Head of Trustee Transformation & Control Modernization

We are seeking an experienced and forward-thinking leader to establish and lead a Trustee Transformation & Control Modernization function within our retirement business.

The successful candidate will combine deep expertise in financial services operations, risk and controls, and large-scale business change delivery. They will play a critical leadership role in supporting business growth, regulatory readiness, operational resilience, and Member-focused outcomes.

Responsibilities

Transformation Leadership

• Establish and lead a newly formed Trustee Transformation & Control Modernization team
• Develop and execute a multi-year transformation roadmap aligned with strategic business objectives and fiduciary responsibilities
• Lead complex business transformation initiatives involving operating model redesign, outsourcing/insourcing, data migrations, service delivery enhancements, process re-engineering, technology enablement, and organizational change
• Provide senior leadership oversight for major business integration, migration, outsourcing, insourcing, and operational efficiency initiatives
• Act as a trusted advisor to senior management on transformation priorities, execution risks, and change management strategies

Control Modernization & Operational Oversight

• Assess and enhance end-to-end operational control frameworks across retirement and pension administration activities
• Drive continuous improvement of key operational processes through automation, standardization, control optimization, and clearer management accountability
• Establish monitoring frameworks, governance mechanisms, and management information to support effective oversight of critical operational activities
• Partner with operational, technology and Artificial Intelligence (AI) teams to identify control gaps, remediation opportunities, and emerging risks
• Promote a culture of accountability, risk awareness, operational discipline, and member-focused outcomes

Governance and Risk Management

• Work in partnership with the Trustee Services, Compliance, Risk, Operations, Technology, Sales and Finance teams to strengthen governance practices supporting fiduciary and Trustee responsibilities
• Support the design and implementation of governance frameworks, policies, standards, and oversight processes
• Address audit findings, regulatory observations, control remediation programs, and process improvement plans
• Design and implement key risk-focused KPIs to inform senior leaders about emerging risks and trends

Stakeholder Management

• Build strong partnerships across operations, technology, risk, compliance, finance, investment, product, legal, and distribution teams
• Influence stakeholders across multiple business units to achieve strategic outcomes and drive accountability
• Coordinate large, cross-functional working groups involved in transformation, modernization, control enhancement, and operational readiness initiatives
• Support interactions with internal and external stakeholders, including regulators, auditors, service providers, consultants, and strategic partners

People Leadership

• Recruit, develop, and lead a high-performing team of transformation, technology, governance, and operational specialists
• Foster an innovative, collaborative, accountable, and results-oriented culture
• Develop talent pipelines and institutional knowledge in trustee operations, fiduciary governance, controls, and transformation delivery
• Coach team members and future leaders while promoting continuous learning and professional growth

What Motivates You?

• You thrive in roles where you can build new capabilities and solve complex business problems
• You are comfortable working with ambiguity, influencing diverse stakeholders, navigating competing priorities, and creating practical execution plans
• You enjoy bringing teams together across business, operations, technology, risk, and compliance
• You care about strong governance, customer and Member outcomes, and sustainable business growth
• You bring a balance of strategic judgment, operational detail, and pragmatic delivery discipline

What We Are Looking For

• University degree in Finance, Accounting, Law, Information Systems, or a related discipline
• Accounting or audit backgrounds would be an advantage, as would be professional qualifications such as CPA, CFA, FRM, PMP, Lean Six Sigma, or equivalent
• 10+ years of experience in financial services, retirement services, asset management, banking, insurance, fiduciary services, fund administration, asset servicing, or a related industry
• Significant experience leading large-scale transformation, operational improvement, control enhancement, or business change initiatives
• Proven experience managing complex, cross-functional programs involving multiple senior stakeholders and competing priorities

What Can We Offer You?

• A growth trajectory that extends upward and across a leading global financial services company
• Flexible work policies and strong work-life balance
• Professional development and leadership opportunities in a purpose-driven business
• An inclusive, values-led culture that supports accountability, collaboration, and continuous improvement
• The opportunity to make a visible impact on governance, resilience, member outcomes, and the future operating model of a growing retirement business