Business Process & Strategic Initiatives Specialist, Transfer Agency
Core
Partner with business leaders to identify, design, and implement strategic initiatives that improve organizational effectiveness, streamline processes, and enhance the employee and client experience within the Transfer Agency.
Role type
Senior IC Business Process & Strategic Initiatives Specialist
Builds
Future-state operating models, process redesigns, automation solutions, and governance frameworks for the Transfer Agency
Domain
Financial services / Asset servicing / Transfer Agency
Required skills
Strategic initiative leadership, process optimization, change management, cross-functional influence, data-driven decision making, workshop facilitation, performance metrics development, training delivery
Preferred skills
Lean, Six Sigma, Design Thinking, Power BI, Power Automate, SharePoint, Visio, governance/risk management, technology implementation support
Responsibilities
Lead strategic initiatives to improve operational effectiveness and scalability; Support technology implementations and business transformation programs; Design and implement future-state operating models; Partner with stakeholders to prioritize process improvement opportunities; Facilitate workshops and stakeholder discussions; Develop and maintain process documentation and governance frameworks; Identify automation and analytics opportunities; Create performance metrics and dashboards; Develop training and change management materials; Monitor initiative results and recommend continuous improvements