Client Lifecycle Management Inter-Capability Process & Design Workstream Lead Business Analyst
Core
Lead the discovery, analysis, and design of end-to-end client onboarding, KYC, and lifecycle processes to improve client experience, operational efficiency, and risk management.
Role type
Senior Business Analyst (Process & Design Workstream Lead)
Builds
Scalable, compliant client lifecycle platforms and processes
Domain
Financial Services / Wealth Management / Client Lifecycle Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Business architecture, process mapping, process design, operating model development, cross-functional leadership, strategy translation, complex workstream management, stakeholder management, financial services domain expertise
Preferred skills
Client Lifecycle Management (CLM), Client Onboarding, KYC, Lifecycle Management
Technologies
Enterprise design tools, process mapping software, research tools
Responsibilities
Align discovery and design work to enterprise strategy, priorities, OKRs, and architecture principles; Lead current- and target-state process mapping across onboarding, KYC, and lifecycle activities; Identify inefficiencies, control gaps, manual touchpoints, and automation opportunities; Translate process insights into product requirements, features, backlogs, and target-state process designs; Identify dependencies across CLM domains and coordinate cross-functional teams; Lead user research and journey mapping to identify pain points and experience improvements; Own workstream outcomes, scope, delivery, prioritization, and capacity planning; Define, track, and report performance metrics and workstream health.
Seniority
Senior, hands-on IC with leadership responsibilities
