Process Optimization Specialist

Bachelor’s degree required; Master’s preferred (Business, Operations, Engineering, Finance, or related field)
10+ years of experience in process improvement, operational excellence, business transformation, or strategy execution—preferably within financial services
Lean Six Sigma Green Belt and/or Black Belt preferred
Proven success in optimizing processes across business teams
Familiarity with portfolio or program management tools (e.g., Smartsheet, Jira)
Proficiency in process mapping and design tools (e.g., Visio, Signavio)
Exceptional communication, stakeholder engagement, and facilitation skills
Strong analytical and strategic thinking capabilities
Courage to challenge the status quo

Lead high-impact process optimization initiatives focused on efficiency, risk reduction, and client experience
Collaborate with the Process Optimization Manager to develop and execute strategic improvement plans and a multiyear process roadmap
Manage the execution of the process optimization project portfolio, ensuring timely delivery with measurable value
Coordinate and execute planning and initiatives with partners across Wealth Management
Evaluate proposed initiatives against business objectives, capacity, and readiness to support portfolio prioritization
Develop process governance, documentation standards, and performance metrics
Provide transparency into initiative progress, risks, and results through reporting and stakeholder communication
Identify and recommend new optimization opportunities to improve the Client and Partner experience
Conduct in-depth analyses, create process maps, and define KPIs to measure success and impact
Facilitate workshops and lead cross-functional workstreams to drive engagement and alignment
Adopt a team-based approach to process re-engineering with a focus on results

Master’s preferred (Business, Operations, Engineering, Finance, or related field)
Lean Six Sigma Green Belt and/or Black Belt preferred