Operations Journey Analyst

Richardson Wealth; Toronto; On-site; CAD 61,000 - 72,000; Full time

Job summary

Richardson Wealth seeks an Operations Journey Analyst to support journey owners with market and user research, journey optimization, and agile delivery. You will help articulate problem contexts, visualize requirements, and collaborate with IT to deliver optimized journeys that improve client and advisor experiences.

The role emphasizes continuous improvement, stakeholder engagement, and documented acceptance criteria to enable incremental business value.

Qualifications

• 2 years' experience as journey analyst or business analyst in a business context.
• Understanding of Wealth Management industry and regulatory environment.
• A passion for client and advisor experience with concrete achievements.
• Strong capacity to understand and analyze client and advisor needs.
• Excellent coordination skills across multiple stakeholders and departments.
• Ability to work in complex transformation environments with multiple stakeholders.
• Degree in Business or Marketing.

Responsibilities

• Translate business concepts into easy-to-understand technical language with the journey owner.
• Define and document optimized journeys in collaboration with the journey owner.
• Organize and facilitate program increment planning (PI planning).
• Define and own the value definition of Epics and acceptance criteria of stories.
• Collaborate with IT delivery to enable delivery estimates for user stories.
• Define optimized journeys for next iterations of epics and features.
• Create acceptance criteria in a format supporting ATDD.
• Provide discipline and business context to requirements validation.
• Facilitate the delivery team to incrementally deliver business value.
• Decompose business needs into epics and features for incremental delivery.
• Visualize requirements as epics, features and stories.
• Collaborate with stakeholders to complete required artifacts.

Skills

Strategy / Value Focus

Business Needs Discovery

Stakeholder Engagement

Knowledge Centre

Collaboration Facilitator

Proactive Issue Identification

Continuous Improvement

Education

Degree in Business or Marketing

Job description

Who We Are

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

Who We Are

As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase - a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.

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 an Operations 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.

This is an existing vacancy.

About You

Strategy / Value Focus - Partners with the journey owners and key stakeholders to articulate journey vision; documents problem / opportunity and broader context; defines the desired future states using outcomes as measures of success and with a strong focus on experience and value delivery

Business Needs Discovery, Visualization, and Validation - Collaborates with journey owners and other stakeholders to identify business needs; captures / presents business needs as journey maps and 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 / experience knowledge and ensures UX Designers, Process Engineers, Product Owners and 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

Key Responsibilities

• Works in collaboration with the journey owner and the product owner to able to translate business concepts into easy-to-understand technical language
• Supports the journey owner in defining and documenting the optimized journeys
• Works in collaboration with the journey owner to organise and facilitate program increment planning (PI planning)
• Helps the Journey Owner define and own the value definition of the Epis and acceptation criteria of the stories
• Collaborates with the IT delivery team to enable them to provide a delivery estimate for user stories to gain a team commitment
• Works ahead of the delivery team to define optimized journeys for next iterations of epics and features
• Helps in acceptance criteria creation in a format that supports Acceptance Test Driven Development
• Provides discipline, rigor, and business context to 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 as epics and features while enabling incremental delivery
• Can visualize business needs / requirements as epics, features and stories
• Collaborates with key stakeholders to complete required artifacts

Your Career Path Looks Like

• 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-$72,200.

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. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.

Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we're ready to invest in you.

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.