Junior Business Project Manager

Overview

• Lead initiatives to enhance process improvement and operational excellence within the Private Wealth business.
• Evaluate current processes, identify opportunities for improvement, and drive implementation efforts.
• Collaborate with stakeholders to align on changes and secure buy-in across impacted teams.
• Develop future-state operating models incorporating process improvements and automation strategies.
• Establish metrics to track the effectiveness of implemented changes and identify additional improvement areas.
• Provide training and support to ensure successful implementation of process changes.
• Act as a champion for continuous improvement within the organization.
• Contribute to organizational design and strategic program execution for business growth.

Key Responsibilities & Duties

• Conduct comprehensive inventory and assessment of current processes within the Private Wealth business.
• Map workflows, roles, and responsibilities to understand the existing operating model.
• Identify and propose solutions for manual, duplicative, or unnecessary steps in current processes.
• Pinpoint areas for process enhancement, including automation opportunities and strategic redesign.
• Develop and document future-state workflows with measurable goals for success.
• Lead execution of process enhancements ensuring seamless transition from current to future state.
• Implement change management strategies to drive adoption of new processes and tools.
• Monitor ongoing performance of processes and establish metrics for tracking effectiveness.
• Act as a continuous improvement advocate within the organization.

Job Requirements

• Bachelor’s degree in Business Administration, Finance, Operations Management, Engineering, or related field.
• 3+ years of experience in process improvement, operational excellence, or related roles.
• Experience within the financial services industry, private wealth management preferred.
• Strong knowledge of process mapping, workflow analysis, and operational efficiency tools.
• Proficiency in automation technologies and familiarity with digital transformation initiatives.
• Advanced degree or certifications such as Lean Six Sigma, PMP, or similar are a plus.
• Exceptional analytical skills and strategic thinking capabilities.
• Excellent written and verbal communication skills, with the ability to simplify complexity.
• Ability to build relationships and partner across a complex organization.