Managing Director, Transformation

Trimont LLC

$160K — $200K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Technology, or related field; MBA preferred.
  • 12-15+ years of leadership experience in financial services or transformation.
  • Experience in private equity-backed or high-growth settings.
  • Expertise in enterprise transformation and M&A integration.
  • Proven ability to translate strategy into execution with measurable outcomes.
  • Strong analytical and change management skills, with stakeholder management experience.
  • Collaborative leader skilled in influencing senior stakeholders.

Responsibilities

  • Lead and execute enterprise transformation initiatives aligned with strategic priorities.
  • Manage cross-functional programs involving operations, finance, and technology.
  • Partner with senior leaders to drive execution and manage risks effectively.
  • Develop business cases and performance metrics for tracking ROI and value realization.
  • Design operating models and governance frameworks to support transformation efforts.
  • Optimize loan servicing and asset management processes for efficiency and compliance.
  • Oversee management reporting and data-driven decision support systems.

Benefits

  • Opportunities for professional development and growth.
  • Collaborative work culture fostering innovation and improvement.
  • Impactful role in shaping company-wide transformation initiatives.
Full Job Description
Job Summary:

The Managing Director, Transformation is responsible for leading enterprise-wide transformation initiatives that advance Trimont's strategic priorities across operations, technology, data, finance, and business functions. This executive will partner with senior leadership to drive execution, optimize performance, lead M&A integration efforts, and deliver measurable business outcomes that support Trimont's continued growth and evolution. The role will play a critical part in shaping operating models, governance frameworks, management reporting capabilities, and value realization across the organization.

Responsibilities:
  • Lead and execute enterprise transformation initiatives aligned with strategic priorities.
  • Manage cross-functional programs spanning operations, finance, technology, data, and business functions.
  • Partner with senior leaders to drive execution, manage risks, and deliver measurable business outcomes.
  • Develop business cases, performance metrics, ROI tracking, and value realization plans.
  • Design and implement operating models, governance frameworks, and change management strategies.
  • Optimize loan servicing and asset management processes to improve efficiency, scalability, and compliance.
  • Oversee management reporting, KPIs, dashboards, and data-driven decision support.
  • Lead M&A integration efforts, including diligence, synergy realization, and operational alignment.
  • Foster a culture of accountability, collaboration, innovation, and continuous improvement.

Required Qualifications:
  • Bachelor's degree in Business, Finance, Technology, or a related field; MBA preferred.
  • 12-15+ years of leadership experience in financial services, transformation, consulting, or related industries.
  • Experience in private equity-backed or high-growth environments preferred.
  • Expertise in enterprise transformation, operations, program leadership, and M&A integration.
  • Proven ability to translate strategy into execution and deliver measurable business outcomes.
  • Strong financial, analytical, change management, and stakeholder management skills.
  • Experience leading cross-functional initiatives, value realization, and risk mitigation efforts.
  • Collaborative leader with the ability to influence senior stakeholders and drive organizational alignment.
  • Experience leading transformation initiatives within commercial real estate, loan servicing, asset management, financial services, or similarly complex operational environments preferred.

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