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  • Posted: Oct 25, 2024
    Deadline: Nov 8, 2024
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    Equity Bank Limited (The "Bank”) is incorporated, registered under the Kenyan Companies Act Cap 486 and domiciled in Kenya. The address of the Bank’s registered office is 9th Floor, Equity Centre, P.O. Box 75104 - 00200 Nairobi. The Bank is licensed under the Kenya Banking Act (Chapter 488), and continues to offer retail banking, microfinance a...
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    Channels Support Specialist – Internet Banking

    Role Description

    The Channels support specialist – Internet Banking is a role that supports the business to achieve its goals and objectives by using effective and efficient practices to achieve strategic objectives and product support to customers. Additional responsibilities will include providing the highest level of service to resolve the customer's issue and restore the customer to fully functioning status, while strengthening the customer.

     Responsibilities

    • Document and describe application defects and track those defects to resolution.
    • Manage open tickets resolution times on ticket SLA’s and manage vendor on issues/incidents raised with them for resolution.
    • Perform capacity and performance management for E- banking applications.
    • Configure, test and deploy newly released fixes into UAT, Pre-prod and subsequent migration to production environments.
    • Level 2 support for client facing application issues raised by level 1 support analysts.
    • Prepare method of procedure (MOP) documents and training manuals to be used by level 1 engineers to troubleshoot and resolve known issues in E-banking applications.
    • Maintain system uptime on set standards and ensure proper escalation where required.
    • Formulation and validation of SQL scripts for generating business reports.
    • Drive efforts to proactively identify application or system issues improving availability and performance.
    • In depth knowledge of code deployments and SDLC processes.
    • Using organization skills maintains personal knowledge of recent environment/software updates to ensure accurate customer communication.
    • Document application workflows to create the ability to identify issues at their different layers within the application architecture.
    • Participates in training programs to continuously improve product knowledge and service skills.

    Qualifications

    • Degree in Computer Science, IT, Telecommunications or related qualification.
    • Knowledge on E-banking platforms.
    • Ability to carry out integrations through completion of System Integration Testing and User Acceptance Testing.
    • Ability to work with diverse teams and various stakeholders to accomplish tasks in heterogeneous 24x7 high-availability operations environments, with significant levels of direct customer interaction.
    • Knowledge in UNIX and Linux systems support is a MUST, administration and Linux scripting an added advantage.
    • Good knowledge and experience working with Databases: Oracle PLSQL, MySQL.
    • Solution architecture troubleshooting, performance tuning and problem resolution.
    • Knowledge of application server Administration: Preferably WebLogic, JBOSS.
    • Programming skills an added advantage.
    • Excellent communications skills, good listener, team player, positive attitude is a must.
    • Able to keep a good relationship with customers. Flexible and co-operative.
    • Able to work under pressure and be quality orientated.
    • Available to take part in 24 x 7 support coverage roster.
    • Knowledge in container-based technologies like Kubernetes and experience with Redhat OpenShift is an added advantage.
    • Understanding of cloud environments, particularly Azure, AWS.
    • Experience with IT service management (ITSM) and best practices.

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    Transformation Portfolio Head

    Role Objective:

    This role serves to oversee and manage the entire portfolio of transformation initiatives, ensuring that projects are aligned with EGH strategic objectives and are delivering the expected business value. This role involves high-level planning, prioritization, governance, risk management, and ensuring that the portfolio is balanced and optimized in terms of resources, timelines, and business outcomes. The Transformation Portfolio Lead ensures that EGH is investing in the right initiatives and that these initiatives are being executed efficiently and effectively. 

    The Transformation Portfolio Lead ensures that the portfolio delivers measurable benefits, supports continuous improvement, and provides clear visibility to senior leadership on the performance and health of the portfolio. Their role is essential in ensuring that the transformation is executed efficiently, strategically, and with a focus on long-term success. 

    Key Functions: 

    • Manages the portfolio of transformation programs to ensure alignment with the EGH strategic goals.
    • Prioritizes projects based on business value, resource availability, and risk.
    • Ensures that transformation programs are delivered within scope, on time, and within budget.
    • Provides governance and oversight to ensure transparency, accountability, and adherence to standards across all transformation programs. 

    Responsibilities: 

    Portfolio Strategy and Alignment 

    • Portfolio Strategy Development: Develop the transformation portfolio strategy to ensure that all initiatives are aligned with EGH strategic objectives.
    • Strategic Alignment: Work closely with senior leadership to ensure that the portfolio reflects EGH priorities and addresses key business drivers, such as growth, operational efficiency, digital transformation, and customer experience.
    • Transformation Roadmap: Create and maintain a transformation roadmap that provides a clear timeline and sequencing of initiatives, ensuring coherence and integration across the portfolio. 

