Sr. Service Design Consultant (Wealth Management) to be the architect behind our future-state Wealth Distribution model

Our client is looking for a Sr. Service Design Consultant (Wealth Management) to be the architect behind our future-state Wealth Distribution model.

Overview :

We are looking for a high-caliber Service Design Consultant to be the architect behind our future-state Wealth Distribution model, bridging the gap between high-level strategy and the granular details of business process design.

In this role, you’ll work closely with senior leadership to scale and enhance our wealth management offers. If you are a master of service blueprints and have a deep pedigree in Wealth Management distribution.

Must Have's :

• 5+ years of Wealth Management experience , with a heavy preference for experience working with investment dealers in wealth management.
• Blueprint Mastery : Proven track record of designing complex Service Blueprints and L2 / L3 business processes.
• Stakeholder Management : Exceptional ability to work independently and influence senior leadership and cross-functional stakeholders.
• Facilitation Skills : You are a pro at running design sessions and workshops that drive consensus and actionable outcomes.
• Organizational Power : Strong project management background; you can navigate risks, dependencies, and complex timelines with ease.
• Technical Literacy : Familiarity with wealth management technical requirements.

Responsibilities :

Target Service Blueprint & Operating Model :

Detailed Process Design & Workflow :

Implementation Roadmap & Governance :

Change Management Strategy :

The Deliverables

As a contractor, your success will be measured by the delivery of :

Service Blueprint Summary Report : Covering critical journeys and prioritized Op Model opportunities.

Process Design Report : Detailed L2 / L3 maps, KPIs / SLAs, and interaction models.

Implementation Plan : A full roadmap including risk mitigation, costs, and resourcing.

Change Impact Assessment : A persona-based view of the transition.