Process Lead- Wealth Process Excellence

at  TD Bank

JOB DESCRIPTION

Reporting to Manager, Wealth Process Excellence, the mandate of this role is to lead, develop and establish end to end sustainable process optimization with a focus on improving user experience. Following are the accountabilities:

• Make an impact by getting things done, focusing on what matters, owning, and delivering superior results for all stakeholders in both the short and long-term.
• Drive the three pillars in WPE as stated above ensuring processes are continuously optimized driving efficiency and productivity outcomes.
• Deliver automation and workflow roadmap and build a rich pipeline of new opportunities.
• Lead teams of business experts to review end to end Value Stream utilizing Lean Six Sigma methodology.
• Conduct end to end process analysis, lead Kaizen sessions, and analyze existing data with an emphasis on improving user experience and increasing workflow efficiency.
• Support key wealth initiatives & strategic projects in creating end-to-end process visibility and identify improvement opportunities.
• Explore new emerging technologies to support new opportunity identification and enhancing process performance.
• Build relationships with numerous partners and business leaders to plan and execute initiatives that support strategic business plans.
• Present to senior leaders the areas of opportunity, provide clarity on recommendations and raise awareness of potential challenges.
• Provide thought leadership around operational excellence, digitization, automation, investment prioritization and optimal resource planning.

JOB REQUIREMENTS

• 4+ years of proven track record and experience in leading Process Improvement initiatives
• Advance facilitation skills with strong experience in leading end to end Value Stream assessment sessions and Kaizen sessions with participants from all levels of business including executives
• Great written and verbal communication skills regardless of the level of the target audience
• Good understanding of bank policies, regulatory requirements, and operational processes
• Demonstrated leadership and project management skills by completing projects on time and within budget.
• Ability to educate, advocate and negotiate.
• Ability to work independently and within large team.
• Ability to leverage strong data analysis skills to support project findings.
• Demonstrated proficiency with Minitab statistical software, Excel, and ARIS

OTHER EDUCATION AND QUALIFICATIONS:

• University degree (Required)
• Lean Six Sigma Green/ Black Belt certification (Preferred)
• Wealth Experience (Will be an asset)
• Previous design/execution of projects that required D&A and RPA capability ((Will be an asset)
• Technology project experience (Will be an asset)

WHO WE ARE:

TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.

• Make an impact by getting things done, focusing on what matters, owning, and delivering superior results for all stakeholders in both the short and long-term.
• Drive the three pillars in WPE as stated above ensuring processes are continuously optimized driving efficiency and productivity outcomes.
• Deliver automation and workflow roadmap and build a rich pipeline of new opportunities.
• Lead teams of business experts to review end to end Value Stream utilizing Lean Six Sigma methodology.
• Conduct end to end process analysis, lead Kaizen sessions, and analyze existing data with an emphasis on improving user experience and increasing workflow efficiency.
• Support key wealth initiatives & strategic projects in creating end-to-end process visibility and identify improvement opportunities.
• Explore new emerging technologies to support new opportunity identification and enhancing process performance.
• Build relationships with numerous partners and business leaders to plan and execute initiatives that support strategic business plans.
• Present to senior leaders the areas of opportunity, provide clarity on recommendations and raise awareness of potential challenges.
• Provide thought leadership around operational excellence, digitization, automation, investment prioritization and optimal resource planning