Senior Consultant, Process Optimization – Agentic Operations

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Lead operational diagnostics to uncover areas for enhancing efficiency, quality, capacity, customer experience, and minimizing risk.

• Evaluate current processes and formulate actionable future-state solutions.

• Collaborate with operational leaders to execute process enhancements and promote organizational adoption.

• Recognize and eliminate activities that do not add value, along with bottlenecks, redundancies, rework, and process complexities.

• Oversee improvement initiatives from the identification of opportunities through to implementation, stabilization, and realization of value.

• Create data-driven recommendations that balance customer impact, operational feasibility, risk, and business objectives.

• Utilize Lean, Six Sigma, Operational Excellence, consulting, and change management methodologies.

• Conduct assessments of processes, analyze workflows, and evaluate current states.

• Facilitate process redesigns to streamline work, reduce variability, enhance controls, and improve experiences for both customers and associates.

• Establish performance metrics, management routines, and control mechanisms to maintain improvements.

• Integrate continuous improvement capabilities into daily operations.

• Evaluate processes for automation, AI readiness, and agentic readiness.

• Identify opportunities to standardize workflows, decision points, business rules, and knowledge assets for AI-enabled operations.

• Collaborate with business, technology, and AI teams to redesign processes before automation.

• Assist in the transition toward agentic operating models.

• Define success criteria and anticipated outcomes that are measurable.

• Monitor realized benefits such as productivity, cycle time, quality, capacity, customer experience, and risk outcomes.

• Support portfolio governance by reporting on initiative progress, implementation risks, and value realized.

• Ensure that improvements lead to measurable and sustainable impacts on the business.

• Safeguard confidential information pertaining to Ascensus and clients from unauthorized access, transmission, or disclosure.

⛳️ Requirements

• 5+ years of experience in process improvement, operational excellence, consulting, transformation, or continuous improvement roles.

• Background in retirement operations and recordkeeping.

• Experience in financial services, servicing, and operations.

• Lean Six Sigma Green Belt, Black Belt, or equivalent continuous improvement certification is preferred.

• Consulting experience is preferred.

• Experience in supporting automation, workflow transformation, AI, or digital transformation initiatives is preferred.

• Demonstrated success in leading operational improvement initiatives from assessment to implementation and stabilization.

• Strong skills in process analysis, workflow redesign, and operational problem-solving.

• Proven ability to influence stakeholders and drive organizational change.

• Experience in implementing and maintaining measurable operational improvements.

• Strong analytical skills with the ability to utilize data for decision-making and outcome quantification.

• Experience in developing business cases, performance metrics, and measures of value realization.

• Financial services experience is preferred; experience in the retirement industry is highly preferred.

• Comfortable operating independently in ambiguous environments while being accountable for results.

• Capability to protect, secure, and properly manage confidential data.

• For virtual remote positions, the ability to meet workspace, family-care, and internet requirements.

🏝️ Benefits

• Virtual remote work arrangement.

• Requirement for an uninterrupted virtual workspace.

• Family care expected to be arranged during business hours.

• Internet speed requirement of 25 Mbps or higher for individual use.