Process Engineer (Contract)

Process Analysis and Assessment

Work with the Journey Owners to identify existing processes that need improvement through analysis, data collection, and feedback from stakeholders

Evaluate the efficiency, effectiveness, and compliance of current processes. Collaborate with cross-functional teams to gather insights into pain points and bottlenecks

Collaborate with cross-functional teams to gather insights into pain points and bottlenecks

Develop a comprehensive process improvement roadmap and prioritize process improvement initiatives based on their potential impact and feasibility

Conduct research activities to define current pain points and map ideal future experiences applying process improvement and reengineering methodologies and principles

Ensure deliverables address applicable legal, compliance regulatory and internal policy requirements

Maintain comprehensive documentation of processes, changes, and best practices

Agile Delivery & Execution

Participate in various agile ceremonies (sprint planning, daily check-ins, and weekly syncs, etc.) as the analytical engine of the team

Present sprint deliverables to leadership and incorporate feedback

Skills & Qualifications

3+ years of experience in process improvement, business analysis, or operations, ideally within financial services or wealth management

Lean Six Sigma certification (Green Belt or Black Belt) or equivalent process improvement/reengineering credential strongly preferred

Hands-on experience with process mapping and business process reengineering methodologies (e.g., DMAIC, value stream mapping)

Proficiency with process mapping and BPM tools (e.g., Visio, Salesforce, Power Platform) and familiarity with data analysis/statistical process control

Exposure to intelligent automation or RPA tools is an asset