Senior Business Process Specialist

Job Summary

Leading the design and execution of the onboarding and ramp-up experience for new financial advisors, the full-time Senior Business Process Specialist will serve as a subject matter expert, ensuring a seamless start for new advisors while collaborating with field leaders and training teams to enhance client experiences and drive continuous improvement.

Key responsibilities:

• Act as the primary contact for the Ramp Up new advisor program, supporting various initiatives
• Lead large initiatives to define business needs and articulate process requirements for effective implementation
• Continuously assess and enhance the advisor onboarding model based on feedback and performance data

Required qualifications:

• Bachelor's degree or equivalent combination of education and experience
• 5+ years of experience in a subject matter expert capacity supporting medium to large efforts
• Strong knowledge of advice-based planning models and compliance standards
• Proven critical thinking and analytical skills with a focus on process improvement
• Experience in leading cross-functional teams and managing multiple complex priorities