Director, Advanced Planning serving high net worth clients at Fidelity. Providing comprehensive financial and estate planning support as part of a regionally - aligned Advanced Planning team.
About the role
- Director of Digital Solutions leading solution delivery for imaging and workflow automation at Iron Mountain. Managing teams to implement innovative digital transformation solutions while ensuring operational efficiency.
Responsibilities
- Own the end-to-end delivery of customer-facing imaging and workflow automation solutions, ensuring stability, scalability, and adherence to SLAs for throughput, quality, and accuracy
- Lead and develop a multi-layered team of solution architects, technical specialists, and managers responsible for designing and implementing document automation workflows (capture, indexing, classification, exception handling, tracking, and reporting)
- Translate customer requirements into standardized, repeatable solutions that optimize internal operations for efficiency, scalability, and cost reduction
- Oversee the design and deployment of intelligent document processing (IDP), AI/ML, and workflow orchestration technologies (e.g., Kofax, Azure Document AI) to minimize manual effort and accelerate processing
- Partner with internal operations leadership to ensure seamless integration of solutions into production workflows, supporting long-term operational efficiency and scalability
- Manage engagement-level P&L, ensuring projects deliver on financial, timeline, and performance commitments
- Serve as management escalation point for customers and internal stakeholders, resolving issues, aligning expectations, and strengthening partnerships
Requirements
- Bachelor’s degree in Computer Science, Information Systems, Technology, or a related field; Master’s degree preferred
- 12+ years of progressive experience in solution delivery, workflow automation, or digital transformation, with at least 5+ years in a senior leadership role managing managers and cross-functional teams
- Proven track record of leading large-scale implementation programs involving content management, document automation, IDP/OCR, and workflow orchestration technologies
- Strong understanding of business process automation, intelligent document processing (IDP), AI/ML integration, and cloud-based workflow platforms (e.g., Kofax, Azure Document AI, or equivalent)
- Experience managing P&L or budget ownership at the engagement, program, or organizational level
- Strong background in governance, compliance, and delivery methodologies (e.g., Agile, PMI, ITIL, or equivalent)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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