Consultant, Transfer Agency - Investor Experience, Quality & Continuous Improvement
Core
Drive structured, measurable change to improve operational performance, efficiency, and the investor experience using data and technology.
Role type
Transformation Consultant (Investor Experience & Continuous Improvement)
Builds
Change initiatives, operational improvements, and technology-enabled solutions for Investor Services
Domain
Wealth Management / Asset Servicing / Operational Transformation
Required skills
Change management, process mapping, root-cause analysis, data analysis, stakeholder engagement, governance, risk management, continuous improvement techniques
Preferred skills
Experience with emerging tools, automation, AI, and platform capabilities
Technologies
Automation, self-service, AI, platform capabilities
Responsibilities
Co-own and strengthen the Central Change Channel for capturing and prioritizing change opportunities; Lead change initiatives from identification through implementation and benefits realization; Identify opportunities to use emerging tools and automation to reduce manual effort; Use quality and operational performance data to identify improvement opportunities; Build trusted relationships across cross-functional teams to drive adoption
Seniority
Mid-Senior, hands-on IC