Finance & Business Management - Vice President

In this role, you partner with senior leaders to steer transformation, product and operations strategy, and data-driven decision making within the Client Onboarding & Documentation function. You will translate strategy into measurable roadmaps, lead or support enterprise-scale initiatives, and provide executive-ready insights to drive operational excellence. You will connect cross-functional teams to deliver end-to-end execution, balancing financial planning with a data-informed view of performance. This is a high-impact role with a clear emphasis on governance, storytelling, and stakeholder collaboration.

• comprehensive health care coverage
• on-site health and wellness centers
• retirement savings plan
• tuition reimbursement
• mental health support
• financial coaching

• Define objectives, targets, and metrics with senior leaders; translate strategy into actionable roadmaps
• Lead or support operations product and transformation initiatives (process redesign, digitization, AI use cases)
• Own headcount and expense forecasting; support annual budgeting and business reviews
• Manage allocations and cost-to-serve modeling to inform pricing and investments
• Develop rigorous business cases and investment memos; manage investment governance and benefits tracking
• Build and evolve operational and product metrics frameworks and executive dashboards
• Analyze large data sets to identify trends and root causes; craft executive narratives and recommendations
• Prepare materials for senior forums to clearly tell the business story
• Coordinate cross-functional deliverables; drive decisioning and issue resolution
• Manage governance, training, access, resiliency planning, and people initiatives

• 6+ years of progressive experience in financial services or related industries in roles such as business management, operations/product management, strategy/consulting, or transformation
• Experience leading operations product or transformation efforts with measurable outcomes
• Strong financial acumen in budgeting, forecasting, allocations, and cost modeling
• Advanced data literacy and ability to translate insights into decisions; comfortable partnering with data teams
• Exceptional communication and storytelling skills for senior audiences
• Strong stakeholder management and collaboration across levels and functions
• Highly organized, self-motivated, and able to manage multiple priorities in a fast-paced environment
• Excellent PowerPoint and Excel skills

• communication excellence
• stakeholder management
• collaboration
• dashboarding/Business Intelligence tools
• AI-enabled productivity tools
• advanced Excel