Join Richardson Wealth as an Operations Analyst, playing a crucial role in defining and optimizing client journeys. Collaborate closely with stakeholders to ensure seamless digital experiences for clients and advisors.
As an Operations Journey Analyst, you'll support journey owners by conducting user research, facilitating collaboration, and documenting key insights that drive value delivery. You will be instrumental in enhancing operational efficiency and supporting the firm’s digital transformation initiatives.
Key Responsibilities:
• Partner with journey and product owners on documentation and optimization
• Facilitate program increment and planning sessions
• Identify business needs and visualize requirements effectively




• Support delivery teams with transparent acceptance criteria
• Act as a knowledge resource for team collaboration
Requirements:
• 2+ years as a journey or business analyst
• Strong understanding of the Wealth Management sector
• Excellent skills in stakeholder engagement and communication
• Ability to work in a complex, transformation-driven environment
• Degree in Business or Marketing preferred
Bring your experience and insight to transform client journeys at Richardson Wealth.
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📌 Operations Analyst with Richardson Wealth Team (Toronto)
🏢 Richardson Wealth
📍 Toronto