Choreo - Business Process Architect

• Translate business needs into clear, executable functional specifications for internal teams and external build partners • Define acceptance criteria, edge cases, and data validation rules for all deliverables • Own the requirements backlog in coordination with project management and delivery teams • Support early‑stage intake by shaping loosely defined ideas into decision‑ready problem statements before they enter delivery backlogs • Serve as the internal process and functional voice on active builds, escalating only architectural or strategic decisions • Testing and Acceptance • Design and execute structured user acceptance testing for all platform and workflow deliverables • Clearly document defects and manage resolution cycles with build partners • Change Management and Enablement • Develop process documentation, training materials, and reference guides for new workflows and tools • Partner with system administrators and platform owners on rollout sequencing and adoption planning • Communicate process and workflow changes clearly to non‑technical, advisor‑facing audiences • Partner with Advisor Enablement, L&D and Enterprise Transformation teams to ensure alignment with strategic initiative timing • Process‑to‑Platform Alignment • Ensure approved future‑state processes are accurately translated into platform designs, automation logic, and system behavior • Identify and flag misalignments between intended process outcomes and technical implementations early in delivery • Automation and Intelligence Readiness • Evaluate processes for automation and applied intelligence readiness, identifying candidates for decision support, workflow automation, or assistive technologies • Partner with platform, data, and AI teams to ensure process design supports responsible and scalable intelligent solutions • Design business outcome reporting requirements that define how success will be measured after implementation, including operational metrics, adoption indicators, and process performance measures • Documentation Standards and Quality • Establish and maintain standards for process maps, functional specifications, and acceptance documentation used across platform initiatives • Ensure documentation quality supports consistent execution and institutional reuse • Cross‑Functional Partnership • Work closely with platform strategy, data and engineering, operations, compliance, and advisor leadership teams • Support firm‑wide initiatives spanning process standardization, data governance, platform modernization, and applied AI • Preserve process intent from discovery through delivery and adoption • Bachelor’s degree or equivalent experience in business analysis, operations, technology, or a related discipline • Demonstrated ability to produce documentation and specifications that technical and non‑technical teams can act on • Experience managing requirements and UAT for vendor‑delivered or externally built solutions • Strong written and verbal communication skills across advisor, operations, compliance, and technology audiences • Familiarity with CRM, portfolio accounting, or financial planning platforms such as Dynamics or Salesforce, Black Diamond, or eMoney • Experience with workflow automation or low‑code platforms such as Microsoft Power Platform or equivalents • Exposure to data governance, MDM concepts, or multi‑system client data architectures • Comfort operating in environments where automation and applied intelligence are embedded in daily workflows • Wealth management or RIA industry experience