Journey Analyst
Role Overview
The Journey Analyst supports journey owners with market and user research, journey optimization, orchestration, and agile delivery.
The role supports digital experiences for clients and advisors and operational improvements across digital touchpoints.
Key Skills for This Role
Full Job Posting
About Richardson Wealth
Canadian wealth management organization with a boutique-firm approach and offices across the country.
The firm is pursuing a multi-year transformation to strengthen its advisor-centric culture and digital experience.
Position overview
The Journey Analyst supports journey owners with market and user research, journey optimization, orchestration, and agile delivery.
The role supports digital experiences for clients and advisors and operational improvements across digital touchpoints.
Strategy and collaboration
- Help articulate journey vision, document problems and opportunities, and define future states using experience and value outcomes.
- Identify business needs and represent them in journey maps and visualized requirements.
- Coordinate stakeholder input and share business and experience knowledge with team members.
- Facilitate collaborative working sessions and proactively raise risks, issues, and blockers.
- Support continuous improvement and respond constructively to feedback.
Delivery responsibilities
- Translate business concepts into accessible technical language and document optimized journeys with journey and product owners.
- Organize and facilitate program increment planning; help define epic value and story acceptance criteria.
- Collaborate with IT delivery teams on estimates and commitments, and define optimized journeys for upcoming iterations.
- Create acceptance criteria that support Acceptance Test-Driven Development and provide rigor to requirements validation.
- Decompose business needs into epics, features, and stories; collaborate with stakeholders to complete artifacts.
Education and experience
- At least 2 years of experience as a journey analyst or business analyst in a business context.
- Understanding of wealth management and its regulatory environment.
- Passion for client and advisor experience, supported by concrete achievements.
- Ability to analyze client and advisor needs and related processes.
- Strong coordination skills across stakeholders and departments; able to work in complex transformation environments.
- Degree in Business or Marketing.
Compensation
- Expected annualized base salary range is CAD 60,500 to CAD 93,600.
- The offered salary considers factors including skills, experience, education, training, and internal equity.
Additional information
This is an existing vacancy.
Richardson Wealth is an equal opportunity employer and offers accommodation during the interview process.
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