Advisor Journey Innovation Manager
Core
Leads complex, ambiguous opportunities from problem framing through discovery, business casing, and transition into delivery for the Advisor journey.
Role type
Senior IC innovation manager (business design & strategy)
Builds
Advisor journey experiences, business cases, and capability definitions
Domain
Financial services / Insurance / Wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
strategic discovery, business design, journey/service design, business analysis, management consulting, innovation, digital transformation, business architecture, user research, options analysis, business case development, stakeholder management, Agile delivery concepts
Preferred skills
financial services, insurance, wealth, distribution, Advisor channels, regulated environment experience
Technologies
N/A
Responsibilities
Lead research and discovery activities to understand Advisor, business, operational, and stakeholder needs; Frame ambiguous requests into clear problem statements and discovery plans; Lead options analysis and develop evidence-based recommendations with cost-benefit analysis; Translate validated findings into capability definitions and delivery guardrails; Provide functional guidance and mentorship to Business Systems Analysts; Build alignment across business, technology, finance, and delivery stakeholders
Seniority
Senior, hands-on IC