    Prioritization and Decision-Making 

    • Project Prioritization: Develop a prioritization framework to evaluate and rank projects based on factors such as business impact, strategic alignment, risk, and resource availability.
    • Portfolio Balancing: Ensure that the portfolio is balanced in terms of short-term and long-term initiatives, risk versus reward, and resource allocation. Adjust priorities based on evolving business needs and emerging opportunities.
    • Decision Support: Provide data-driven insights and recommendations to the Transformation Steering Committee and executive leadership to support decision-making regarding project approvals, postponements, or cancellations. 

    Portfolio Governance and Oversight 

    • Governance Framework: Establish and enforce a robust governance framework to ensure that transformation projects are executed with transparency, accountability, and in alignment with corporate policies and standards.
    • Oversight of Program Management: Provide oversight and direction to the Program Management Office (PMO) to ensure that project managers are adhering to best practices in project execution, risk management, and reporting.
    • Portfolio Reviews: Lead regular portfolio review sessions with key stakeholders to assess progress, address challenges, and make necessary adjustments to the portfolio. 

    Risk Management and Issue Resolution 

    • Portfolio Risk Management: Identify and manage risks across the entire transformation portfolio, develop mitigation strategies for high-risk initiatives and ensuring contingency plans are in place.
    • Issue Escalation: Serve as the primary escalation point for major issues or roadblocks that may threaten the success of the transformation portfolio. Collaborating with senior leadership and program leads to resolve critical issues.
    • Dependencies Management: Monitor interdependencies between transformation projects to ensure that timing, resources, and deliverables are managed in a way that minimizes conflicts and optimizes outcomes. 

    Resource Management and Allocation 

    • Resource Allocation Strategy: Develop and implement a resource allocation strategy that ensures optimal use of human, financial, and technological resources across the portfolio. Work closely with HR and finance teams to determine and secure the necessary resources for each initiative.
    • Capacity Planning: Monitor resource capacity and availability across the portfolio, ensuring that programs are adequately staffed and that workloads are distributed effectively.
    • Vendor and Partner Coordination: Oversee relationships with external vendors and partners, ensuring that their contributions are aligned with portfolio objectives and deliverables. 

    Financial Management 

    • Portfolio Budgeting: Develop and manage the overall transformation portfolio budget, ensuring that resources are allocated efficiently and that projects are delivering maximum return on investment (ROI).
    • Cost Control: Monitor the financial performance of the portfolio, ensuring that projects remain within budget and that any cost overruns are addressed promptly.
    • Value Realization: Work closely with the Transformation Analytics, Insights, and Benefits Realization Lead to track the financial and operational benefits of transformation initiatives, ensuring that the portfolio is delivering expected value. 

    Performance Monitoring and Reporting 

    • Portfolio Performance Metrics: Define key performance indicators (KPIs) and success metrics for the portfolio, such as on-time delivery, budget adherence, risk status, and business value delivered.
    • Dashboard Reporting: Implement and maintain portfolio dashboards that provide real-time visibility into the performance of the portfolio. Share these insights with senior leadership and the Transformation Steering Committee to support informed decision-making.
    • Continuous Monitoring: Monitor the health of the portfolio continuously, identifying underperforming projects early and taking corrective actions as necessary to bring them back on track. 

    Benefits Realization and Business Value 

    • Value Delivery: Ensure that the transformation portfolio delivers measurable business value by focusing on key outcomes such as operational efficiency, cost savings, revenue growth, or enhanced customer experience.
    • Benefits Tracking: Work closely with program and business leads to define, track, and report on the benefits of each initiative. Ensure that benefits are realized and sustained beyond the completion of the programs.
    • Post-Implementation Reviews: Lead post-implementation reviews to assess whether programs have met their objectives and delivered the expected business benefits. Capture lessons learned and best practices to inform future initiatives. 

     Stakeholder Engagement and Communication 

    • Stakeholder Management: Engage with key stakeholders across EGH, including business unit leaders, transformation leads, and senior executives, to ensure alignment and buy-in to the portfolio's objectives and progress.
    • Regular Updates: Provide regular updates on the status of the transformation portfolio to the Transformation Steering Committee and executive leadership, ensuring transparency and proactive communication.
    • Cross-Functional Collaboration: Facilitate collaboration between different teams and functions to ensure alignment and a shared understanding of portfolio priorities. 

     Continuous Improvement and Optimization 

    • Portfolio Optimization: Continuously evaluate the performance of the portfolio and adjust as needed to improve efficiency, manage risks, and maximize business value.
    • Process Improvement: Implement continuous improvement practices within the portfolio management function, leveraging lessons learned from previous projects to improve future project execution.
    • Adaptability: Stay agile and responsive to changes in the business environment, adjusting the portfolio as needed to respond to new opportunities or challenges.

