Journey Process Engineer

3 weeks ago


Montréal QC, Canada iA Private Wealth Inc. Full time

Description: The Journey Process Engineer is responsible for driving the enhancement of business processes to increase efficiency, productivity, quality, and the overall Journey experience. The Journey Process Engineer will work closely with Journey Owners and various stakeholders to assess existing processes, identify areas for improvement, and implement changes to drive operational excellence and optimal user experience for iA Private Wealth that will enable the firm to deliver an unmatched, seamless digital experience and find new ways to serve clients, integrate digital touchpoints and channels to improve operational efficiencies.

Key Accountabilities include:

  1. Process Analysis and Assessment
    • Work with the Journey Owners to identify existing processes that need improvement through analysis, data collection, and feedback from stakeholders
    • Evaluate the efficiency, effectiveness, and compliance of current processes. Collaborate with cross-functional teams to gather insights into pain points and bottlenecks
    • Develop a comprehensive process improvement roadmap and prioritize process improvement initiatives based on their potential impact and feasibility
    • Conduct research activities to define current pain points and map ideal future experiences applying process improvement and reengineering methodologies and principles
    • Maintain comprehensive documentation of processes, changes, and best practices

  2. Journey Research & Design
    • Defining target advisor, client, and operational journey and experiences and ensuring they are evergreen on an ongoing basis
    • Ensure delivery addresses applicable legal, compliance regulatory, and internal policy requirements
    • Responsible for multipronged research practice, combining qualitative research data and journey metrics, identifying opportunities for design and orchestration and monitoring and measuring performance. Examples include research, creation of a journey map, establishing journey-analytics capabilities, conducting customer-listening or voice-of-customer research and analysis and reporting of data and insight

  3. Agile Delivery & Execution
    • Assist the Journey owners in the creation of Prioritized Program Epic Backlog
    • Help define product requirements and understand user workflows to assist design and product teams in iterating through product discovery
    • Participates in PI Planning, Iteration Reviews, and System Demo
    • Proactively manage key risks and dependencies, resolve or escalate issues to ensure successful implementation

Skills & Qualifications

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