Strategic Transformation Program Lead

Catholic Financial Life; Milwaukee (WI); On-site; USD 120,000 - 150,000; Full time

Job summary

Trusted Fraternal Life is seeking a Senior Project Manager to lead complex, cross-functional initiatives that drive growth, operational excellence and modernization. This hands-on leadership role requires structuring ambiguous work, aligning stakeholders and translating strategy into actionable plans.

The role emphasizes governance, progress visibility, risk management and coordination with vendors and internal teams to deliver measurable business value.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• 8+ years of project, program, transformation or related leadership experience.
• Experience within life insurance, annuities, financial services or a related industry.
• Demonstrated success leading complex, cross-functional initiatives with significant business impact.
• Experience supporting large-scale business transformation, system implementation, integration, conversion, product launch, modernization or policy administration platform initiatives.
• Strong leadership, communication, relationship-building and problem-solving skills.
• Demonstrated ability to influence decisions, navigate competing priorities and drive accountability across teams without direct authority.
• Experience working effectively with senior leaders, business stakeholders, vendors and external partners.
• PMP, PgMP, Agile or similar certifications are a plus.

Responsibilities

• Lead the planning, execution and delivery of complex, cross-functional strategic and transformation initiatives.
• Develop and maintain integrated program and project plans, including scope, timelines, milestones, budgets, resources, dependencies and success measures.
• Establish governance and decision-making processes that create transparency, accountability and forward momentum.
• Coordinate multiple workstreams while ensuring alignment with enterprise goals and strategic priorities.
• Translate strategic priorities into executable plans that achieve measurable business outcomes.
• Build trusted relationships across the organization and facilitate executive steering committees, governance meetings and decision-making forums.
• Provide senior leaders with clear visibility into progress, key decisions, risks, dependencies and recommendations.
• Proactively identify and manage risks, issues, assumptions and constraints, developing practical mitigation and escalation plans.
• Partner with vendors, consultants, implementation partners and system providers to ensure successful delivery of program objectives.
• Partner with leaders to support organizational readiness, communication, training and change efforts associated with transformation initiatives.
• Monitor progress against milestones, budgets and success measures and ensure initiatives deliver intended business value and measurable results.

Skills

Leadership

Communication

Stakeholder management

Problem-solving

Cross-functional collaboration

Education

Bachelor's degree or equivalent combination of education and experience

Job description

Trusted Fraternal Life is seeking a Senior Project Manager to lead complex, cross-functional initiatives that drive growth, operational excellence and modernization. This hands-on leadership role requires structuring ambiguous work, aligning stakeholders and translating strategy into actionable plans.

The role emphasizes governance, progress visibility, risk management and coordination with vendors and internal teams to deliver measurable business value.