Lead Service Operations Specialist
Ameriprise Financial Services, LLC
Posted: 10/21/2026
Data Operations Specialist
Scicom Infrastructure Services
Posted: 10/21/2026AirflowApacheAWSAzureCloudETLKafkaPySparkPython+4 more
Airport Operations Specialist – PT
Provo City
Posted: 10/21/2026
Manager, Alternatives Operations
PIMCO
Posted: 10/21/2026
Manager, Service Operations
Palmetto
Posted: 10/21/2026Cloud
Digital Media Operations Specialist
DigiKey
Posted: 10/21/2026
Director of Distribution – Operations
Uline
Posted: 10/21/2026Executive Operations Analyst Intern
Uline
Posted: 10/21/2026SQL
Senior Customer Operations Manager
Uline
Posted: 10/21/2026Operations Analyst Internship
Uline
Posted: 10/21/2026SQL
Simulation Operations Specialist
Air Methods
Posted: 10/21/2026
Supervisor, System Operations Training
Eversource Energy
Posted: 10/21/2026Switching
Trade & Working Capital Operations Manager
City National Bank of Florida
Posted: 10/21/2026
Loan Servicing Operations Specialist
Bank of America
Posted: 10/21/2026
Retail Operations Team Member
Nouria
Posted: 10/21/2026
Senior Operations Work Coordinator
Xcel Energy
Posted: 10/21/2026
HRIS Operations Analyst II
Dudek
Posted: 10/21/2026ERPITSMOracle
Senior Denials Prevention Process Improvement Advisor
Ensemble Health Partners
Posted: 10/21/2026
Assistant Manager, Pre-Care Operations
FreedomCare
Posted: 10/21/2026
Director – Operations
Centene Corporation
Posted: 10/21/2026Lead Service Operations Specialist
Ameriprise Financial Services, LLCCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business analysis, process optimization, and operational efficiency within Brokerage Operations. Proficient in documenting business requirements, facilitating process improvements, and supporting technology modernization initiatives.
Highest-signal resume keywords
Business AnalysisProcess ImprovementOperational EfficiencyLean Six Sigma CertificationUser Acceptance Testing (UAT)
About the role
Key responsibilities & impact- Serve as a business analyst and process optimization leader for Brokerage Operations
- Identify opportunities to improve operational efficiency
- Document business requirements
- Support technology modernization initiatives
- Analyze operational processes and drive continuous improvement efforts
- Partner with Operations, Technology, Risk, Compliance, and other business stakeholders to streamline processes, reduce manual effort, strengthen controls, and enhance the client and advisor experience
- Analyze operational workflows to identify inefficiencies, bottlenecks, control gaps, and automation opportunities
- Facilitate process mapping, root cause analysis, value stream reviews, and workflow redesign activities
- Develop recommendations to improve scalability, quality, productivity, risk management, and service outcomes
- Support Lean, Six Sigma, and continuous improvement initiatives
- Measure and report on process improvement results
- Gather, document, and prioritize business requirements for operational enhancements and modernization initiatives
- Create business requirements, user stories, process flows, decision trees, and operational procedures
- Partner with technology teams throughout solution design, development, testing, and implementation
- Support change impact assessments and implementation planning
- Analyze operational metrics, volumes, trends, and performance indicators
- Develop reporting and dashboards providing actionable operational insights
- Monitor key performance and risk indicators
- Present findings and recommendations to leadership
- Support operational and technology projects from inception through implementation
- Coordinate testing activities, including test scenario creation and execution support
- Assist with training, communication, and adoption activities for new processes and systems
- Track project actions, decisions, risks, and dependencies
Requirements
What you’ll need- Associate degree or equivalent experience
- 5 to 7 years of experience in operations, business analysis, process improvement, or related disciplines
- Strong analytical and problem-solving skills
- Experience documenting business requirements and process workflows
- Ability to effectively communicate with both business and technology stakeholders
- Strong organizational and project coordination skills
- Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
- Bachelor's degree or equivalent experience preferred
- Active FINRA licenses (Series 99, or Series 7) preferred, or an interest in obtaining them
- Experience in Brokerage, Clearing, Custody, Trust, or Financial Services Operations preferred
- Experience supporting operational modernization or transformation initiatives preferred
- Knowledge of Agile delivery methodologies preferred
- Lean Six Sigma certification or continuous improvement experience preferred
- Experience with user acceptance testing (UAT) and business system implementations preferred
- Familiarity with operational risk management and control environments preferred
Benefits
Comp & perks- Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
- Vacation time
- Sick time
- 401(k)
- Health insurance
- Dental insurance
- Life insurance
- Flexibility to work from home one (1) day per week
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Documenting Business RequirementsProcess WorkflowsOperational Metrics AnalysisWorkflow RedesignChange Impact AssessmentsAgile Delivery MethodologiesOperational Risk ManagementData Reporting and DashboardsContinuous ImprovementRoot Cause Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsCommunication SkillsOrganizational SkillsProject Coordination Skills
Certifications & Qualifications
Lean Six Sigma CertificationFINRA Series 99FINRA Series 7
Industry Keywords
Brokerage OperationsFinancial Services OperationsClearingCustodyTrust