Director of Business Systems

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Position Summary

This rolepartners closely with executive leadership and cross-functional teams to scale digital capabilitiesoptimizecore systems advance innovation and embed ahighly efficientexperience-drivenmindset across the organization.The Director of Business Systems is responsible for providing strategic and operational oversight of digital banking and core platform solutions in support of enterprise objectives. The role leads multiple specialized teams and ensures system initiatives align with organizational priorities operational efficiency member needs and longterm growth. This position partners with executive leadership and crossfunctional teams to scale digital capabilities optimize core platforms and guide innovation while maintaining strong governance resilience and an experiencefocused approach across the organization.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works purposefully and is driven to provide the best team member experience.

EnterpriseBankingStrategy Development

• Influence define and evolve the enterprise digital banking strategy in alignment with organizational objectives operational efficiency goals and member experience priorities.

• Lead comprehensive assessments of digital banking capabilities including core platform health competitive landscape and emerging technologies to inform strategic investment and modernization decisions.

• Establish and govern a digital banking and core platform maturity roadmap that enables scalability resilience crosschannel optimization and sustainable innovation.

• Translate enterprise strategy into measurable outcomes success metrics and prioritized initiatives that deliver tangible business value operational efficiencies and cost optimization.

Executive Digital & Platform Leadership:

• Serve as a trusted advisor to executive leadership proactively influencing decisions through insightdriven recommendations strategic analysis and thought leadership.

• Lead mentor and develop leaders and team members across Business Systems and Core Platform teams building a strong leadership bench and sustainable succession pipeline.

• Oversee organizational design workforce planning and capability development across digital banking core platforms and business systems to ensure alignment with enterprise strategy and future needs.

• Foster a highperformance learningoriented culture that promotes innovation accountability operational excellence and continuous improvement.

• Collaborate with senior leaders across divisions to drive alignment execution and shared ownership of enterprise initiatives and outcomes.

• Assume responsibility for enterpriselevel initiatives strategic programs and special projects ensuring disciplined execution and measurable results.

Core Platform (Symitar) Strategy Governance & Operations:

• Provide executive oversight and strategic direction for the Core Platform function including Symitar strategy roadmap planning and long-term platform sustainability.

• Directlylead and managethe Core Platform team including Symitar programmers setting clear standards(SDLC) and development practices for all core-related efforts.

• Establish and govern intake prioritization and delivery processes for core enhancements integrations and custom development to ensure alignment with enterprise priorities and capacity constraints.

• Ensure the core platform remains secure resilient scalable and optimized supporting business growth regulatory requirements operational stability and member experience needs.

• Partner with Technology Data and Architecture leaders to drive efficiencies reduce technical debt and continuously improve system performance reliability and maintainability.

• Oversee core platform operational health and risk posture including release management vendor coordination audit readiness regulatory support disaster recovery and business continuity planning.

Business Systems & Process Optimization Leadership:

• Provide leadership and direction for Business Systems Analysts who proactively partner with divisions across the organization.

• Ensure Business Systems Analystsidentify recommend and deliver process improvements that drive efficiency automation cost reduction and scalability.

• Establish standards and expectations for business analysis requirements definition solution design and value realization.

• Promote a consultative data-driven approach where Business Systems Analysts act as strategic partners to the business rather than reactive order-takers.

• Align business system initiatives with digital strategy core platform capabilities and enterprise priorities.

• Measure and communicate the business impact of automation process improvements and system enhancements.

Program&CostManagement:

• Own the end-to-end digitalbanking core and business systemsprograms ensuring initiatives are prioritized based on strategic alignment value realization risk and capacity.

• Partner with executive stakeholders to create fund and govern multi-year roadmaps that balance innovation operational excellence and cost efficiency.

• Approve and oversee Lean Business Cases cost/benefit analyses and investment proposals to guide prioritization and funding decisions.

• Provide executive oversight of the full product and platform lifecyclefrom concept through launch optimization and retirement.

• Ensure effective cross-functional delivery by aligning design technology operations and business teams around shared outcomes.

• Establish portfolio governance practices standards and operating rhythms to ensure transparency and accountability.

Digital Experience & Human-Centered Design:

• Advocate for and embed a humancentered design philosophy across the enterprise ensuring member and team member needs remain central to all digital banking and system solutions.

• Ensure consistent application of journey mapping practices and experience standards to deliver cohesive intuitive and highquality experiences across channels and touchpoints.

• Define experience quality benchmarks and governance mechanisms ensuring digital banking channels meet or exceed accessibility usability brand and regulatory standards.