    Qualifications

    Requirements: 

    • Bachelor's or Master's in BBIT, Program Management or related field 
    • At least 15 years of experience in a similar role in a transformative set up.
    • Experience in business transformation and change incorporating significantly sized projects
    • Experience in developing and implanting business reform and optimization 
    • Demonstrated ability to engage stakeholders at all levels, preferably in a multi country context.
    • Strategic in mindset
    • Good facilitation skills 

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    Enterprise Architect

    Role Objective:

    This role serves to ensure that transformation initiatives align with the overall enterprise architecture and long-term technology and business strategy. The role acts as a bridge between the Equity Group strategic vision and the detailed execution of transformation programs, ensuring that all projects conform to the defined architecture principles, frameworks, and standards.  

    Key Functions: 

    • Defines and maintains the overall architectural vision, ensuring alignment between business strategies and technology solutions.
    • Oversees the design, integration, and governance of technology systems and platforms as part of the transformation program.
    • Ensures that all transformation initiatives follow a unified architectural approach and enable realization of EGH strategic objectives. 

    Responsibilities: 

    Architectural Vision and Strategy 

    • Enterprise Architecture Framework: Develop and maintain an enterprise architecture framework that aligns with EGH strategic objectives, business transformation initiatives, and technology roadmaps.
    • Long-Term Vision: Define the architectural vision that supports the transformation office’s objectives, ensuring alignment between business, data, application, and technology layers.
    • Strategic Alignment: Ensure all transformation initiatives, including business, technology, and digitization projects, adhere to the enterprise architecture vision and strategy. 

    Technology Roadmap and Integration 

    • Technology Roadmap Development: Work closely with Technology Architects to develop and implement a technology roadmap that ensures the applications and platform aligns with future-state architecture.
    • Platform Integration: Ensure that new technologies, systems, and solutions introduced during the transformation program are seamlessly integrated and improve the existing technology landscape.
    • Scalability and Flexibility: Ensure that the architectural design accommodates future growth, scalability, and flexibility in response to emerging business needs and new technologies. 

    Standards and Governance 

    • Architecture Governance: Establish and enforce architectural standards, principles, and best practices to guide the design and implementation of technology solutions across EGH.
    • Technology Governance: Ensure that all technology-related transformation projects adhere to predefined governance frameworks and quality standards.
    • Architecture Reviews: Conduct architecture reviews of key transformation initiatives to ensure conformance with the defined enterprise architecture and recommend adjustments as necessary.
    • Architecture Tools: Identify tools to guide integrated management and delivery of business and IT activities, leveraging automation to enforce compliance to architecture principles during design, build, test and deployment cycles. 

    Collaboration with Stakeholders 

    • Business and IT Collaboration: Collaborate closely with business and IT leadership to ensure that architectural decisions align with the EGH business model and technological capabilities.
    • Transformation Steering Committee: Provide architectural insights and guidance to the transformation steering committee, helping them make informed decisions on prioritization and alignment of transformation initiatives.
    • Vendor and Partner Alignment: Work with strategic external co-creators (e.g., TCS, Huawei, Infosys) and partners to ensure that their solutions enable the EGH business model, strategic objectives and fit within the broader enterprise architecture. 

    Innovation and Emerging Technologies 

    • Technology Trends Analysis: Research and evaluate emerging technologies, trends, and innovations (e.g., AI, blockchain, cloud computing) and identify strategic fitment to direct modernization and recency of the EGH architecture design.
    • Innovation Strategy: Lead efforts to incorporate new and emerging technologies into the enterprise architecture in ways that provide competitive advantage and improve operational efficiency.
    • Proof-of-Concept (PoC) Management: Facilitate PoCs to test the feasibility and effectiveness of new technologies within the enterprise architecture framework before full-scale implementation. 

    Risk Management and Compliance 

    • Architecture Risk Management: Identify and mitigate risks associated with architectural decisions, particularly those related to business process modeling, system integration, scalability, data security, and regulatory compliance.
    • Compliance Alignment: Ensure that the enterprise architecture adheres to industry standards, regulatory requirements, and security policies.
    • Data Governance: Collaborate with data governance teams to ensure data architecture is compliant with regulations (e.g., GDPR, data privacy laws) and supports secure and efficient data management. 

    Documentation and Knowledge Management 

    • Architecture Blueprint: Develop and maintain detailed architecture blueprints, models, and documentation that describe the current and future state of the enterprise architecture.
    • Knowledge Transfer: Ensure that architectural decisions and frameworks are well-documented and shared with relevant stakeholders across the transformation office to facilitate consistent implementation.
    • Architecture Repository: Maintain an architecture repository that provides access to architectural artifacts, models, principles, and guidelines for ongoing transformation efforts. 

