Process Improvement Senior Associate

Join a dynamic team which drives transformative change by collaborating with senior leaders to re-engineer core business components. We drive operational excellence by optimizing processes and elevating customer experiences. Our mission is to foster a culture of continuous improvement, enhancing employee engagement and mitigating risks. Committed to delivering substantial financial benefits, we shape a future where innovation and excellence are at the core of every endeavor.

As a Process Improvement Senior Associate within the Wealth Management Client Operations team, you will play a pivotal role in enhancing operational efficiency and reducing risk by developing and implementing intelligent automation solutions, applying disciplines including but not limited to process design, process re-engineering, process automation and business analytics. You will leverage your broad knowledge of process improvement principles and practices to map, simplify, and document processes, while reducing manual touch points and utilizing tools to deliver intelligent solutions. Your work will have a significant impact within your department, requiring you to exercise initiative and judgement to resolve short-term problems and propose improvements to current working methods. You will be expected to analyze data and craft compelling narratives to communicate complex ideas. Your ability to innovate, manage change, and automate tasks effectively will be crucial in driving service-delivery improvement and achieving our departmental objectives.

Job responsibilities:

• Partner with project team members to interview stakeholders, develop frameworks and insights to address key process improvements, organizational changes, and functional strategic development efforts.
• Lead one or more workstreams while demonstrating leadership through influence and enhancing team / organization culture.
• Assist in the development of detailed process maps, workflows, and documentation to synthesize impactful findings, develop recommendations, and help present recommendations to/and influence senior executives, using storytelling skills to effectively convey complex ideas.
• Develop intelligent solutions using tools such as Alteryx, Tableau, Unqork and UiPath to create process efficiencies and reduce manual work.
• Contribute to the testing and deployment of new process tools and technologies, ensuring they align with departmental objectives and operational standards.
• Support cross-functional collaboration by working effectively with individuals from different departments to achieve common goals.

• 3+ years of relevant experience, preferably in a project management, product owner or technology-related role.
• Ability to apply knowledge of Alteryx, Unqork, Tableau, UiPath or other comparable applications to assess feasibility and propose appropriate solutions.
• Demonstrated ability in storytelling, with the capacity to effectively convey complex ideas, concepts, or data to diverse audiences.
• Baseline knowledge of artificial intelligence foundations, with some exposure to data and knowledge, learning from experience, reasoning and planning, and safe human AI interaction.
• Possess strong problem-solving abilities, along with exceptional client management and executive-level communication skills.
• Ability to take ownership of tasks and manage most elements of an entire workstream.
• Experienced in creating presentations, both written and verbal, tailored for senior audiences.

• Utilize systems thinking to analyze complex processes and identify areas for optimization and integration.
• Utilize customer service principles to ensure process improvements are aligned with customer needs and enhance overall satisfaction.
• Foster cross-functional collaboration to identify and implement process improvement opportunities across departments.
• Use agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.