Shape the future of operational excellence with our Optimization, Insights, & Development team. Join us to drive impactful change and improve client and employee experiences. Unlock your potential by collaborating across functions and leading initiatives that deliver measurable outcomes. Be part of a team dedicated to continuous improvement and professional growth. Make your mark by implementing solutions that matter.

Job Summary
As an Optimization Senior Associate in Shared Services – Client Onboarding & Service, you will be part of the Optimization, Insights, & Development team focused on delivering measurable process improvements. You will lead tactical initiatives from intake to implementation, collaborating with stakeholders to enhance efficiency and experiences. You will use proven methodologies to drive change and ensure compliance with firmwide standards. Your role will empower you to make a meaningful impact across operations.

Job Responsibilities

Identify inefficient, manual, or redundant processes and lead improvement efforts Manage initiatives from problem definition through implementation and post-delivery measurement Apply methodologies such as Lean, Six Sigma, or Agile based on the problem statement Define KPIs and deliver quantifiable results reflecting business outcomes Engage partners and stakeholders across functions to drive alignment and remove barriers Create and maintain clear documentation, tailoring materials for various audiences Ensure all process changes comply with firmwide policies, risk controls, and compliance standards Share insights and best practices to support continuous improvement across Shared Services

Required Qualifications, Capabilities, and Skills

Experience gathering and analyzing complex processes with business risk comprehension Proven ability to manage projects from inception to completion, ensuring timely delivery Experience applying process improvement methodologies such as Lean, Six Sigma, or Kaizen Excellent communication and interpersonal skills for effective teamwork Strong analytical skills with proficiency in data analysis Flexibility to adapt to changing business needs and environments Commitment to continuous improvement and personal growth

Preferred Qualifications, Capabilities, and Skills

Bachelor’s or higher degree Advanced skills in business analysis, design, development, testing, and deployment Certification in Lean Six Sigma (Green Belt or Black Belt) is a plus