    Continuous Improvement and Optimization 

    • Architecture Optimization: Continuously evaluate and refine the enterprise architecture to ensure it remains relevant, efficient, and aligned with evolving business and technological needs.
    • Lessons Learned: Analyze and document lessons learned from transformation projects to improve future architectural decisions and approaches.
    • Performance Monitoring: Track the performance of the enterprise architecture in terms of how well it supports transformation initiatives and identify opportunities for improvement. 

    Qualifications

    Requirements: 

    • Bachelor's or Master's in BBIT or related field that provides academic balance between business and IT
    • At least 10 years of experience in a similar role in competitive international set up;
    • Experience in business transformation and change incorporating significantly sized projects
    • Experience in developing and implanting business reform and optimization architecture projects with proven experienced in supporting process change projects.
    • Demonstrated ability to engage stakeholders at all levels, preferably in a multi country context.
    • Strategic in mindset
    • Good facilitation skills 

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    Conformance and Assurance Head

    Role Objective:

    This role serves as a first (1st) line defense and collaborates with 2nd line defense teams to embed compliance, quality assurance and risk management in the various transformation programs at initiation stage. 

    Key Functions: 

    • Oversees and ensures that 1st line compliance, quality assurance, and risk management aspects of transformation initiatives are embedded at conceptualization phase.
    • Ensures that all transformation activities are subjected to legal, regulatory, and internal governance conformance checks as required across Equity Group entities.
    • Provides independent assurance that transformation projects are delivering value, mitigating risks, and maintaining compliance in alignment with Equity Group AARP. 

    Responsibilities: 

    Regulatory Compliance 

    • Ensure that all transformation projects adhere to applicable regulatory requirements across different jurisdictions (e.g., financial regulations, data privacy laws, cybersecurity regulations).
    • Compliance Audits: Conduct regular compliance audits across transformation initiatives to ensure adherence to regulatory frameworks and internal policies.
    • Legal and Regulatory Liaison: Act as the point of contact for legal and regulatory bodies, ensuring that transformation projects meet external and internal compliance requirements. 

    Risk Management and Mitigation 

    • Risk Identification and Assessment: Identify potential risks associated with transformation projects, including operational, financial, reputational, and regulatory risks.
    • Risk Mitigation Plans: Develop and implement risk mitigation strategies, ensuring proactive management of risks throughout the transformation lifecycle.
    • Issue Escalation: Ensure that high-impact risks or issues are promptly escalated to senior leadership and the transformation steering committee for resolution. 

    Quality Assurance (QA) 

    • QA Frameworks and Standards: Develop and enforce quality assurance frameworks to ensure that all transformation initiatives are delivered to the highest standard.
    • Project Reviews: Conduct regular quality assurance reviews of transformation projects to ensure compliance with agreed-upon quality standards, milestones, and deliverables.
    • Test Management: Oversee functional and non-functional testing for new systems and processes to ensure that they meet defined quality benchmarks and performance metrics before going live. 

    Governance and Audit 

    • Governance Compliance: Ensure that all transformation initiatives follow the governance frameworks established by the transformation office and corporate governance standards.
    • Independent Audits: Coordinate and or conduct as required, independent audits of transformation projects to assess conformance with established policies, procedures, and regulatory requirements.
    • Governance Reporting: Regularly report governance and compliance findings to senior leadership and the transformation steering committee, highlighting any deviations or areas requiring corrective action. 

    Assurance of Benefits Realization 

    • Independent Benefits Assurance: Provide independent assurance that the benefits projected from transformation initiatives (e.g., cost savings, operational efficiencies, revenue growth) are being realized as planned.
    • Post-Implementation Reviews: Coordinate and or conduct, as required, post-implementation reviews to verify that transformation projects deliver the expected outcomes and meet agreed business objectives.
    • Corrective Action Plans: Recommend corrective actions in cases where benefits realization is falling short or where transformation projects are not achieving the expected value. 

    Documentation and Reporting 

    • Compliance Documentation: Maintain accurate documentation of compliance activities, quality assurance processes, risk assessments, and conformance reviews.
    • Reporting: Provide detailed reports on conformance, compliance, and quality assurance to the transformation leadership and audit committees, ensuring full transparency of transformation performance. 

    Continuous Improvement 

    • Feedback Loops: Implement mechanisms for continuous feedback on compliance, risk, and quality assurance to improve future transformation projects.
    • Lessons Learned: Document and share lessons learned from audits, risk management activities, and compliance reviews to foster a culture of continuous improvement. 

