Strategy Transition Lead

Location Strategy Transition Lead

The candidate will support functional due diligence and location strategy efforts as part of a broader multi-year strategy for the Americas Division. This role will involve collaborating with Back Office and Middle Office teams, including Operations, Finance, Risk, Compliance, HR, and Procurement to gather data, understand current processes, and assist in managing the execution of transition for offshoring, nearshoring, or relocation within the U.S.

The candidate will manage project planning activities, including preparing documentation, tracking milestones, and supporting execution and go-live efforts. Responsibilities may include transition planning, execution, and reporting to allow for close monitoring of risks and progress toward efficiency and cost-related goals.

The candidate must be able to coordinate small to medium projects across multiple teams simultaneously. This role is ideal for someone with experience in project coordination or business analysis within a financial institution, and an interest in organizational change and location strategy.

• Manage transition delivery across a multidimensional program in partnership with functional leads
• Document program stakeholders scope, timing, resource requirements, and deliverables using defined frameworks, and track milestones through formal and informal communication channels to keep momentum and transparency.
• Monitor delivery throughout the life of the program and assess outcomes to ensure completeness. Modify program plan and or timelines as necessary in coordination with business stakeholders. Reexamine financial impacts to timing and or scope changes and report accordingly.
• Review and sign off on milestones and completion proposals. Provide ongoing reporting and analytics on performance cost and delivery and document approvals.
• Promote coordination between program work streams to ensure alignment and awareness of overarching program objectives
• Align with program management teams in other regions or business verticals to share best practice and collaborate on cross divisional or cross regional initiatives as appropriate
• Leverage excellent organizational skills to follow and improve upon standard framework and approach for transformation program implementation.
• Employ communication skills to articulate a clear update and status on program deliverables, milestones, and risks and encourage buy in across all stakeholder groups including business leadership process owners and infrastructure partners
• Continuously solicit feedback and insights from stakeholders and subject matter experts to inform improvements to program plans
• Engage Six Sigma lean and or agile techniques as appropriate

• Minimum years of relevant experience 5 to 7 years
• Project Management experience in a financial firm
• Project Management Skills Excel, Project, PowerPoint, Financial Forecasting Communications skills are a must
• Presentation creation Skills must be able to convey meaningful information in a digestible format for various audiences
• Understanding of Back Office and Middle Office requirements
• Location Strategy experience is a plus

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