数字化转型总监 — 保险与投资
Director of Digital Transformation — Insurance & Investments
职位概述
数字转型总监负责推动全公司范围内的数字转型计划，通过技术、数据、自动化和重新设计的业务流程来提升运营效率、客户体验、可扩展性和业务表现。
在保险与投资领域，该职位专注于通过数字平台、自动化、分析、人工智能、云技术和集成的企业系统来转型保险、投资、财务、客户和企业流程。
主要职责
制定并执行组织的数字转型战略和路线图。
识别数字化、自动化和重新设计业务流程的机会。
领导全公司范围内的数字转型项目和组合。
与业务、IT、投资、保险、财务、风险和运营负责人合作。
推动遗留系统的现代化、平台和技术架构。
领导跨网站、移动应用、门户和自助服务渠道的数字客户体验计划。
实施工作流自动化、RPA、AI、机器学习和智能流程解决方案。
监督保险流程的数字化转型，包括承保、保单管理、理赔和客户服务。
支持投资和资产管理流程、投资组合报告、研究和客户服务的数字化。
推动数据、分析、商业智能和AI驱动的决策。
领导云计算采用、API、系统集成和平台现代化。
建立转型治理、KPI、效益跟踪和项目报告。
管理转型预算、供应商、顾问和战略技术合作伙伴。
识别和管理转型风险、依赖关系和变更影响。
领导组织变革管理、利益相关者参与和数字采用。
确保转型计划符合网络安全、隐私、监管和风险管理要求。
建立持续改进、创新和数字采用的文化。
向高管层汇报转型进展、投资需求、效益和风险。
理想候选人背景
10–15年以上数字转型、技术、咨询、业务转型或金融技术服务领域的经验。
5年以上数字转型总监、数字转型负责人、数字转型主管、首席数字官、技术总监或同等职位的经验。
在保险、投资管理等领域有相关经验
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Job Summary
The Director of Digital Transformation leads enterprise-wide digital transformation initiatives, using technology, data, automation, and redesigned business processes to improve operational efficiency, customer experience, scalability, and business performance.
Within Insurance & Investments, the role focuses on transforming insurance, investment, finance, customer, and corporate processes through digital platforms, automation, analytics, AI, cloud, and integrated enterprise systems.
Key Responsibilities
Develop and execute the organization's digital transformation strategy and roadmap.
Identify opportunities to digitize, automate, and redesign business processes.
Lead enterprise-wide digital transformation programs and portfolios.
Partner with business, IT, investment, insurance, finance, risk, and operations leaders.
Drive modernization of legacy systems, platforms, and technology architecture.
Lead digital customer experience initiatives across web, mobile, portals, and self-service channels.
Implement workflow automation, RPA, AI, machine learning, and intelligent process solutions.
Oversee digital transformation of insurance processes including underwriting, policy administration, claims, and customer servicing.
Support digitalization of investment and asset-management processes, portfolio reporting, research, and client servicing.
Drive data, analytics, BI, and AI-enabled decision-making.
Lead cloud adoption, APIs, systems integration, and platform modernization.
Establish transformation governance, KPIs, benefits tracking, and program reporting.
Manage transformation budgets, vendors, consultants, and strategic technology partners.
Identify and manage transformation risks, dependencies, and change impacts.
Lead organizational change management, stakeholder engagement, and digital adoption.
Ensure transformation initiatives comply with cybersecurity, privacy, regulatory, and risk requirements.
Build a culture of continuous improvement, innovation, and digital adoption.
Present transformation progress, investment requirements, benefits, and risks to executive leadership.
Ideal Candidate Profile
10–15+ years of experience in digital transformation, technology, consulting, business transformation, or financial-services technology.
5+ years in Director of Digital Transformation, Digital Transformation Lead, Head of Digital Transformation, Chief Digital Officer, Technology Director, or equivalent roles.
Experience in insurance, investment management, asset management, banking, wealth management, or financial services strongly preferred.
Strong experience in:
Digital transformation strategy
Business process transformation
Digital operating models
Technology modernization
Automation / RPA
AI & analytics
Cloud transformation
Data transformation
Customer experience / digital channels
Change management
Program & portfolio management
Systems integration
Experience leading complex, multi-functional transformation programs.
Strong business partnering and executive stakeholder-management skills.
Experience managing budgets, vendors, consultants, and transformation teams.
Bachelor's degree in Technology, Computer Science, Business, Engineering, Finance, or related discipline; MBA or relevant transformation/digital certifications advantageous.
Originally posted on Himalayas