WM Operations Strategy & Transformation - Process Design Consultant
Core
Analyze processes, document business cases, and implement process improvement/transformation initiatives to drive Operational Excellence in Wealth Management Operations.
Role type
Senior IC process design and transformation consultant
Builds
Enterprise change management deliverables (SIPOC, RACI maps, control plans) and strategic transformation solutions for Wealth Management Operations
Domain
Financial Services / Wealth Management Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> dashboards & analysis
Required skills
Process design, Strategic planning, Business case development, Advanced analytical skills, Process mapping, Stakeholder management, Data-driven decision making, Executive presence, Storytelling, Complexity management
Preferred skills
Six Sigma Black/Green Belt, Data visualization, Wealth Management operations experience
Technologies
Visio, Excel
Responsibilities
Lead strategic initiatives spanning multiple Lines of Business; Evaluate current state processes and organizational structures; Raise attention around risks and propose mitigation strategies; Use advanced data analytics to develop target state solutions; Build and present compelling business cases to senior leadership; Provide mentorship to junior process designers; Engage with executive stakeholders to socialize recommendations
Seniority
Senior, hands-on IC with mentorship responsibilities
