Strategy

• Own the end-to-end delivery of Hapana’s most important strategic projects, ensuring they are delivered on time, within scope, and aligned to business priorities.
• Translate strategic objectives into actionable project plans, with clear milestones, success criteria, and ownership.
• Track and report progress to senior leadership, providing transparency on outcomes, risks, and dependencies.
• Lead transformation initiatives that improve operational efficiency, scalability, and customer outcomes.
• Develop and implement change management strategies to ensure new processes, systems, or structures are adopted effectively.
• Act as a change ambassador, helping teams navigate through transition periods with clarity and confidence.
• Partner with Product, Engineering, Customer Success, Sales, Marketing, and Operations to deliver aligned outcomes.
• Facilitate workshops, planning sessions, and steering committee meetings to drive alignment and decision-making.
• Establish frameworks, templates, and best practices for program and project management to raise the standard of delivery across Hapana.
• Monitor KPIs and performance metrics to assess project and transformation success, recommending improvements where needed.
• Identify risks early, propose mitigation strategies, and remove roadblocks to maintain momentum.
• Provide thought leadership on project execution and organizational transformation, bringing in industry best practices.
• Mentor and guide colleagues in project management approaches, uplifting capability across teams.
• Foster a culture of accountability, collaboration, and continuous improvement in everything you lead.

Strategic Projects and Transformation Manager

Job Level

About the role

Requirements

Marketing Project Manager

Design Producer

Director of Engineering

Customer Success Manager, Mid-Market

Vice President, Wealth Operations Strategy Lead