Business Process & Strategic Initiatives Specialist, Transfer Agency
About The Position
The Business Process & Strategic Initiatives Specialist partners with business leaders and stakeholders to identify, design, and implement strategic initiatives that improve organizational effectiveness, streamline processes, and enhance the employee and client experience. The role advances strategic priorities across Transfer Agency through process optimization, change implementation, automation opportunities, governance enhancements, and business transformation initiatives. While maintaining awareness of day-to-day operations, the primary focus is improving how work is performed, identifying opportunities for greater efficiency and effectiveness, and delivering initiatives that support long-term business objectives. The successful candidate influences cross-functional teams, facilitates strategic discussions, and delivers measurable business outcomes through process redesign, data-driven decision-making, and effective change management. The role follows a hybrid working model, with time split between the office and working from home.
Requirements
- Bachelor's degree or equivalent professional experience.
- 3–7 years of experience in process improvement, business analysis, project management, organizational effectiveness, consulting, or a related field.
- Strong analytical, problem-solving, and critical-thinking skills.
- Experience leading cross-functional initiatives without direct authority.
- Excellent verbal, written, facilitation, and presentation skills.
- Ability to influence and build relationships across multiple levels of the organization.
- Strong organizational and project coordination skills.
Nice To Haves
- Experience in financial services, asset servicing, transfer agency, operations, or corporate business support.
- Experience with process improvement methodologies such as Lean, Six Sigma, Design Thinking, or Continuous Improvement.
- Experience with Power BI, Power Automate, SharePoint, Visio, or other process documentation and analytics tools.
- Exposure to governance, risk management, audit, or control-related initiatives.
- Experience supporting organizational change or transformation programs.
- Experience supporting technology implementations and organizational change initiatives.
Responsibilities
- Lead strategic initiatives that improve operational effectiveness, scalability, and business performance.
- Support technology implementations and business transformation programs, including readiness, adoption stabilization, and benefit realization activities.
- Design and implement future-state operating models, including process redesign, role alignment, governance, and workforce readiness.
- Partner with stakeholders to identify and prioritize process improvement opportunities.
- Facilitate workshops, working sessions, and stakeholder discussions to drive alignment and decision-making.
- Develop and maintain process documentation, workflows, operational procedures, and governance frameworks.
- Identify opportunities to leverage automation, analytics, and emerging technologies to improve productivity and service delivery.
- Create performance metrics, dashboards, and reporting to measure outcomes and support management decision-making.
- Develop and deliver training, communication, and change management materials that support stakeholder adoption and sustained organizational change.
- Monitor initiative results, measure realized benefits, and recommend continuous improvement opportunities.
Benefits
- Retirement benefits, including 401(k) and pension.
- Medical, dental, vision, spending accounts, and disability benefits.
- Paid time off.
- Parental and caregiver leave.
- Life and accident insurance.
- Other voluntary and well-being benefits.
- Discretionary bonus program that may include an equity component.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
