Process Design Business Analyst - $37/hr

Process Design Business Analyst

Location: Addison, TX - Onsite 5 days/week Duration: 12 months

Additional location: Jacksonville, FL

Location must be listed on top of resume

Target Start Date: 3 weeks after acceptance

Here are additional call notes from the manager:

• Leverage AI based solutions
• More tactical in nature at first then more integrated solutions
• Not really a traditional BA role - More experience with design component and process rather than collecting and gathering requirements
• Be able to demonstrate experience leveraging AI tools (even if it's something outside of work)
• Know how to prompt, create agents and workflows
• Creative folks, intellectually curious
• Challenge what's being on and push the envelope from a corporate perspective to influence change and behavior to leverage these tools
• Creating visuals on how process is being done
• Financial services experience is not important
• This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future.

Job Description:

Wealth Management Operations (WMO) provides end-to end operational support of Brokerage, Private Bank, and Workplace Benefits. Within WMO, the Business Strategy and Transformation organization includes an Artificial Intelligence (AI) Strategy team focused on enabling responsible and effective use of AI across operations. The role focuses on facilitating deep process discovery, documenting current state workflows, and partnering with stakeholders across operations, technology, and risk to surface opportunities where AI, automation, or workflow changes may improve the processes or functions. Evaluate end to end processes, roles, and technology to understand how WM Operations function today and where AI or other automation may add value. Facilitate working sessions with business and operations stakeholders to document current state processes and decision flows. Partner with cross-functional teams to understand business needs and drive the adoption of AI tools to enable process improvements. Question assumptions and surface inefficiencies by examining how work is actually performed versus how it is designed or documented. Enable opportunities to move forward by aligning with AI governance requirements and risk review processes. Support the shaping and documentation of opportunities, including inputs to business cases.

Required Skills:

• Hands on experience using artificial intelligence tools, with a practical understanding of how they can be applied within operational workflows.
• Strong process analysis skills, including the ability to break down complex workflows, roles, and decision points.
• Exceptional pattern recognition and critical thinking skills, with the ability to identify inconsistencies, anomalies, and inefficiencies.
• Creative and innovative mindset, able to explore alternative approaches and think differently about how work is performed.
• Proven ability to work independently, take ownership of deliverables, and operate effectively with minimal direction in fast paced environments.
• Strong facilitation skills, including the ability to lead working sessions, extract information, challenge gaps, and surface hidden dependencies.

Desired Skills:

• Experience supporting operations functions or process management knowledge
• Innovation and continuous improvement experience