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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in process improvement and operational excellence, utilizing Lean and Six Sigma methodologies to drive measurable business impact. Capable of leading initiatives from opportunity identification through implementation, ensuring sustainable improvements and effective stakeholder engagement.
Highest-signal resume keywords
Process ImprovementLean Six Sigma Green BeltOperational ExcellenceWorkflow RedesignData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process AnalysisWorkflow TransformationOperational Problem-SolvingPerformance Metrics DevelopmentValue Realization MeasuresContinuous Improvement TechniquesChange ManagementAutomation Readiness AssessmentCurrent-State EvaluationsPerformance Measures Establishment
Soft Skills
Stakeholder InfluenceOrganizational Change ManagementIndependent Operation in Ambiguous Environments
Tools & Technologies
AI-Enabled OperationsDigital Transformation Tools
Certifications & Qualifications
Lean Six Sigma Black BeltLean Six Sigma Green Belt
Industry Keywords
Financial ServicesRetirement OperationsRecordkeepingConsultingOperational Diagnostics
About the role
Key responsibilities & impact- Lead operational diagnostics to identify opportunities for efficiency, quality, capacity, customer experience, and risk reduction
- Analyze current-state processes and develop practical future-state solutions
- Partner with operational leaders to implement process improvements and drive organizational adoption
- Identify and eliminate non-value-added activities, bottlenecks, duplication, rework, and process complexity
- Own improvement initiatives from opportunity identification through implementation, stabilization, and value realization
- Develop data-informed recommendations balancing customer impact, operational feasibility, risk, and business objectives
- Apply Lean, Six Sigma, Operational Excellence, consulting, and change management techniques
- Conduct process assessments, workflow analysis, and current-state evaluations
- Facilitate process redesign to simplify work, reduce variability, improve controls, and enhance customer and associate experiences
- Establish performance measures, management routines, and control mechanisms to sustain improvements
- Embed continuous improvement capabilities within day-to-day operations
- Assess processes for automation, AI, and agentic readiness
- Identify opportunities to standardize workflows, decision points, business rules, and knowledge assets for AI-enabled operations
- Partner with business, technology, and AI teams to redesign work before automation
- Contribute to the transition toward agentic operating models
- Define measurable success criteria and expected outcomes
- Track realized benefits including productivity, cycle time, quality, capacity, customer experience, and risk outcomes
- Support portfolio governance by reporting initiative progress, implementation risks, and realized value
- Ensure improvements result in measurable and sustainable business impact
- Protect confidential Ascensus and client data from unauthorized access, transmission, or disclosure
Requirements
What you’ll need- 5+ years of experience in process improvement, operational excellence, consulting, transformation, or continuous improvement roles
- Experience in retirement operations and recordkeeping
- Experience in financial services servicing and operations
- Lean Six Sigma Green Belt, Black Belt, or equivalent continuous improvement certification preferred
- Consulting experience preferred
- Experience supporting automation, workflow transformation, AI, or digital transformation initiatives preferred
- Proven experience leading operational improvement initiatives from assessment through implementation and stabilization
- Strong process analysis, workflow redesign, and operational problem-solving skills
- Demonstrated ability to influence stakeholders and drive organizational change
- Experience implementing and sustaining measurable operational improvements
- Strong analytical skills with the ability to leverage data to inform decisions and quantify outcomes
- Experience developing business cases, performance metrics, and value realization measures
- Financial services experience preferred; retirement industry experience highly preferred
- Comfortable operating independently in ambiguous environments while maintaining accountability for results
- Ability to protect, secure, and properly handle confidential data
- For virtual remote positions, ability to meet workspace, family-care, and internet requirements
Benefits
Comp & perks- Virtual remote work arrangement
- Uninterrupted virtual workspace requirement
- Family care expected to be in place during business hours
- Internet speed requirement of 25 Mbps or better for individual use