Title: Senior Manager - Transformation Architect
US
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our “Win as One” mentality ensures that our team’s success is directly linked to Client, Shareholder and Employee Satisfaction.
Summary:
The Senior Transformation Architect is a principal strategic design resource within Workflow Transformation & Architecture, responsible for defining future-state workflow architecture, operating model design, capability frameworks, and recommendations that advance the Unified Operations Workflow strategy.
Working directly with the Leader of Workflow Transformation & Architecture, this role shapes enterprise workflow direction, evaluates strategic investment opportunities, and translates transformation priorities into a multi-year roadmap.
Responsibilities:
- Develop future-state operating model concepts, workflow architecture frameworks, capability models, design principles, and enterprise recommendations.
- Lead current-state assessments, maturity evaluations, workflow diagnostics, capability gap analysis, and opportunity identification.
- Shape multi-year roadmap recommendations, sequencing logic, investment priorities, business cases, and executive decision materials.
- Lead cross-functional solutioning with Operations, Client Experience, Technology, Product, Process Design & Governance, Data Analytics, and other partners.
- Evaluate workflow modernization, automation, AI-enabled capabilities, platform opportunities, and related operating model implications.
- Mentor Transformation Architects and build repeatable methods, templates, standards, and ways of working.
Qualifications:
- Bachelor’s degree in Business, Operations, Organizational Leadership, Engineering, Business Analytics, Project Management, Information Systems, or a related discipline.
- 8–12 years of experience in business transformation, operating model design, workflow architecture, process transformation, consulting, operational excellence, or enterprise modernization.
- Experience leading complex cross-functional initiatives from current-state assessment and future-state design through roadmap planning and implementation strategy.
- Ability to develop operating models, capability maps, workflow designs, governance frameworks, transformation roadmaps, business cases, and leadership recommendations.
- Strong executive communication, facilitation, stakeholder management, and decision-forum leadership skills.
- Ability to influence senior leaders, resolve ambiguity, connect strategy to execution, and build transformation architecture capability.
Relevant Experience
- Experience in operating model design, enterprise workflow transformation, organizational effectiveness, shared services transformation, modernization, or large-scale business transformation.
- Experience developing transformation roadmaps, investment cases, prioritization frameworks, governance routines, and executive-level decision materials.
- Experience with current-state assessment, future-state design, capability modeling, automation opportunities, AI-enabled use cases, workflow platforms, consulting, financial services, or relevant certifications is preferred.
Core Competencies
- Operating Model & Capability Design: Develops future-state operating models, capability maps, governance structures, workflow models, and organizational capabilities.
- Enterprise Architecture & Systems Thinking: Connects workflow, process, technology, data, governance, people, and adoption into a coherent transformation model.
- Strategic Transformation & Business Case Development: Shapes roadmap scenarios, sequencing logic, investment priorities, value cases, and implementation implications.
- Executive Influence: Develops decision-ready materials and influences senior stakeholders through clear recommendations, structured options, and business rationale.
- Transformation Governance & Capability Building: Aligns roles, decision rights, governance routines, standards, templates, and coaching to sustain transformation.
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