Process Engineer

Role overview

Key accountabilities

• Identify processes for improvement through analysis, data collection, and stakeholder feedback.
• Evaluate process efficiency, effectiveness, and compliance and gather insights into pain points and bottlenecks.
• Develop and prioritize a process-improvement roadmap based on potential impact and feasibility.
• Research current pain points and map future experiences using process-improvement and reengineering methods.
• Ensure deliverables address applicable legal, regulatory, compliance, and internal-policy requirements.
• Maintain process documentation, change records, and best practices.
• Participate in agile ceremonies and provide analytical support to the team.
• Present sprint deliverables to leadership and incorporate feedback.

Skills and qualifications

• At least three years of experience in process improvement, business analysis, or operations, ideally in financial services or wealth management.
• Hands-on experience with process mapping and business process reengineering, including methods such as DMAIC or value stream mapping.
• Proficiency with process-mapping and BPM tools such as Visio, Salesforce, or Power Platform; familiarity with data analysis or statistical process control.
• Lean Six Sigma Green Belt or Black Belt certification, or equivalent process-improvement credential, is strongly preferred.
• Exposure to intelligent automation or RPA tools is an asset; PMP or other project-management certification is also an asset.
• Wealth management operations knowledge is preferred; knowledge of financial-services regulatory and compliance standards is an asset.
• Strong analytical, problem-solving, stakeholder-management, interviewing, change-management, communication, and presentation skills.
• Ability to manage multiple priorities and deliver on a sprint-based cadence.

Compensation

• Expected annualized base salary range is $85,800 to $94,500.

About the company