数字化转型主管 — 保险与投资
Head of Digital Transformation — Insurance & Investments
职位概述
数字转型主管负责推动组织的全公司范围内的数字转型计划，将业务战略与技术、数据、自动化和流程再造相结合。
在保险与投资环境中，该职位专注于现代化保险和投资运营，提升客户和员工体验，自动化流程，现代化遗留系统，并利用数据、人工智能、云和数字平台来提高业务表现。
主要职责
制定并执行企业级数字转型战略和路线图。
领导公司在整个组织范围内的战略性数字转型项目组合。
识别流程数字化、自动化、简化和优化的机会。
与保险、投资、财务、风险、合规、运营、人力资源和IT领导层合作。
领导遗留应用程序、平台、工作流程和运营流程的现代化。
推动跨网站、移动应用、门户和自助服务平台的数字化客户旅程。
领导使用RPA、人工智能、机器学习、工作流自动化和智能技术的自动化项目。
改造保险流程，如承保、保单管理、理赔、分销和客户服务。
支持投资/资产管理、组合管理、报告、研究和客户服务中的数字化转型。
推动数据转型、分析、商业智能和人工智能驱动的决策。
领导云计算采用、API、系统集成和数字平台现代化。
建立转型治理、关键绩效指标、里程碑、效益实现和高管汇报机制。
管理转型预算、供应商、顾问、技术合作伙伴和战略项目。
领导组织变革管理、沟通、利益相关者参与和数字化采用。
识别转型风险、依赖关系、资源需求和实施挑战。
确保数字项目符合网络安全、隐私、监管、风险和治理要求。
促进创新和持续改进的文化。
向高管层汇报转型战略、投资需求、进展、风险和成果。
理想候选人背景
12–18年以上在数字转型、技术、业务转型、咨询或金融技术服务领域的经验。
5年以上担任数字转型主管、数字化转型等类似职位的经验。
查看英文原文
Job Summary
The Head of Digital Transformation leads the organization's enterprise-wide digital transformation agenda, connecting business strategy with technology, data, automation, and process redesign.
In an Insurance & Investments environment, the role focuses on modernizing insurance and investment operations, improving customer and employee experiences, automating processes, modernizing legacy systems, and using data, AI, cloud, and digital platforms to improve business performance.
Key Responsibilities
Develop and execute the enterprise digital transformation strategy and roadmap.
Lead a portfolio of strategic digital transformation programs across the organization.
Identify opportunities for process digitization, automation, simplification, and optimization.
Partner with Insurance, Investments, Finance, Risk, Compliance, Operations, HR, and IT leadership.
Lead modernization of legacy applications, platforms, workflows, and operating processes.
Drive digital customer journeys across web, mobile, portals, and self-service platforms.
Lead automation initiatives using RPA, AI, machine learning, workflow automation, and intelligent technologies.
Transform insurance processes such as underwriting, policy administration, claims, distribution, and customer servicing.
Support digital transformation across investment/asset management, portfolio management, reporting, research, and client servicing.
Drive data transformation, analytics, business intelligence, and AI-enabled decision-making.
Lead cloud adoption, APIs, systems integration, and digital-platform modernization.
Establish transformation governance, KPIs, milestones, benefits realization, and executive reporting.
Manage transformation budgets, vendors, consultants, technology partners, and strategic initiatives.
Lead organizational change management, communication, stakeholder engagement, and digital adoption.
Identify transformation risks, dependencies, resource requirements, and implementation challenges.
Ensure digital initiatives align with cybersecurity, privacy, regulatory, risk, and governance requirements.
Promote innovation and a culture of continuous improvement.
Present transformation strategy, investment requirements, progress, risks, and outcomes to executive leadership.
Ideal Candidate Profile
12–18+ years of experience across digital transformation, technology, business transformation, consulting, or financial-services technology.
5+ years in Head of Digital Transformation, Digital Transformation Director, Head of Digital, Chief Digital Officer, Transformation Director, Technology Director, or equivalent leadership positions.
Experience in insurance, investment management, asset management, banking, wealth management, or financial services strongly preferred.
Strong experience in:
Digital transformation strategy
Business/process transformation
Technology modernization
Digital operating models
Automation / RPA
AI & machine learning
Data & analytics
Cloud transformation
Digital customer experience
Change management
Program/portfolio management
Systems integration
Demonstrated success leading complex, enterprise-wide transformation programs.
Strong executive stakeholder and business-partnering capabilities.
Experience managing significant budgets, vendors, consultants, and multidisciplinary teams.
Bachelor's degree in Technology, Computer Science, Business, Engineering, Finance, or related discipline; MBA or relevant transformation certifications advantageous.
Originally posted on Himalayas