Senior Director - Digital Strategy and Operations

This is an important global leadership role, reporting to the SVP of Digital Services & Operational Intelligence (DSOI) within Client Services (CS). This individual will be responsible for partnering with the SVP on an accelerated Digital & Data Transformation plan to support CS 2030.  He / she will also independently managing multiple global workstreams and projects and partnering with the SVP and DSOI VPs to drive critical strategic initiatives and mission-critical business operations. This leader will also be accountable for leaning in over the first 3 months and developing the FY26-27 plan, along with required team structuring to support DSOI and CS2030 needs. 

Key Areas of Responsibilities include: 

• Accelerated Digital and Data Transformation to support CS 2030 
• Programmatic delivery across CS 2030 strategy initiatives; coe, digital, automation, and data focused roadmaps & delivery tracking 
• Design and delivery of progress updates and OKR performance reporting  
• Executive reporting and presentations  
• Financial planning and management 
• Deep partnership on executive reporting and presentations with DSOI VPs; delegate as needed 

This leader is also expected to operate as an integrated partner across the Client Services Business Operations & Strategy community and will interact with senior executives on the CSLT.  

Responsibilities:   

• Serve as the go to thought-partner on all digital and data transformation needs to support CS2030, including high-priority strategic issues and projects (coe, digital, data, automation) 
• Design and delivery updated roadmaps and delivery tracking across all initiatives and solutioning levers 
• Expand current technology working model from Digitization into Data and drive monthly / quarterly technology processes 
• In partnership with BI & Analytics team, drive development of specific metrics and targets and stakeholder socialization  
• Lead OKR reporting for DSOI – adapting tone, level of detail and presentation structure / format based on audience (for example, QBR vs Monthly Pack) 
• Establish, maintain, and continually enhance governance around OKRs and steer organization to prioritize on the highest value-add activities  
• In partnership with Finance, support SVP with development of budget for CS DSOI team, as well as sub-team budgets, providing strategic support on investment prioritization and allocation.  
• Monitor financial performance and outlook (headcount, profees and travel), develop plan to course-correct / seek additional investment etc.  
• Partner with SVP and VPs to plan and coordinate LT offsites 
• Own and deliver CS response to quarterly SEC reporting requests from Controllership 
• Support SVP and VP with review and analysis of Employee Engagement results 
• Proactively identify opportunities for process improvement and automation across DSOI and partner with individual team and other CS partners as needed to explore and deliver solutions 
• As needed, serve as delegate for VPs across all areas of responsibility, and in all forums / meetings 

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Basic Qualifications

• 12 or more years of work experience with a Bachelor’s Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
• Strong leadership experience
• Demonstrated success in business operations, digital transformation, strategy, and planning roles
• Strong digitization and automation skills
• Strong financial acumen and analytical skills
• Strong commercial acumen and solid business judgment
• Solid experience translating loose (often nebulous) thoughts into tactical plans and delivery roadmaps
• Proven ability to formulate strategy, and demonstrated critical thinking and ability to operationalize strategy
• Strong teamwork, ability to work effectively across functions, levels and locations
• Excellent written and verbal communication; strong executive presentation skills and presence

Preferred Qualifications

• 15 or more years of experience with a Bachelor’s Degree or 12 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 9+ years of experience
• Transformational leader who possesses a growth mindset and is eager to take on new challenges
• Agile and comfortable adapting to change, ambiguity, and different environments
• Self-starter with a bias toward action and focus on overcoming barriers and finding solutions
• Proactive in identifying areas and workstreams with value-add engagement opportunity
• Ability to influence peers and senior leaders across the team
• An audience-centric approach to all interactions and deliverables
• Transparent in communication
• Good judgment – ability to operate independently and knowing when / how much to involve leadership
• Decisive with ability to balance big picture and details in decision making
• Very strong attention to detail
• Self-confident with an authentic style that quickly earns trust from partners and leadership
• Exceptional personal accountability and the highest of ethical standards

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel 5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting.  The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 170,000 to 312,500 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.