Transformation Lead (Operational Excellence), FI

Job Responsibilities

Strategy & Target Operating Model (TOM) Design

• Shape the operational transformation roadmap aligned with corporate growth, translating business challenges into well-scoped initiatives.
• Design and implement Target Operating Models to optimize service quality, cost efficiency, and business resilience.
• Build robust business cases for digital and process investments, securing budgets, and projecting quantifiable financial or operational returns.

Process Optimization & Operational Excellence

• Drive continuous improvement programs utilizing methodologies such as Lean, Six Sigma, and Agile to systematically reduce waste and cycle times.
• Review end-to-end workflows across insurance domains (claims notification to settlement, underwriting triage) to eliminate structural bottlenecks.
• Establish operational frameworks, standardizing performance metrics (KPIs/SLAs) for turnaround times (TAT), productivity, and unit costs.

Digital Innovation & Automation Delivery

• Identify opportunities for digitisation, straight-through processing (STP), and intelligent automation.
• Partner with Insurtech and IT teams to scan the market, run pilots, and scale AI, machine learning, or automated workflow tools.
• Lead solution blueprints from business requirement gathering through testing, deployment, and operational adoption.

Program Governance & Execution

• Manage end-to-end project life cycles, maintaining tight control over multi-workstream budgets, resources, timelines, and interdependencies.
• Mitigate operational risks and control designs, ensuring newly designed processes comply with strict insurance regulations.
• Maintain rigorous governance structures, facilitating steering committees and providing transparent status dashboards to executive management.

Stakeholder Management & Change Adoption

• Act as the bridge between operations run teams, technology divisions, risk departments, and executive leadership.
• Drive change management strategies to guarantee smooth organizational adoption of new core systems and workflows.
• Foster capability building through structured training, communication campaigns, and mentoring programs to embed a continuous improvement mindset within teams.

Job Requirements

• Bachelor's degree holder from a globally recognized university
• A minimum of 8 years of relevant experience gained from large financial institutions
• Consulting experience is preferable
• Excellent command of Cantonese and English