Business Analyst and Process Optimization Specialist
5 days ago
The Private Wealth Team at Nicola Wealth Management Ltd. is the heart of our business, cultivating intimate relationships with clients to provide a bespoke wealth management experience.
Purpose of the Role:The Business Analyst & Process Optimization Specialist plays a key role in scaling and operational execution of the Private Wealth division, analyzing current processes, identifying inefficiencies, and proposing solutions for improvement.
Core Responsibilities:- Develop a deep understanding of the Private Wealth team's needs and document business requirements effectively.
- Analyze and test business processes to improve operational efficiencies, quality, service, and profitability.
- Develop and present analysis, findings, and recommendations to senior leadership to support decision-making.
- Design and implement process improvement plans, ensuring seamless workflow and documentation.
To excel in this role, you will require excellent analytical and problem-solving skills, proficiency in process mapping and data analysis tools, and expertise in Lean or Six Sigma methodologies.
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Business Process Optimization Specialist
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Business Process Optimization Specialist
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Process Optimization Specialist
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Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeAbout Us:Nicola Wealth Management Ltd. is a leader in wealth management, committed to delivering exceptional financial planning, sophisticated investment solutions, and outstanding client service. Our team of experts is dedicated to helping clients achieve their goals through personalized wealth management strategies.**Job Summary:**The Business Analyst &...
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Business Optimization Specialist
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Vancouver, British Columbia, Canada Nicola Wealth Management Ltd. Full timeAbout UsNicola Wealth Management Ltd. is a national leader in wealth management, recognized as a Best Managed Company and one of Canada's Top Employers. Our sophisticated financial planning, diversified private investment funds, and exceptional performance have earned us a 99% client retention rate. We are dedicated to upholding our firm's values through...
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Business Optimization Specialist
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