Journey Analyst

Richardson Wealth Ltd; Toronto; Hybrid; CAD 61,000 - 94,000; Full time

Job summary

Richardson Wealth Management is seeking a Journey Analyst to support journey owners with market and user research, journey optimization, and agile delivery. The role focuses on translating business concepts into clear requirements and collaborating for optimized journeys.

You will engage with IT and stakeholders to define acceptance criteria, plan iterations, and drive continuous improvement in a transformation program.

Qualifications

• 2 years' experience as 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.

Responsibilities

• Collaborates with journey owners and product owners to translate concepts into technical language.
• Defines and documents optimized journeys with journey owners.
• Organizes program increment planning (PI planning) with stakeholders.
• Defines value and acceptance criteria for epics and user stories.
• Works with IT delivery to provide delivery estimates for user stories.

Skills

Wealth Management knowledge

Regulatory environment

Client/advisor experience

Stakeholder coordination

Transformation context

Education

Degree in Business or Marketing

Job description

Position Overview:

Richardson Wealth Management is on a transformation journey and want to develop and implement an industry-changing digital strategy that will enable the firm to deliver an unmatched, seamless digital experience for clients and advisors and find new ways to serve clients, integrate digital touchpoints and channels to improve operational efficiencies and attract the next generation of client, advisor and employee with flexible options for engagement.

As Journey Analyst, you will support the Journey owners with market and user research, journey optimization (e.g. experience redesign), journey orchestration and agile delivery and execution.

Strategy / Value Focus– Partners withthe journey owners andkey stakeholders to articulatejourneyvision; documents problem / opportunity and broader context; defines the desired future states using outcomes as measures of success and with a strong focus onexperience andvalue delivery

Business Needs Discovery, Visualization, and Validation– Collaborates withjourney ownersand other stakeholders to identify business needs; captures / presents business needs asjourney mapsand visualized requirements

Stakeholder Engagement / Communication– Identifies stakeholders and ensures they are actively providing necessary inputs to teams

Knowledge Centre for the Team– Acts as the team’s central point for business /experienceknowledge and ensuresUX Designers,Process Engineers, ProductOwnersand other team members have necessary information and knowledge to complete their activities

Collaboration Facilitator– Engages the right set of staff within the team based on desired goals to facilitate collaborative working sessions

Proactive Issue Identification –self-organizes around risks / issues / blockers; raises them as soon as they are identified or appear

Continuous Improvement Support– Practices continuous improvement and is on the constant lookout for opportunities; provides and adapts to continuous feedback positively

This is an existing vacancy.

Duties & Responsibilities:

• Works in collaboration withthe journey ownerand the product ownertoable to translate business concepts into easy-to-understand technical language
• Supports the journey ownerin defining and documenting the optimized journeys
• Works in collaboration with the journey owner to organize and facilitate program increment planning (PI planning)
• Helps theJourneyOwnerdefine and own the value definition ofthe Epis and acceptation criteria of the stories
• Collaborates with theIT deliveryteam toenable them toprovide a delivery estimate for user stories to gaina teamcommitment
• Works ahead of the delivery team todefine optimized journeysfor nextiterationsofepics and features
• Helps inacceptance criteriacreationin a format that supports Acceptance Test Driven Development
• Provides discipline, rigor, andbusinesscontextto the requirements definition and validation process
• Is an effective facilitator for delivery team to deliver incremental units of business value
• Can decompose and describe business needs asepics and featureswhile enabling incremental delivery
• Can visualize business needs /requirementsasepics,featuresand stories
• Collaborates with key stakeholders to complete required artifacts

Education and Experience:

• 2 years' experience as 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
• An 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
• Degree in Business or Marketing

The expected annualized base salary range for this role is $60,500-$93,600.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity.

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