Private Wealth Business Analyst
Core
Lead process improvement and operational excellence initiatives to enhance the efficiency and scalability of the Private Wealth client service journey.
Role type
Senior Business Analyst (Wealth Management Operations)
Builds
Optimized client service workflows, journey maps, SOPs, and technology-enabled processes for Private Wealth clients.
Domain
Wealth Management / Private Banking
Required skills
process mapping, workflow analysis, operational efficiency tools, change management, requirements creation, data dictionary management, project delivery, stakeholder influence, analytical thinking, strategic planning
Preferred skills
automation technologies, digital transformation, client service product ownership
Technologies
process mapping tools, workflow analysis tools, automation technologies, data governance tools
Responsibilities
Define and enhance the end-to-end client service journey; create and maintain journey maps, process flows, and playbooks; identify friction points and recommend process enhancements; analyze operating models and implement changes for efficiency; establish and track SLAs and KPIs; drive technology enablement including requirements and release coordination; manage client data dictionaries and validation rules; rationalize forms and documentation to simplify workflows.
Seniority
Senior, hands-on IC