    Qualifications

    Requirements 

    • Bachelor's degree finance, operations management
    • At least 7 years’ experience in compliance, risk management, or audit roles within the financial services industry, well rounded across business functions.
    • Professional compliance or audit qualifications preferred. 

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    Transformation Portfolio Analytics, Insights and Benefits Realization, Head

    Role Objective:

    This role serves to ensure that the transformation program is delivering measurable value, and that decision-makers have the insights needed to guide transformation programs effectively. This role is responsible for defining, tracking, and reporting on key performance indicators (KPIs), financial benefits, and operational improvements across the portfolio. The lead ensures that transformation programs deliver on promises by monitoring performance and benefits realization, providing data-driven insights, and driving continuous improvement based on analytics. 

    Key Functions: 

    • Tracks and measures the performance and value realization of transformation programs across the portfolio.
    • Provides analytics and insights to support informed decision-making and guide adjustments to the transformation strategy.
    • Ensures that transformation programs deliver tangible business benefits and value, aligning with organizational objectives.
    • Establishes a framework for benefits realization and ensures that outcomes are tracked, measured, and sustained post-implementation. 

    Responsibilities: 

    Benefits Realization Framework Development 

    • Benefits Realization Strategy: Develop a comprehensive benefits realization plan to ensure that all transformation initiatives have clear, measurable business outcomes tied to EGH strategic objectives.
    • Benefits Definition: Collaborate with transformation leads, business unit leaders, and finance teams to define specific, quantifiable benefits for each transformation project (e.g., cost savings, revenue growth, operational efficiency).
    • Measurement Framework: Create a robust framework for measuring benefits, including financial, operational, and strategic KPIs. This includes defining baselines, target outcomes, and timelines for benefit realization. 

    Data Collection and Analytics 

    • Data Collection: Develop and manage the processes for collecting data on the performance of transformation initiatives. This includes working with project teams to gather data on KPIs, financial performance, resource utilization, and risk mitigation.
    • Advanced Analytics: Use advanced analytics techniques (e.g., predictive modeling, trend analysis) to provide insights into how the portfolio is performing and to forecast the future impact of transformation initiatives.
    • Business Intelligence Tools: Implement and oversee the use of business intelligence (BI) tools and dashboards that provide real-time visibility into portfolio performance. Ensure that data is accurate, up-to-date, and accessible to key stakeholders. 

    Performance Monitoring and Reporting 

    • Key Performance Indicators (KPIs): Define and track KPIs that measure the success of the transformation portfolio, including on-time delivery, cost control, risk management, and business impact (e.g., revenue growth, cost reduction, customer satisfaction).
    • Portfolio Dashboard: Develop and maintain a portfolio performance dashboard that provides an at-a-glance view of project health, risks, and benefits realization. Ensure that the dashboard is used by senior leadership and the Transformation Steering Committee for ongoing decision-making.
    • Regular Reporting: Provide regular reports on portfolio performance, highlighting areas of success, underperformance, and potential risks. Tailor these reports to different stakeholders, including executive leadership, transformation leads, and business unit heads. 

    Benefits Tracking and Validation 

    • Benefits Tracking Process: Implement a structured process to track benefits throughout the project lifecycle, from initial business case development to post-implementation reviews. Ensure that benefits are tracked against the baseline and that adjustments are made when necessary.
    • Benefit Validation: Work with finance and business unit teams to validate that the claimed benefits of transformation initiatives are being realized in practice. This includes ensuring that cost savings, revenue enhancements, and other benefits are accurately reflected in financial statements and operational metrics.
    • Post-Implementation Reviews: Lead post-implementation reviews to evaluate whether the projected benefits of completed projects have been achieved. Identify any gaps between expected and actual outcomes and recommend corrective actions. 

    Continuous Improvement and Optimization 

    • Insights for Decision-Making: Provide data-driven insights to support portfolio optimization, helping leadership prioritize or reprioritize initiatives based on their current performance and forecasted benefits.
    • Portfolio Adjustments: Use insights from analytics to recommend adjustments to the transformation portfolio, such as shifting resources, accelerating high-value projects, or deprioritizing underperforming initiatives.
    • Lessons Learned: Document and share lessons learned from both successful and underperforming initiatives to inform future transformation efforts and improve portfolio management practices. 

    Financial and Operational Benefits Realization 

    • Financial Benefits Tracking: Collaborate with finance teams to track the financial benefits of transformation initiatives, ensuring that cost savings, revenue growth, and return on investment (ROI) are measured and reported accurately.
    • Operational Efficiency: Track operational improvements, such as increased process efficiency, reduced cycle times, and improved resource utilization, ensuring that transformation projects deliver on their operational goals.
    • Strategic Benefits: Ensure that strategic benefits (e.g., market share growth, improved customer experience, enhanced brand reputation) are also tracked and reported, in alignment with the EGH long-term vision. 

