Toronto, Ontario, Canada · Hybrid
$95k–$105k/yr
About Us: 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&…
Skills: Journey Mapping, Business Analysis, Stakeholder Engagement, Agile Delivery, User Research
Toronto, Ontario, Canada · Hybrid
$50k–$65k/yr
About Us: 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&…
Skills: Client Relationship Management, Financial Sector Experience, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Toronto, Ontario, Canada · Hybrid
$75k–$90k/yr
About Us: 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&…
Skills: Multi-provincial Payroll, Full-cycle Payroll Processing, Payroll Legislation, Commission-based Compensation, Data Analysis
Calgary, Alberta, Canada · On-site
About Us: 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&…
Skills: Financial Analysis, Client Service, Portfolio Evaluation, Financial Planning, Compliance Management
Calgary, Alberta, Canada · On-site
$110k–$120k/yr
About Us: 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&…
Skills: Strategy Execution, Project Management, Stakeholder Management, Operational Process Design, Wealth Management Operations
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The Senior Journey Analyst supports journey owners in designing and optimizing digital experiences for clients and advisors through research and agile execution. They translate business concepts into technical requirements and facilitate collaboration between stakeholders and IT delivery teams.
Requires at least 5 years of experience as a journey or business analyst, preferably within the wealth management industry. A degree in Business or Marketing is required, along with strong skills in stakeholder mobilization and complex environment navigation.
Position Overview
Richardson Wealth 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 Senior 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
Duties and 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 negotiator who can negotiate effectively with business stakeholders and technology partners to clarify needs vs. wants / likes to balance direction / requirements with cost of development
• 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
Qualifications
• 5 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
• Able to influence and mobilize
Education
• Degree in Business or Marketing
The expected annualized base salary range for this role is $94,500-$105,000
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.
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The next generation of wealth.™
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
Offices: 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
The next generation of wealth.™
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term. We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships. We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing. Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme. Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations. Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.
Offices: 100 Queens Quay East, Suite 2500, Toronto, Ontario M5E 1Y3, CA
