Transformation Lead (Operational Excellence), FI

Company : Morgan Mckinley

Job Type : Full Time

Hong Kong

Job Description - Transformation Lead (Operational Excellence), FI

Job Responsibilities

Strategy & Target Operating Model (TOM) Design

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

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Transformation Lead (Operational Excellence), FI

Job Description - Transformation Lead (Operational Excellence), FI

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