Performance Metrics & Executive Reporting:

• Accountable for the overall performance reliability efficiency and growth of digital banking channels and the core platform ensuring alignment with enterprise objectives and member experience goals.

• Define monitor and govern divisional KPIs OKRs operational metrics and experience measures to enable datadriven decisionmaking and continuous performance improvement.

• Leverage data insights and trend analysis to proactively identify opportunities risks costoptimization initiatives and areas for operational and strategic improvement.

• Regularly communicate performance outcomes risks and insights to executive leadership providing clear recommendations and transparency into progress against strategic goals.

• Performs other related duties assigned

Knowledge Skills and Abilities (KSA)

• Knowledge ofWellbysorganizational functions and general operating policies and procedures.

• Knowledge ofgeneral officepractices and procedures business English spelling and punctuation.

• Knowledge of personalcomputersutilizingMicrosoft Office Suiteand othersoftwares.

• Knowledge of financial institution operations and endtoend business processes including member services lending deposits operations and backoffice functions and how these processes interact across the enterprise.

• Knowledge of enterprise financial services platforms and supporting technologies including core banking systems (e.g. Symitar Episys) digital banking platforms account and loan origination systems CRM solutions Service Desk tools appointment scheduling platforms enterprise work management solutions email marketing platforms and related system integrations.

• Knowledge of digital technologies platform architectures system integrations (APIs) automation tools and data flows including how these components operate within a regulated financial services environment.

• Knowledge of financial industry regulatory compliance privacy and data security requirements including governance expectations related to access controls data protection auditability and enterprise risk management.

• Knowledge of Change Management principles adoption strategies and organizational readiness practices as applied to enterprise system implementations enhancements and process transformation initiatives.

• Knowledge of portfolio management and demand governance practices including intake processes prioritization frameworks dependency management and value realization methodologies.

• Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and addingdevices.

• Skilled in translating enterprise strategy and business objectives into executable system roadmaps delivery priorities and governing standards that align technology investments with organizational goals.

• Skilled in identifying and driving opportunities for automation simplification system integration and technical debt reduction to improve efficiency scalability and overall cost structure.

• Skilled in establishing and operating governance models development standards and delivery rhythms that ensure consistency quality risk management and longterm sustainability across enterprise systems.

• Skilled in evaluating and balancing tradeoffs among cost risk speed and value using data metrics and trend analysis to guide strategic and operational investment decisions.

• Skilled in synthesizing complex information into clear executivelevel insights including presenting concise summaries recommendations and outcomes while influencing alignment and decisions across senior leaders business partners and technology teams.

• Ability to communicate clearly and concisely orally and in writing.

• Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision andestablishand maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

• Ability to lead strategically with a proactive resultsoriented approach in a complex highly regulated environment exercising sound business judgment financial acumen and accountability for outcomes.

• Ability to engage influence and build credibility with stakeholders at all levels including executive leadership while working collaboratively across functions and holding teams accountable for performance and results.

• Ability to translate enterprise vision and roadmaps into clear priorities expectations and measurable outcomes ensuring system initiatives align with organizational goals and value objectives.

• Ability to anticipate risks constraints and future challenges lead effectively through ambiguity and proactively develop and execute mitigation strategies while driving organizational change.

• Ability to occasionally travel between Wellby Financial facilities as required.

Supervisory Responsibilities

The team member has supervisory

Complexity & Scope of Work

• The team member followsWellbyspolicies and procedures Team member Handbook and federal and state laws and regulations in accomplishing assignments

• The teammemberswill ensure policies procedures and programs are consistently administered aligned with organizational goals and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated integrated and/or prioritized.

• Courses of action aredeterminedbyestablishedprocedures and/or the VP of Digital.

• The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.

• The teammember usesindependent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodation may enable individuals with disabilities to perform essential functions.

• To perform this job successfully the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting standing reaching and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings.

• The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled heated lighted and ventilated.

Minimum Qualifications

• Bachelors Degree in a Business Technology or related field of study required.

• Minimum seven (7) years of progressively responsible experience in digitalbanking product management core banking platforms technology or experience design roles.

• Minimum three (3) yearsofleadership experience including leading managers or leaders of leaders.

• Demonstrated success leading enterprise-scale digitalbanking core platform or business systems portfolios.

• Financial services Credit Union or other highly regulated industry experiencestronglypreferred.

• Experience delivering omnichannel solutions across mobile web core platforms and integrated systems.

• Strong background in product platform portfolio and program management methodologies.

• Bondable

For All Candidates

This is a Full-Time Salary (exempt) Emergency Classification: Essential

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or call for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish a contract for employment and are subject to change at the discretion of the Company.