Sr. Service Design Consultant (Wealth Management) to be the architect behind our future-state Wealth Distribution model

Our client is looking for a Sr. Service Design Consultant (Wealth Management) to be the architect behind our future-state Wealth Distribution model.

Overview:

We are looking for a high-caliber Service Design Consultant to be the architect behind our future-state Wealth Distribution model, bridging the gap between high-level strategy and the granular details of business process design.

In this role, you’ll work closely with senior leadership to scale and enhance our wealth management offers. If you are a master of service blueprints and have a deep pedigree in Wealth Management distribution.

Must Have's:

• 5+ years of Wealth Management experience, with a heavy preference for experience working with investment dealers in wealth management.
• Blueprint Mastery: Proven track record of designing complex Service Blueprints and L2/L3 business processes.
• Stakeholder Management: Exceptional ability to work independently and influence senior leadership and cross-functional stakeholders.
• Facilitation Skills: You are a pro at running design sessions and workshops that drive consensus and actionable outcomes.
• Organizational Power: Strong project management background; you can navigate risks, dependencies, and complex timelines with ease.
• Technical Literacy: Familiarity with wealth management technical requirements.

Responsibilities:

• Lead the design of our target service blueprint and detailed future-state Level 2/Level 3 (L2/L3) business processes. Your mission is to capture critical user journeys and prioritize operating model opportunities across People, Process, and Technology.

Target Service Blueprint & Operating Model:

• Facilitate workshops to develop target state blueprints for the wealth offer(s) lifecycle.
• Map critical journeys, identifying data domains required for a seamless, personalized user experience.
• Determine and prioritize operating model opportunities that impact our technology roadmap.
• Design functional capabilities across Advisors, Associates, Operations, Compliance, and Technology.

Detailed Process Design & Workflow:

• Create L2/L3 process maps, including key controls, segregation of duties, and exception flows.
• Design the interaction model for trade processing workflows among key players.
• Identify opportunities for process automation and review managed services/outsourcing options.

Implementation Roadmap & Governance:

• Draft a comprehensive implementation timeline, identifying the critical path and dependencies.
• Develop a program charter and governance structure (Steerco, Design Authority, RACIs).
• Provide high-level cost estimates and resourcing plans.

Change Management Strategy:

• Assess high-level change impacts for key personas (Advisors, associates, leadership, support teams).
• Develop a change management strategy and training plan to ensure high adoption across Wealth Distribution.

The Deliverables

As a contractor, your success will be measured by the delivery of:

Service Blueprint Summary Report: Covering critical journeys and prioritized Op Model opportunities.

Process Design Report: Detailed L2/L3 maps, KPIs/SLAs, and interaction models.

Implementation Plan: A full roadmap including risk mitigation, costs, and resourcing.

Change Impact Assessment: A persona-based view of the transition.