    Risk and Opportunity Analysis 

    • Risk Insights: Monitor risks across the portfolio, using data analytics to identify potential risks early and provide insights into how these risks might impact benefits realization. Work with the Transformation Portfolio Lead to ensure that risk mitigation strategies are in place.
    • Opportunity Identification: Identify emerging opportunities for value creation across the transformation portfolio, whether through new initiatives, technology optimization, or improved processes. 

    Stakeholder Engagement and Communication 

    • Stakeholder Reporting: Provide tailored insights and reports to various stakeholders, including executive leadership, transformation leads, and business unit leaders, to ensure they understand the status of benefits realization and areas of improvement.
    • Transparency: Ensure that there is full transparency in how performance data is collected, analyzed, and reported, fostering trust and ensuring alignment with EGH strategic objectives.
    • Collaborative Approach: Collaborate with other transformation leads, such as the Business Transformation Lead and the Enterprise Architect, to ensure that insights and analytics are integrated into their planning and execution processes. 

    Long-Term Sustainability of Benefits 

    • Sustaining Benefits: In collaboration with Equity Group Foundation, ensure that the benefits delivered by transformation projects are sustainable over the long term. Develop mechanisms to track the ongoing realization of sustainability benefits in line with Sustainable Development Goals after the projects have been completed.
    • Continuous Benefits Tracking: Implement processes for continuous monitoring of benefits, ensuring that value is maintained and enhanced as EGH evolves.
    • Reinforcement Programs: Work with the Organization Change Management Lead to implement reinforcement programs that ensure internal members and business units continue to use the new tools, processes, and capabilities that have been introduced. 

    Qualifications

    Requirements

    • Bachelor’s degree in commerce, BBIT, Business Analytics, Management Science
    • Professional qualification in quality analysis, monitoring and evaluation preferred
    • At least 5 years in business analytics and reporting.
    • Understanding of agile project methodologies essential to measure project efficiency, programming languages (python, java, SQL etc.) essential for data analytics and foundational IT principles (development, microservices, platforms / infrastructure) essential for engagements when discussing technology performance, stability and scalability.
    • Ability to conduct monitoring and evaluation and generate executive project performance reports.  

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    Business Transformation Head

    Objective 

    The role serves to ensure that EGH business licenses and subsidiaries are fully supported and positioned to realize the benefits of transformation programs. The role bridges the gap between transformation strategy and operational execution by enabling business units to effectively leverage the new capabilities, technologies, and processes introduced by transformation programs. The focus is on ensuring that transformation delivers tangible business value and enhances EGH ability to achieve its strategic objectives.  

    Key Functions: 

    • Ensures that business units are equipped to adopt and utilize new processes, tools, and technologies introduced by transformation programs.
    • Facilitates cross-functional collaboration and alignment between business, technology, and transformation teams.
    • Drives initiatives that enable business units to realize operational efficiencies, enhanced capabilities, and strategic growth as a result of transformation programs.
    • Acts as the bridge between business "process" run and transformation initiatives.
    • Ensures alignment of the transformation program portfolio with the AARP strategic goals and objectives.
    • Collaborates to ensure alignment of Equity Group "run and transform" process re-engineering, target operating model changes, and improvements in operational delivery.
    • Collaborates to coordinate and deliver alignment of enterprise digitization, focusing on embedding robotic process automation and required integrations towards enhancing business operations, customer experiences, and service delivery.
    • Collaborates to lead digital initiatives such as the rollout of digital platforms, automation, and data-driven decision-making tools delivering alignment across Equity Group entities and Enterprise Architecture design principles. 

    Responsibilities 

    Business Enablement Strategy and Planning 

    • Enablement Framework: Develop a comprehensive business enablement strategy that aligns with the overall transformation goals, focusing on ensuring that business units are positioned to maximize the value of transformation initiatives.
    • Business Impact Analysis: Work closely with business leaders to assess how transformation programs will impact business operations and identify key areas where enablement efforts are needed.
    • Alignment with Business Goals: Ensure that transformation objectives are directly aligned with the strategic goals and operational needs of the various business units across EGH licenses and subsidiaries. 

    Cross-Functional Collaboration and Alignment 

    • Business and Technology Collaboration: Facilitate collaboration between business units and the technology teams, ensuring that business needs are clearly communicated and considered during the design and implementation of new systems, processes, and tools.
    • Functional Area Coordination: Act as the primary liaison between the transformation office and functional areas to ensure smooth integration and alignment of business transformation efforts.
    • Stakeholder Engagement: Engage with key stakeholders from each business unit to ensure they are fully aware of the transformation roadmap and the specific business enablement support they will receive. 

