Process Design Consultant - Strategy and Transformation
Core
Analyze processes, document business cases, and implement process improvement/transformation initiatives to support Operational Excellence objectives in Wealth Management.
Role type
Process Design Consultant (Strategy and Transformation)
Builds
Comprehensive process documentation, business cases, and target state solution recommendations 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
Required skills
Process design, process mapping, strategic planning, business case development, change management, data analysis, presentation design, cross-functional facilitation
Preferred skills
Six Sigma Black/Green Belt, Process Owner certification, operations management experience
Technologies
Visio, ARIS, MS Excel, MS PowerPoint
Responsibilities
Support Process Owners in building and maintaining comprehensive process documentation; Promote and facilitate the use of process management principles to assess processes and identify improvement opportunities; Manage the pipeline of process improvement opportunities to build compelling business cases; Implement solutions to optimize efficiency and improve controls; Establish a model for continuous process improvement using process engineering best practices.
Seniority
Mid-Senior, hands-on IC
