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About the Role
As an Operations Journey Analyst, you will support journey owners with market and user research, journey optimization, journey orchestration, and agile delivery and execution. Richardson Wealth is undergoing a digital transformation to enhance client and advisor experiences and improve operational efficiencies.
Responsibilities
- Translate business concepts into easy-to-understand technical language in collaboration with the journey owner and product owner.
- Support the journey owner in defining and documenting optimized journeys.
- Organize and facilitate program increment planning (PI planning) in collaboration with the journey owner.
- Help the Journey Owner define and own the value definition of Epics and acceptance criteria of stories.
- Collaborate with the IT delivery team to enable them to provide delivery estimates for user stories.
- Define optimized journeys for next iterations of epics and features ahead of the delivery team.
- Assist in acceptance criteria creation in a format that supports Acceptance Test Driven Development.
- Provide discipline, rigor, and business context to the requirements definition and validation process.
- Facilitate the delivery team to deliver incremental units of business value.
- Decompose and describe business needs as epics and features, enabling incremental delivery.
- Visualize business needs/requirements as epics, features, and stories.
- Collaborate with key stakeholders to complete required artifacts.
Requirements
- 2 years' experience as a journey analyst or business analyst in a business context.
- Understanding of the Wealth Management industry and regulatory environment.
- A passion for client and advisor experience, with concrete achievements.
- Excellent capacity to understand and analyze client and advisor needs, with an overall view of related processes.
- Strong coordination skills across multiple stakeholders and departments.
- Able to work in complex environments and in the context of transformation, with multiple stakeholders.
Skills
- Market and user research
- Journey optimization
- Journey orchestration
- Agile delivery
- Business needs discovery
- Visualization
- Validation
- Stakeholder engagement
- Communication
- Collaboration facilitation
- Proactive issue identification
- Continuous improvement
Location
- Canada
Work Type
- Hybrid
Experience Level
- 2 years' experience
Education Level
- Degree in Business or Marketing
Salary/Compensations
- $60,500-$72,200
Benefits
- Performance-based incentive plan
- Comprehensive health & dental benefits
- Group RRSP matching plan
- Paid time off
About the Company
- Richardson Wealth is a leading Canadian wealth management organization offering the personal touch of a boutique firm with significant results.
- With offices across the country, we are home to some of Canada’s best investment advisors.
- We are on an exciting growth phase and a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
- Richardson Wealth Management aims to develop and implement an industry-changing digital strategy to deliver an unmatched, seamless digital experience for clients and advisors.
- Our goal is to find new ways to serve clients, integrate digital touchpoints and channels to improve operational efficiencies, and attract the next generation of clients, advisors, and employees with flexible engagement options.
Equal Opportunity
- Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment.
- We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act.
- Candidates may request accommodation at any point during the interview process.