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 trends, customer expectations 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 so technology supports business priorities.
• Oversee the transformation portfolio and major change programmes, set governance and delivery structures, and monitor milestones, budgets, risks and benefits.
• Build business cases, track expenditure and ROI, and establish benefits realization frameworks.
• Lead change management, working with HR on communication, training and engagement, and promote a culture of innovation and continuous improvement.
• Engage stakeholders and regulators, manage strategic, operational, financial and technology risks, and report progress to executive committees and the board.

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, with experience leading enterprise-wide transformation in complex organizations.
• Experience in insurance, banking, investment management or financial services is highly desirable.
• Proven track record managing large-scale transformation portfolios, budgets and cross-functional teams.

Required skills

• Digital transformation, business process reengineering, operating model design and organizational change management.
• Financial analysis, strategic planning, stakeholder management and executive communication.
• Certifications such as Prosci, PMP, PgMP, Lean Six Sigma or Agile are advantageous.