Vp, Workflow Automation

Osaic

Atlanta, GA, USA
$150,000.00 - $200,000.00 py; annual performance-b...
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Enterprise process discovery and optimization
Workflow automation strategy and roadmap
Quantify automation value and roi
** Osaic is seeking a Vice President of Workflow Automation to enhance operational efficiency through business process optimization and automation strategies. The role requires extensive experience in wealth management and operational transformation, with a focus on collaboration across various departments and stakeholder engagement. **

Job Summary

  • This role leads enterprise-wide efforts to improve operational efficiency, scalability, and effectiveness through business process discovery, redesign, and automation.
  • Key responsibilities include defining the automation strategy, quantifying value, and partnering with Engineering and Architecture teams to implement scalable solutions.
  • The company offers a competitive compensation package including salary, annual performance-based bonus, health, vision, dental insurance, 401k, and paid time away.

Matching Summary

Match Score: 75

** Osaic is seeking a Vice President of Workflow Automation to enhance operational efficiency through business process optimization and automation strategies. The role requires extensive experience in wealth management and operational transformation, with a focus on collaboration across various departments and stakeholder engagement. **

Salary

$150,000.00 - $200,000.00 per year; annual performance-based bonus; health, vision, dental insurance, 401k, paid time away, volunteer days and much more

Skills & Requirements

Must-have

  • Enterprise process discovery and optimization
  • Workflow automation strategy and roadmap
  • Quantify automation value and ROI
  • Executive communication and stakeholder alignment
  • People leadership and team development

Nice-to-have

  • Lean / Six Sigma methodologies
  • AI-enabled workflows
  • Platform modernization experience
  • Data-driven decision-making culture

Key Requirements

  • 15+ years experience in business process optimization or automation
  • Deep experience in Wealth Management (BD and RIA)
  • Proven experience in regulated functions (Compliance, Supervision, Finance, Legal)
  • Six Sigma Black Belt strongly preferred
  • Experience leading large-scale transformation initiatives
  • Prior experience running executive steering committees

Work Rights

Not specified

Tailored Resume

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