2026-06 Senior Service Design Consultant

We are looking for a high-caliber Service Design Consultant to join us as a contractor. You will 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 youll 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 we want to hear from you.

What Youll Do

You will lead the design of our target service blueprint and detailed future-state Level 2 / Level 3 (L2 / L3) business processes. Your mission is to capture critical user journeys and prioritize operating model opportunities across People Process and Technology.

1. Target Service Blueprint & Operating Model

Facilitate workshops to develop target state blueprints for the wealth offer(s) lifecycle.

Map critical journeys identifying data domains required for a seamless personalized user experience.

Determine and prioritize operating model opportunities that impact our technology roadmap.

Design functional capabilities across Advisors Associates Operations Compliance and Technology.

2. Detailed Process Design & Workflow

Create L2 / L3 process maps including key controls segregation of duties and exception flows.

Design the interaction model for trade processing workflows among key players.

Identify opportunities for process automation and review managed services / outsourcing options.

3. Implementation Roadmap & Governance

Draft a comprehensive implementation timeline identifying the critical path and dependencies.

Develop a program charter and governance structure (Steerco Design Authority RACIs).

Provide high-level cost estimates and resourcing plans.

4. Change Management Strategy

Assess high-level change impacts for key personas (Advisors associates leadership support teams).

Develop a change management strategy and training plan to ensure high adoption across Wealth Distribution.

What You Bring

Industry Expertise : 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.

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.

Required Experience :

Senior IC

Key Skills

Business Development,Sales Experience,B2B Sales,Time Management,HP Service Manager,Windows,ServiceNow,Relationship Management,Operating Systems,Management Consulting,Troubleshooting,Automotive Service

Employment Type : Contract

Experience : years

Vacancy : 1