    Operational Readiness 

    • Operational Alignment: Ensure that all business units are operationally ready to adopt the new processes and tools being introduced, minimizing disruption to day-to-day operations during the transformation process.
    • Process Adaptation: Collaborate with Business Architects to ensure that business processes are redesigned in ways that enhance operational efficiency and are fully integrated with the new systems and technologies being deployed.
    • Business Continuity: Develop and oversee plans that ensure business continuity during transformation implementation, including contingency planning and risk mitigation strategies for potential operational disruptions. 

    Capability Building and Support 

    • Business Unit Enablement Programs: Design and implement tailored enablement programs to equip business units with the capabilities, tools, and resources they need to succeed in the transformed organization.
    • Support Structures: Ensure that adequate support structures (e.g., help desks, support teams, centers of excellence) are in place to assist business units in adopting and fully utilizing the new systems, processes, and tools introduced through the transformation.
    • Ongoing Training: Work with the Organization Change Management Lead to develop ongoing training programs and provide tools that reinforce business unit adoption and effective use of new capabilities over the long term. 

    Business Performance and Metrics 

    • Enablement KPIs: Define key performance indicators (KPIs) to measure how effectively business units are adopting and utilizing the new systems, processes, and capabilities introduced by the transformation.
    • Value Realization Tracking: Monitor the impact of transformation projects on business performance, focusing on how effectively business units are leveraging new capabilities to improve operational efficiency, customer service, and revenue generation.
    • Feedback Mechanism: Create feedback loops that allow business units to provide input on enablement efforts and adjust to ensure that business needs are fully met. 

    Business Process Optimization 

    • Business Process Re-engineering: Work closely with business units to identify opportunities for further process optimization, focusing on enhancing operational efficiency, reducing costs, and improving service delivery.
    • Lean and Agile Practices: Advocate for the adoption of lean and agile practices across business units to ensure that new ways of working introduced by transformation programs are integrated into EGH operations.
    • Continuous Improvement: Establish a culture of continuous improvement within business units, encouraging them to seek out and act on opportunities to further refine and optimize processes after transformation programs are complete. 

    Change Adoption and Cultural Alignment 

    • Business Unit Change Management: Partner with the Organization Change Management Lead to ensure that change management initiatives are tailored to the specific needs of each business unit, ensuring smooth adoption of new processes and technologies.
    • Cultural Shift: Drive initiatives that align business unit culture with the new ways of working introduced by the transformation, ensuring that cultural and behavioral changes are embedded across EGH.
    • Change Champions: Identify and empower change champions within each business unit who can lead by example and help foster a positive attitude towards the transformation within their teams.

    Sustainability and Long-Term Business Value 

    • Sustaining Business Impact: Ensure that the benefits of transformation programs are sustained over the long term, working with business leaders to embed new ways of working into EGH culture and daily operations.
    • Business Growth Enablement: Focus on enabling business units to leverage transformation programs to drive growth, whether through improved customer service, more efficient operations, or the ability to scale new products or services.
    • Post-Transformation Support: Continue to support business units after the transformation program is complete, ensuring that they have the resources and support needed to maintain momentum and continue improving their performance. 

    Qualifications

    Requirements

    • Bachelor’s or master’s degree in fields like Business Administration or any other relevant fields.
    • Experience in Business Processes, Process Engineering, Operations Management
    • At least 15 years in managing business reform and optimization projects with proven experienced in supporting process change projects across varying business areas.
    • Demonstrated ability to engage stakeholders at all levels, preferably in a multi country context.
    • Strategic in mindset
    • Ability to steer process analysis and review and incorporating messaging and feedback channels.
    • Good facilitation skills 

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    Organization Change Management Transformation Head

    Objective 

    The role serves focus on the human and cultural aspects of change and ensures that employees and stakeholders are prepared, supported, and aligned with the EGH transformation goals, minimizing resistance and maximizing adoption of new processes, technologies, and structures.  Working very closely with HR and Communication functions, the role effectively leads change preparedness; change execution; employee engagement and change commissioning through active employee engagement, change alignment and cultivating employee buy in.  

    Key Functions: 

    • Leads the change management efforts for all transformation initiatives, ensuring smooth transitions and employee engagement.
    • Focuses on preparing the organization for change, managing resistance, and enabling successful adoption of new ways of working.
    • Ensures that transformation programs are implemented in a way that aligns with the organization’s culture, values, and people strategy. 

    Responsibilities: 

    Change Management Strategy and Planning 

    • Change Management Framework: Develop and implement a structured change management framework and strategy for the transformation program, focusing on people, culture, and organizational behavior.
    • Change Impact Assessment: Conduct comprehensive assessments to identify how transformation initiatives will impact employees, teams, and business units, and develop plans to address those impacts.
    • Readiness Assessments: Assess business functions readiness for change, including employee sentiment, leadership support, and overall preparedness for upcoming transformation initiatives. 

