Senior Consultant

Top Skills

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• Understanding of Agile
• Examples of work in financial services / asset management, having worked with financial advisors
• Experience with heavy data visualization
• Experience with client research
• Working cross functionally in a large organization
• Experience working with Sr. UX designers to complete digital product design

The Solutions Manager is responsible for working skillfully across the organization and managing stakeholders to produce :

Solution Vision, Which Entails Defining

• What we are solving for
• end-to-end user / customer journey or lifecycle personas, their skills and needs
• high level outline of a solution that addresses their needs

Solution Intent (architecture), Which Entails Defining

• nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
• overall non-functional requirements that are key metrics required for new system to capture and track
• target operating model (business, operations) that complement evolution in systems
• Defining requirements for API and data flow

Program Increment planning and leadership

• Roadmap
• Efficient implementation
• Feature planning
• Dependency planning
• Metrics definition

Primary Responsibilities

• Communicate effectively both verbally and written with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
• Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approach (interviews, online whiteboarding, surveys, card sorting, etc.)
• Ability to empathically understand and articulate user needs
• Analyze data gathered through user / stakeholder interactions and apply design thinking to draw out goals / business needs / problem statement / opportunity to be addressed, workflows / user journeys, personas and high level solution outline
• Work collaboratively with product and development team to draw out solution intent with capability roadmap and milestones
• Clearly understand and articulate dependencies that will influence sequencing of development
• Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
• Effectively manage stakeholder relationships through polished communication and follow-through
• Effective written communication through solution inception, vision and intent documents
• Lead and influence cross-functional teams.
• Provide consultation and ensure continuity with product and development teams on solution.

Job Requirements

• Master’s degree required
• A minimum of 15 years of experience in Finance / Asset Management, Strategy, Business Analysis or System analysis
• Excellent verbal and written communication skills
• Experience Leading And Directing Others To Achieve Measurable Results.
• Demonstrated ability to articulate customized solutions to meet business requirements
• Advanced experience working with Scaled Agile / Agile / Lean / Kanban software development processes
• Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Excel, SQL and Visio
• Understanding of analysis and artifact goals throughout the solution lifecycle
• Ability to learn quickly and work in a changing environment and under tight deadlines
• Ability to independently manage personal timelines and meet tight deadlines
• Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams
• Strong experience with SQL, Excel, Visio, Balsamiq, Jira, Tableau, Confluence
• Strong experience in financial industry
• Education : Masters Degree

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