Process Improvement Manager

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Leads complex or large process improvement initiatives using process improvement methodology (e.g., Lean, Agile, etc.) to develop, identify, analyze, and improve existing business processes. Applies functional expertise to improve business and client results.

Core Responsibilities

1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

2. Oversees development and application of divisional process definition, improvement, and design strategy to identify, analyze, and improve business processes to improve quality, reduce costs, increase efficiencies/productivity, increase customer satisfaction, etc.

3. Concatenates process improvement data and uses key metrics to measure outcomes on the most complex initiatives.

4. Leads initiatives from inception through implementation ensuring deadlines are met. Defines scope and requirements, establishes timeline, and ensures timely completion of deliverables.

5. Leads development of documentation to support analysis and improvement including business requirements, functional specifications, process maps, and gap/problem analyses.

6. Develops and manages effective working relationships with internal clients (primarily senior leaders) and key stakeholders.

7. Develops training and/or change management materials and activities to support new processes and procedures, and to support the enterprise-wide adoption of process improvement methodologies. Serves as an escalation point for teams to identify and remove impediments.

8. Coordinates follow-up meetings for project teams using process improvement tools to ensure work is completed and improvements are maintained. Plans and implements quality assurance and compliance processes.

9. Leverages technical expertise to coach other process improvement crew through complex initiatives. Develops coaching methods to lead teams in using and sharing data to improve outcomes, delivery, and organizational support.

10. Maintains working knowledge of the wealth management, Fintech, and financial services industry, understanding the trends of a changing business landscape and translating those insights into potential impacts for the firm. Leads changes to enterprise-wide process improvement strategy to account for industry trends.

11. Ensures that all supervisory processes are done in compliance with SEC and FINRA rules and regulations.

12. Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of eight years related work experience with progressive responsibility required. Supervisory experience preferred.
• Undergraduate degree or an equivalent combination of training and experience required. Graduate degree preferred.
• Process improvement certification (i.e. McKinsey Lean training, Six Sigma certification) required.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.