Senior Transformation Manager

What you’ll do 

As the Senior Transformation Manager, you will play a pivotal role in leading Selfwealth through a strategic digital & growth transformation journey. Reporting to the Chief Experience Officer (CXO) you’ll be responsible for driving the delivery of key initiatives that improve customer experiences, operational efficiency, and position our platform for continued growth and success. Additionally, you’ll contribute to the successful delivery of the Customer Roadmap ensuring this program of work is seamlessly orchestrated across multiple Selfwealth teams while achieving intended benefits to our customers and shareholders.

Key responsibilities 

CX Transformation Strategy Development

• In conjunction with the CXO, lead the Customer Working Group and consolidated customer transformation roadmap, ensuring it supports the overall business strategy.
• Facilitate prioritisation of cross team initiatives to achieve maximum customer & business value

Project & Program Management

• Lead the implementation of the Customer Roadmap and strategic Selfwealth initiatives (for example new customer platforms, products, service offerings, integration of vendor/partner capabilities)
• Ensure initiatives are delivered on time, within budget and meet predefined quality standards.

Change Management & Organisational Culture

• Develop and execute comprehensive change management plans, including communication strategies and training programs.
• Foster a culture of innovation and collaboration, encouraging employees to contribute ideas and embrace new ways of working.
• Collaborate with technology teams to ensure the seamless integration of new technologies & systems.
• Work closely with Product, Service, Marketing, Compliance & Sales teams to align transformation efforts and drive customer-centric solutions

Value Realisation: Performance Measurement and Analysis

• Establish and monitor KPIs and metrics to track the progress and impact of transformation initiatives.
• Analyse data and insights to make informed decisions and drive continuous improvement.
• Work closely with the Product, Service, Marketing & Sales to drive adoption of new product and service capabilities
• Ensure initiatives adequately assess and mitigate delivered risk into the business, and meet our compliance obligations.

Stakeholder Engagement & Relationship Management

• Build and maintain strong relationships with key stakeholders, including executives, employees, customers, and external partners.
• Gain buy-in and support for transformation initiatives through effective communication and engagement.

Vendor Management

• Manage applicable relationships and deliverables with external vendors and partners, ensuring alignment with strategic objectives.
• Ensure the alignment of implementation activities between Vendors and Selfwealth and the tracking of these.
• Evaluate and negotiate applicable contracts to maximize value and ROI for the organization.

What Success Looks Like:

Success in the Senior Transformation Manager role is evidenced by the seamless implementation of strategic initiatives and the customer roadmap, resulting in improved experiences for customers, employees, and value for shareholders. Success is measured through on time delivery, quality and achievement of initiative outcomes (budget, benefits & adoption rates). A cohesive, collaborative culture embracing change, alongside high stakeholder engagement and adoption, reflects the role’s impact. Furthermore, success is reflected in a cohesive and collaborative work environment, where teams across disciplines work together and deliver integrated and exceptional experiences for our clients.

What you will bring with you

Experience

• Proven experience (8+ years) in leading digital transformation initiatives within a fast-paced, technology-driven environment within the financial services industry
• Strong project management skills, with a track record of successfully delivering complex projects on time and within budget.
• Extensive experience working in product driven, agile working environments
• Exposure to design practises including Customer Centred Design and an understanding of the Digital Product lifecycle.
• Leading the implementation of digital initiatives, such as new platform features, products, mobile applications, cloud solutions, and data analytics tools.
• Developing and executing comprehensive change management plans, including communication strategies and training programs to drive cultural change and engagement.
• Collaborating with cross-functional teams, including Customer Experience, Product, IT, Compliance, Marketing, Customer Service & Operations to align transformation efforts.
• Managing relationships with external vendors and technology partners, ensuring alignment with strategic objectives.
• Strong analytical and problem-solving skills, with the ability to make data-driven decisions and drive continuous improvement.
• Certifications in project management (e.g., PMP), change management (e.g., Prosci), or relevant fields are a plus.