Process Engineer

Accountabilities:

• Lead post-LOI discovery with newly acquired partner firms to understand current operations, workflows, systems, technology, and client-service practices.
• Document current-state processes, systems, workflows, and technology environments, translating findings into the broader operating architecture.
• Analyze gaps, dependencies, risks, and opportunities between partner-firm operating models and target-state processes.
• Build and continuously improve a repeatable framework, toolkit, and methodology for partner discovery, evaluation, and integration.
• Develop sequenced integration roadmaps in collaboration with Legal, Finance, Operations, Technology, Leadership, and other stakeholders.
• Organize post-close operational changes into coordinated releases that enable partner firms and internal teams to anticipate, prepare for, and manage transitions effectively.
• Maintain high-quality process maps, systems inventories, workflow diagrams, and other documentation for use by integration and deal teams.
• Serve as a subject-matter resource on core operating systems, including Aspen, and their application to partner integration.
• Support change management, stakeholder communication, and adoption as partner teams transition to new operating processes and systems.
• Conduct onsite discovery and integration-planning activities at partner locations as needed, with regular travel expected.
• Manage multiple priorities in an evolving environment and take on additional responsibilities as business needs require.

Requirements

• Bachelor’s degree required; relevant certifications such as Lean, Six Sigma, or PMP are a plus.
• Demonstrated experience in business process documentation, workflow design, systems evaluation, technology implementation, or related process-engineering disciplines.
• Experience in wealth management, registered investment advisory firms, or financial services is strongly preferred; familiarity with the Aspen platform is highly desirable.
• Prior experience supporting mergers and acquisitions, business integrations, organizational transformation, or similar acquisition environments is a plus.
• Working knowledge of Salesforce or comparable CRM or deal-management platforms is beneficial.
• Strong analytical and problem-solving skills, with the ability to synthesize complex and sometimes incomplete information into clear, practical plans.
• Excellent written and verbal communication skills, including the ability to build trust and rapport with stakeholders during sensitive organizational transitions.
• Highly organized and detail-oriented, with the ability to create structure, documentation, and repeatable processes where no established playbook exists.
• Comfortable operating independently and navigating ambiguity while simultaneously developing new frameworks and delivering day-to-day integration work.
• Strong collaboration and stakeholder-management skills, with the ability to work effectively across business, technology, operational, and leadership teams.
• Willingness and ability to travel regularly to partner firm locations as business needs require.

Benefits

• Base salary of $85,000–$95,000 USD, with actual compensation determined by factors including location, experience, education, skills, and certifications.
• Eligibility for incentive compensation through an applicable company incentive program.
• Flexible professional working environment, with the position available from a professional office or dedicated home office.
• Monday–Friday schedule, generally 8:00 AM–5:00 PM, with flexibility for early or late hours based on business needs.
• Medical coverage through multiple Cigna plan options, including High Deductible Health Plans and a traditional co-pay plan; Kaiser options are available in California.
• Health Savings Account with company contributions for eligible HDHP participants.
• Comprehensive dental and vision insurance.
• Company-paid basic life and AD&D insurance.
• Company-paid short- and long-term disability insurance, plus supplemental coverage options.
• Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
• Dependent Care Savings Account and Employee Assistance Program.
• 14 company-paid holidays, including a full week off around Thanksgiving.
• Generous paid time off for vacation and sick leave.
• Family Medical Leave and 8 weeks of paid parental leave.
• Maternity support combining company-paid short-term disability, supplemental disability coverage, and parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services supporting a range of personal and family caregiving needs.
• 401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax contribution option.
• Pet insurance.
• Access to personalized financial planning and guidance from internal financial professionals at preferred employee pricing.
• Ongoing opportunity to shape a newly created function and build scalable integration processes from the ground up.
• Regular exposure to cross-functional leadership, technology, operations, and strategic integration initiatives.
• Remote flexibility within a nationally distributed organization, balanced with travel to partner locations as required.