Process Design Consultant

- Work Schedule: HYBRID 3 days onsite, 2 WFH Work Locations: - Charlotte, NC; - Pennington, NJ; - Dallas, TX; Job Description: Wealth Management Operations (WMO) provides end-to end operational support of Brokerage, Private Bank, and Workplace Benefits. The Strategy and Transformation Team within WMO leads the evolution and full integration of the Operational Excellence program within the organization. The team leads strategic work efforts geared toward improving Wealth Management Operations and other Brokerage Lines of Business using process analysis techniques and supports Process Owners (PO) to drive recommendations on strategic direction and compliance with the Enterprise Process Management Policy. Through collaboration with WMO Senior Leaders and Process Owners, WMO Business Controls, Change Management and Project Delivery, a process design consultant on this team will: - Support Process Owners in building and maintaining comprehensive process documentation to enable decision making, provide proof of regulatory compliance, and to sustain continuous process improvement - Promote and facilitate the use of process management principles and tools to assess processes and aid in the identification of process improvement opportunities including: documenting current state processes, identifying pain points, and developing target state solution recommendations - Manage the pipeline and continuous refinement of process improvement opportunities to build compelling business cases that allow leaders to understand the benefits, costs, and justification of implementing change Required Skills: - 5+ years of process design experience including process, people and technology design - Advanced process mapping skills using Visio or ARIS - Single Process Inventory and Enterprise Process Management Policy & Standard - Proficient facilitation skills, able to lead and influence cross functional teams - Avid learner comfortable navigating new situations with high degrees of complexity - Proficient with MS Excel to conduct data analysis that yields new process insights - Expert with MS PowerPoint to construct and deliver presentations that enable others to grasp and embrace new concepts and outcomes3+ years of strategic planning experience including multi-year plans and business cases - Possesses a basic awareness of technology capabilities Desired Skills: - Six Sigma Black / Green Belt certification - Process Owner certification - Experience managing or supporting operations Wealth Management Operations, Financial Services

Created: 2025-06-06