Confidential Head of Transformation and Technology level leader

AI driven transformation that improves customer outcomes and efficiency

Confidential Dossier

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PropRec Executive Search is representing a confidential senior leader with more than 15 years experience in transformation, product and technology across financial services and related sectors. They are based in Leeds and open to travel for a hybrid role.

They have held Head of Product and Development, Head of Transformation and Head of IT positions, and are known for turning complex technology into clear business results. Their work spans AI enabled platforms, data strategy, digital transformation and operational efficiency, always with a strong focus on customer and stakeholder outcomes.



Accomplisments

Led the development of a cloud based AI enabled CRM and financial platform for more than 2,500 advisers, improving customer outcomes by over 23 per cent

Built and managed a 48 person transformation and change team, supporting 150 employees and 2,000 advisers, achieving Investors in People Gold status

Delivered digital workflow redesign, automated underwriting and AI driven decision support, generating annual savings exceeding 750,000 pounds

Increased market share from zero to 12 per cent by combining product innovation, data insight and process improvement

Managed a 2.7 million pound annual transformation budget with clear benefits realisation and commercial prioritisation

Worked across a complex ecosystem of funders, technology partners, legal firms and service providers to deliver end to end change

Contributed to sector wide conversations on responsible AI and better customer outcomes through the Equity Release Council Technology Forum


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