    Stakeholder Engagement and Alignment 

    • Stakeholder Identification: Identify key stakeholders (executive leadership, senior and middle management, internal and external members) affected by transformation projects and develop engagement plans to keep them informed and involved.
    • Executive Alignment: Work closely with senior leaders to ensure alignment with transformation objectives, providing them with the tools and insights to act as change champions within their teams.
    • Stakeholder Communications: Develop and execute a stakeholder communication strategy that informs, engages, and prepares stakeholders for the upcoming changes, ensuring transparency and openness throughout the transformation. 

    Communication and Change Awareness 

    • Change Communication Plans: In collaboration with the Communications and Public Relation functions, design and implement targeted communication strategies that raise awareness of transformation programs, their benefits, and what employees can expect. Leveraging multiple channels (emails, intranet, town halls, workshops) to ensure broad reach.
    • Feedback Loops: Establish feedback loops to allow employees to express concerns, provide input, and ask questions during the transformation process. Use this feedback to adjust the change management approach as needed.
    • Employee Engagement: In collaboration with HR Directors and partners, create campaigns and initiatives to drive employee engagement and buy-in to the changes, including recognition programs, contests, or incentives to promote participation. 

    Training and Capability Building 

    • Skills Gap Analysis: Identify the skills and competencies internal members will need to succeed as a result of transformation programs and assess the gaps between current capabilities and future needs.
    • Training Programs: In collaboration with HR learning and Development, Transformation Portfolio Leads and EPMO Program Managers, coordinate training and development programs to equip employees with the knowledge and skills required to adapt to new systems, business processes, and roles. This includes both formal training, in-house coaching and on-the-job learning.
    • Learning and Development: In collaboration with HR learning and Development, ensure that training programs are tailored to different levels of the organization, from front-line staff to management, focusing on both technical skills (e.g., using new tools and systems) and soft skills (e.g., leadership in times of change). 

    Resistance Management 

    • Resistance Identification: Identify and proactively address potential sources of resistance to transformation efforts early, including individual and functional resistance.
    • Mitigation Strategies: In collaboration with change agents, develop strategies to manage and mitigate resistance, including one-on-one coaching, addressing concerns, and involving key influencers and leaders in driving change.
    • Support Systems: Provide channels for internal members to seek support during change transition, including dedicated support teams, hotlines, or peer networks that offer guidance through the change process. 

    Cultural Change and Alignment 

    • Cultural Alignment: Ensure that transformation aligns with and strengthens EGH culture. Where necessary, lead efforts to shift the organizational culture to support new ways of working, thinking, and behaving.
    • Behavioral Change: Drive initiatives that promote the desired behavioral changes across EGH, ensuring employees understand how their roles and behaviors will need to evolve as a result of transformation.
    • Leadership Role Modeling: Work with leadership to ensure that they are role modeling the desired behaviors and actively demonstrating their commitment to transformation. 

    Monitor and Measure Adoption and Success 

    • Adoption Metrics: Define key performance indicators (KPIs) and success metrics for change adoption, such as employee engagement levels, training completion rates, and satisfaction with new tools or processes.
    • Progress Monitoring: Continuously monitor progress and employee adoption throughout the transformation program, using surveys, interviews, focus groups, and data analytics to gauge how well employees are adapting to changes.
    • Post-Implementation Reviews: Conduct post-implementation reviews to assess the effectiveness of change management efforts and identify any areas requiring additional support or adjustments. 

    Sustainability and Continuous Improvement 

    • Sustain Change: Implement strategies to sustain changes over the long term, ensuring that the organization does not revert to old ways of working once the transformation projects are completed.
    • Change Reinforcement: Develop reinforcement mechanisms, such as ongoing training, communication, and performance metrics, to ensure that new processes, technologies, and behaviors become ingrained in day-to-day operations.
    • Continuous Learning: Use insights and lessons learned from previous change initiatives to continuously improve EGH change management capabilities, making EGH more agile and resilient in future transformations. 

    Qualifications

    Requirements 

    • Master’s degree in fields like HR, Strategic Communications or Governance.
    • Bachelor’s degree in HR, Communications, Governance or any other related field
    • Certification in PROSCI methodology and working knowledge of the ADKAR model
    • At least 10 years in managing change in a multinational context with more than one change workstream – preferably in an organization relaunch, merger and acquisition or change of systems, etc.
    • Demonstrated ability to engage stakeholders at all levels preferably in a multi country context.
    • Strategic in mindset
    • Ability to create change design, engagement and delivery framework incorporating messaging and feedback channels.
    • Good facilitation skills 

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