Senior Analyst Of Client Journey Optimization Toronto

Senior Analyst Of Client Journey Optimization Toronto

09 Aug
|
Richardson Wealth
|
Toronto

09 Aug

Richardson Wealth

Toronto

Step into a pivotal role at Richardson Wealth as a Senior Journey Analyst, where you will shape transformational strategies for client engagement. Utilize your experience to optimize user journeys and improve operational efficiencies.

In this role, you will work closely with journey owners to translate complex business needs into transparent roadmaps. Supporting program planning and facilitating productive sessions, you will ensure all team members are aligned toward common goals.

Your passion for enhancing client and advisor experiences will be essential.

Key Responsibilities:
Support the translation of business concepts into user-friendly criteria
Own documentation of optimized customer journeys
Engage in planning meetings to streamline processes




Create and validate acceptance criteria for user stories
Foster team collaboration to deliver business value incrementally

Requirements:
At least 5 years of experience as a journey or business analyst
Knowledge of the Wealth Management sector is vital
Robust stakeholder negotiation and influence abilities
Proven skills in navigating complex business environments
Degree in Business or Marketing necessary

Be a part of Richardson Wealth's vision for an unparalleled client journey.
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📌 Senior Analyst Of Client Journey Optimization Toronto
🏢 Richardson Wealth
📍 Toronto

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