Business Process Analyst

Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.

Position Summary:

The Business Process Analyst will assist Project Managers and Business Users drive organizational efficiency and effectiveness through the identification, analysis, and optimization of business processes. Additionally, this role will serve as the lead for initial project discovery and documentation. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a passion for improving business operations.

Success in this role is creating a great user experience and being able to provide solutions quickly and effectively to our users.

Essential Job Functions

• Business Process
• Conduct thorough evaluations of current business processes to identify inefficiencies, bottlenecks, and areas for improvement with a specific focus on discovering undocumented work and dependencies.
• Collaborate with cross-functional teams to develop and implement new processes, procedures, and technologies that enhance organizational efficiency.
• Perform process audits and performance assessments to ensure the effectiveness of new processes.
• Document and present findings, recommendations, and proposed solutions for process improvements, serving as a roadmap for change.
• Get executive and stakeholder buy-in for proposed process improvements.
• Facilitate process workshops to engage teams in brainstorming innovative solutions for organizational success.
• Communicate effectively with stakeholders, including project controllers, project managers, and senior management, to ensure alignment on process changes and mitigate potential risks.

• Analyst
• Create and manage documentation and reports for projects, ensuring accuracy and completeness.
• Performing detailed requirements analysis and documenting processes with a focus on requirements discovery, problem understanding, and customer end state vision.
• Identify the goals and requirements of each project, aligning them with organizational objectives.
• Conducting meetings and presentations to share ideas and findings with both technical and non-technical audiences.
• Participating in user acceptance testing to ensure solutions meet business needs.
• Managing projects, developing project plans, and monitoring performance to ensure timely completion.
• Serving as a liaison between stakeholders, users, and the project team.
  

Required Knowledge, Skills and Abilities:

• Bachelor's degree in Business Administration, Information Systems, or a related field.
• Proven experience as a Business Process Analyst or similar role within the financial services industry.
• Demonstrated understanding of back-office processes including custodians like Schwab, Fidelity, etc and Wealthtech companies such as Orion, Envestnet, etc.
• Strong analytical skills with the ability to interpret complex data and business metrics.
• Excellent written and verbal communication skills.
• Proficiency in process mapping and workflow software.
• Ability to work independently and as part of a team.
• Familiarity with project management methodologies and tools.
• Demonstrable problem-solving experience and skills
• Exceptional client service mindset
• Organized and detail oriented.
• Ability to manage and prioritize multiple tasks.
• Excellent communication, analytical and organizational skills
  
  

Work Schedule: Monday – Friday 8:00am – 5:00pm

Travel: 0% travel

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
• Pet Insurance
  
  

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.