Transformation Programs - Finance

SMBC; Charlotte (NC); Hybrid; USD 110,000 - 150,000; Full time

Job summary

SMBC in Charlotte, North Carolina, is seeking a Director for the Transformation and Change Management Group. The role involves managing a portfolio of finance projects and executing large-scale change initiatives while collaborating closely with senior stakeholders.

The ideal candidate has over 10 years of experience in change management within the financial services sector. The position offers a hybrid work model, allowing flexibility in working from home and the office.

Qualifications

• Minimum of 10 years experience in change/project management, financial services, or related experience.
• Ability to manage complex projects independently with attention to detail.
• Strong understanding of financial management of project budget and resources.

Responsibilities

• Manage a portfolio of Finance projects and produce executive management updates.
• Execute project management responsibilities for large-scale change initiatives.
• Build relationships with key internal/external stakeholders in project management.

Skills

Change/project management

Financial services experience

Interpersonal skills

Project budget management

Communication skills

Tools

Word

PowerPoint

Excel

Job description

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

Role Overview

To support SMBC Americas' business growth strategy, the Transformation and Change Management Group (“TCMG”) is executing major initiatives to enhance critical processes across US operations and global regions. TCMG is primarily responsible for establishing and managing large-scale programs focused on implementation of processes, methodologies, and systems that meet regulatory requirements and industry best practices. The Director will be responsible for rigorously managing a portfolio of prioritized change projects within the Finance portfolio, working closely with senior stakeholders across SMBC Americas, as well as guiding a team of junior staff.

Responsibilities

• Manage a portfolio of Finance projects / workstreams and produce executive management updates and presentations.
• Design and support change management programs inclusive of stakeholder assessment, impact analysis, and the development and execution of key strategies and plans.
• Execute project management responsibilities for large-scale change initiatives as part of the firm’s Transformation and Change Management Group, providing execution rigor, accountability enforcement, progress monitoring, and stakeholder communication.
• Contribute to the overall design and implementation of programs and/or technology strategy to establish projects that deliver sustainable, scalable solutions.
• Set overall objectives and targets to measure project execution delivery and success criteria of critical milestones and deliverables.
• Perform ongoing monitoring and provide transparent reporting to impacted stakeholders and senior management.
• Build relationships with key internal/external stakeholders centered on collaboration, flexibility, and thoughtfulness in project management.
• Promote the professional development of team members by supporting existing programs and initiatives to continually develop new skills and capabilities, fostering an environment of continuous learning, knowledge sharing, and teamwork, and actively encouraging and contributing to the development of knowledge capital.

Qualifications and Skills

• Minimum of 10 years experience in change/project management, financial services, or related experience.
• Strong capability to manage complex projects independently, coordinating across multiple stakeholder groups, with a rigorous attention to detail.
• Significant knowledge of change/program management, financial operations and planning, risk and controls management, IT processes, and data management.
• Ability to strategically develop and implement complex process and technology change management initiatives.
• Ability to prioritize efforts across multiple projects and manage competing deadlines with stakeholders.
• Strong understanding of financial management of project budget and resources.
• Excellent interpersonal skills; ability to successfully influence and build effective partnerships with all levels of team members and colleagues.
• Ability to manage a team of resources and monitor a large book of work comprised of multiple initiatives.
• Ability to work independently in ambiguous environments that are not clearly defined.
• Ability to be flexible and follow tight deadlines.
• Excellent verbal and written communication and presentation skills commensurate with production and presentation of management-ready materials. Proficiency in Word, PowerPoint, and Excel applications.

SMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.

SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at [e-mail].

EOE, including Disability/veterans