Ex Mg Dr. Transformation

Trimont LLC

$150K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Technology, or related field (Master's or MBA preferred)
  • 15+ years of progressive leadership experience in commercial loan servicing, financial services, or related sectors
  • Demonstrated expertise in financial management, operations, program leadership, and post-merger integration
  • Proven track record in leading enterprise transformation and development
  • Strong analytical, communication, and stakeholder management skills

Responsibilities

  • Develop and drive the transformation agenda in alignment with organizational strategy and market trends
  • Lead cross-functional teams to deliver integrated solutions across finance, operations, and technology
  • Oversee performance measurement for transformation initiatives
  • Analyze and optimize end-to-end loan servicing and asset management processes
  • Design and execute large-scale change programs, ensuring stakeholder engagement and adoption
  • Oversee the development and enhancement of management information systems to provide actionable insights
  • Lead post-merger integration activities, including operational, financial, and technological alignment of acquired entities

Benefits

  • Comprehensive health and wellness programs
  • Retirement savings plan with employer match
  • Professional development and continuing education opportunities
  • Flexible work arrangements
  • Paid time off and holidays
Full Job Description
Position Overview:
The Executive Managing Director, Transformation is responsible for designing and executing enterprise-wide transformation strategies that integrate financial management, operations management, technology, and program leadership. The role also leads post-merger integration and value realization for M&A transactions, ensuring seamless alignment of acquired entities with the organization's operating model. This position ensures the development of robust management information systems to support data-driven decision-making and continuous improvement across the commercial loan servicing platform.

Key Responsibilities:

Strategic & Enterprise Leadership
  • Develop and drive the transformation agenda in alignment with organizational strategy and market trends.
  • Lead cross-functional teams to deliver integrated solutions across finance, operations, and technology.
  • Serve as a trusted advisor to the executive team on transformation priorities, risks, and opportunities.

Financial Management
  • Oversee performance measurement for transformation initiatives.
  • Ensure cost-effective allocation of resources and realization of targeted ROI.
  • Partner with Finance to develop business cases and track financial impact of change programs.

Operations Management
  • Analyze and optimize end-to-end loan servicing and asset management processes.
  • Implement best practices to enhance operational efficiency, service quality, and regulatory compliance.
  • Drive standardization and scalability across business units.

Enterprise Change & Program Leadership
  • Design and execute large-scale change programs, ensuring stakeholder engagement and adoption.
  • Establish program governance, reporting, and risk management frameworks.
  • Foster a culture of innovation, accountability, and continuous improvement.

Group Management Information Development
  • Oversee the development and enhancement of management information systems (MIS) to provide actionable insights.
  • Ensure data integrity, consistency, and accessibility for performance monitoring and strategic decision-making.
  • Collaborate with business units to define and deliver key performance indicators (KPIs) and dashboards.

M&A Post-Deal Integration and Value Realization
  • Lead post-merger integration activities, including operational, financial, and technological alignment of acquired entities.
  • Develop and execute integration plans to ensure seamless transition, cultural alignment, and retention of key talent.
  • Monitor and report on synergy realization, cost savings, and value creation post-acquisition.
  • Identify and mitigate integration risks, ensuring compliance with regulatory and contractual obligations.
  • Serve as the primary point of contact for internal and external stakeholders during the integration process.

Qualifications:
  • Bachelor's degree in Business, Finance, Technology, or related field (Master's or MBA preferred).
  • 15+ years of progressive leadership experience in commercial loan servicing, financial services, or related sectors.
  • Demonstrated expertise in financial management, operations, program leadership, and post-merger integration.
  • Proven track record in leading enterprise transformation and development.
  • Strong analytical, communication, and stakeholder management skills.

Key Competencies:
  • Strategic vision and execution
  • Financial and operational acumen
  • Change management expertise
  • M&A integration and value realization
  • Data-driven decision-making
  • Collaborative leadership

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