Operations - Executive Director, Transformation & Servicing Innovation

Executive Director, Transformation & Servicing Innovation

We're seeking an Executive Director, Transformation & Servicing Innovation to join our dynamic team. This is a critical role that will serve as a strategic partner to the Head of Servicing Operations and the Head of AI Strategy and Transformation, shaping the future of how we operate.

As the Executive Director of Transformation & Servicing Innovation within the Transformation & Servicing Innovation team, you will be at the forefront of a pivotal period of strategic evolution, responsible for leading significant transformation across a massive 12,000+ Full-Time Equivalent organization, primarily composed of call center and back office agents. You will dramatically enhance our client service capabilities, instill a culture of continuous improvement, and champion innovative new ways of working, with a strong focus on leveraging cutting-edge Artificial Intelligence. This is more than just a leadership position; it's an opportunity to be the primary orchestrator of our Servicing Operations' transformation portfolio. You will bridge the gap between bold strategic vision and flawless operational execution, ensuring our client services remain at the pinnacle of efficiency, effectiveness, and customer satisfaction. If you thrive in complex environments, are a master influencer, and possess a relentless promote for impactful delivery, this role offers an unparalleled chance to make a profound impact on our Consumer and Community Banking client base and thousands of our front-line specialists.

Job Responsibilities

• Define and Drive Strategic Transformation: Collaborate closely with leadership to identify and prioritize high-impact opportunities within Servicing Operations. Develop and execute a comprehensive transformation roadmap, with a strong focus on becoming an AI-enabled organization ready for future ways of working. Translate high-level goals into actionable initiatives, establishing clear, measurable KPIs.
• Champion AI and Emerging Technologies: Lead the strategic direction for leveraging AI, agentic capabilities, and large language models (LLMs) to unlock significant operational efficiencies and reshape future work practices within Servicing Operations.
• Orchestrate Transformation Initiatives: Take ownership as the central point of contact for Servicing Operations' transformation portfolio. Strategically organize and drive a robust portfolio of initiatives, ensuring rigorous tracking, on-time and on-budget delivery, and seamless integration into business operations.
• Lead Cross-Functional Change: Act as a local champion and primary integrator, fostering a culture of innovation and continuous improvement. Build strong coalitions across all organizational levels, effectively communicating the "why" behind changes, celebrating successes, and proactively mitigating resistance.
• Identify & Implement Operational Enhancements: Utilize data and analytics to pinpoint inefficiencies and areas for optimization within servicing operations. Champion the adoption of emerging technologies to boost productivity, elevate customer experience, and strengthen operational resiliency.
• Mitigate Risk & Ensure Compliance: Proactively identify and manage risks associated with transformation initiatives. Ensure unwavering compliance with regulatory, operational, and organizational policies throughout all changes to processes and systems.
• Foster Cross-Team Collaboration: Partner with Servicing Operations leaders, front-line managers, staff, and CCB Ops & Product Teams to uncover pain points, inform opportunities, and secure prioritization for AI and innovative solutions.
• Develop Data-Driven Business Cases: Create compelling, data-driven business cases for each proposed initiative, quantifying potential impacts across cost, expense savings, risk mitigation, and both customer and employee experience.
• Enhance Transparency & Buy-in: Establish routines to improve transparency of cross-firm initiatives within Servicing Operations. Provide regular, credible reporting on transformation progress to key strategic stakeholders, proving the value of our investments and ensuring strong buy-in from leadership and staff for smoother adoption of new technologies and processes.
• Drive Leadership Alignment & Representation: Report directly to the Head of Customer Service Strategy, Customer Experience, and Performance Excellence, with dotted line accountability into the Head of AI Strategy & Transformation Office. Act as a key representative for the Servicing Organization in senior leadership meetings, articulating and advancing Operations-led strategic initiatives through impactful executive-level presentations.

Required qualifications, skills, and capabilities

• 15 years of progressive leadership experience with a strong focus on large-scale business transformation and operational excellence.
• Demonstrated expertise in large-scale client service environments (10,000+ employees) , particularly within call centers and investigation operations, understanding their unique challenges and opportunities.
• Proven management consulting background with extensive experience in strategic problem-solving, organizational design, process re-engineering, and complex change management.
• Deep expertise in leading and driving organizational change , including cultural transformation, technology adoption, and workforce evolution.
• Strong track record of leveraging technology (especially AI/ML) to significantly improve efficiency, customer satisfaction, and operational performance.
• Exceptional strategic thinking and analytical skills , capable of translating complex data into actionable insights and strategic recommendations.
• Robust technology and operations knowledge , including expertise in policy, procedures, risk, and controls.
• Bachelor's degree required.
• Flexibility to travel as needed.

Preferred qualifications, skills, and capabilities

• Master's degree in Business Administration, Engineering, or a related field is highly preferred;

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives.