Transformation Lead (Operational Excellence), FI

Morgan McKinley; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

Morgan McKinley Hong Kong is seeking an experienced Transformation and Process Excellence professional to shape the operational transformation roadmap, align initiatives with growth, and translate business challenges into well-scoped programs.

You will design operating models, drive continuous improvement with Lean/Six Sigma and Agile, review end-to-end insurance workflows, and lead automation and governance efforts across projects.

Qualifications

• Bachelor's degree from a globally recognized university.
• 8+ years of relevant experience in large financial institutions.
• Consulting experience is preferable.
• Excellent Cantonese and English communication.

Responsibilities

• Shape the operational transformation roadmap aligned with growth and initiatives.
• Design and implement Target Operating Models to improve service quality, cost efficiency, and resilience.
• Build robust business cases for digital investments with quantified returns.
• Drive Lean, Six Sigma, and Agile programs to reduce waste and cycle times.
• Review end-to-end workflows across insurance domains to remove bottlenecks.
• Establish KPIs/SLAs for turnaround times, productivity and unit costs.
• Identify digitisation and automation opportunities (STP, AI).
• Partner with Insurtech and IT to pilot and scale automation tools.
• Lead solution blueprints from requirements to deployment.
• Manage end-to-end projects with budgets, resources and timelines.
• Mitigate operational risks and ensure regulatory compliance.
• Maintain governance structures with steering committees and dashboards.
• Bridge between operations, technology, risk and executive leadership.
• Drive change management and capability building across teams.

Education

Bachelor's degree from a globally recognized university

Job description

Job Responsibilities

• 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