scale transformation portfolios, budgets and cross-functional teams.
• Financial analysis, strategic planning, stakeholder management and executive communication.
• Certifications such as Prosci, PMP, PgMP, Lean Six Sigma or Agile are advantageous.