Sr. Service Design Consultant; Wealth Management to architect behind our -state Wealth Distribution model
Job in
Edmonton, Alberta, Canada
Listing for:
S.i. Systems
Contract
position
Listed on 2026-02-28
Job specializations:
-
IT/Tech
Data Science Manager, IT Consultant, Systems Analyst, IT Project Manager
Job Description & How to Apply Below
Position: 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:
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.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.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.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.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.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.
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