Lead Service Operations Specialist
Core
Business analyst and process optimization leader for Brokerage Operations, focusing on workflow efficiency, technology modernization, and continuous improvement.
Role type
Senior IC business analyst / process optimization specialist
Builds
Streamlined operational processes, reduced manual effort, strengthened controls, and enhanced client/advisor experience
Domain
Financial services / Brokerage Operations
Deliverable
dashboards & analysis
Required skills
Process mapping, root cause analysis, business requirements documentation, data analysis, project coordination, stakeholder communication
Preferred skills
Lean Six Sigma, Agile methodologies, UAT, operational risk management, FINRA licenses (Series 99/7)
Technologies
None explicitly stated
Responsibilities
Analyze operational workflows to identify inefficiencies and automation opportunities; Gather and document business requirements for modernization initiatives; Develop reporting and dashboards for operational insights; Support operational and technology projects from inception through implementation
Seniority
Senior, hands-on IC