business systems advisor

NTT DATA

Req ID: 367045
 
NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
 
We are currently seeking a Business Analysis Specialist Advisor to join our team in Dallas, Texas (US-TX), United States (US).
 
Job Title
 
Solution Business Analyst – Healthcare
 
Day to Day job Duties: (what this person will do on a daily/weekly basis)
 
Role Summary
 
We are seeking an experienced Solution Business Analyst (SBA) with deep Healthcare domain expertise and hands-on experience in AI-driven and Agentic solutions. The ideal candidate will act as a strategic bridge between business stakeholders, clinical users, engineering teams, and data science teams, translating healthcare problems into scalable AI-powered solutions.
 
The role focuses on designing and delivering AI Agent-based healthcare solutions such as intelligent virtual agents, clinical decision support, care coordination assistants, patient engagement bots, automation for claims and revenue cycle management, and operational optimization.
 
Key Responsibilities
 
Business Domain Analysis
 <ul>
<li>Engage with healthcare stakeholders (providers, payers, life sciences, operations, compliance, IT) to understand business needs, workflows, and pain points.</li>
<li>Analyze as-is and to-be healthcare workflows, including clinical, administrative, operational, and financial processes.</li>
<li>Identify opportunities where AI Agentic systems can improve outcomes, reduce costs, or enhance efficiency.</li>
</ul>
AI Solution Design Requirements
 <ul>
<li>Define business, functional, and non-functional requirements for AI-powered and agent-based solutions.</li>
<li>Collaborate with AI/ML, data engineering, and solution architecture teams to design:</li>
<li>Autonomous or semi-autonomous AI agents</li>
<li>Multi-agent workflows</li>
<li>Human-in-the-loop systems</li>
<li>Translate requirements into:</li>
<li>User stories / epics</li>
<li>Process flows</li>
<li>Decision logic</li>
<li>Agent orchestration diagrams</li>
</ul>
Healthcare AI Use Cases
 <ul>
<li>Support AI solutions across healthcare use cases such as:</li>
<li>Patient engagement virtual health assistants</li>
<li>Clinical decision support systems (CDSS)</li>
<li>Care management population health</li>
<li>Claims automation prior authorization</li>
<li>Revenue cycle management</li>
<li>Clinical documentation EHR automation</li>
<li>Ensure solutions align with clinical safety, quality, and usability standards.</li>
</ul>
Data, Compliance Governance
 <ul>
<li>Work with data teams to define data requirements, sources (EHR, HL7/FHIR, claims, IoT, labs), and quality metrics.</li>
<li>Ensure AI solutions comply with healthcare regulations and standards including:</li>
<li>HIPAA</li>
<li>GDPR (where applicable)</li>
<li>HL7 / FHIR</li>
<li>Clinical governance and audit requirements</li>
<li>Assist in defining explainability, auditability, and bias mitigation requirements for AI agents.</li>
</ul>
Stakeholder Delivery Management
 <ul>
<li>Serve as a trusted advisor to clients and internal stakeholders.</li>
<li>Facilitate workshops, requirement sessions, and solution walkthroughs.</li>
<li>Support Agile delivery by participating in:</li>
<li>Sprint planning</li>
<li>Backlog grooming</li>
<li>UAT coordination</li>
<li>Assist with solution documentation, demos, and go-live support.</li>
</ul>
Basic Qualifications: (what are the skills required to this job with minimum years of experience on each)
 
Required Skills Experience
 
Core Experience
 <ul>
<li>6+ years of experience as a Business Analyst / Solution Analyst in the Healthcare domain.</li>
<li>Strong understanding of healthcare ecosystems (providers, payers, life sciences, EHR systems).</li>
<li>Hands-on experience working on AI, ML, NLP, or automation-driven solutions.</li>
</ul>
AI Agentic Knowledge
 <ul>
<li>Understanding of:</li>
<li>AI Agents and Agentic workflows</li>
<li>LLM-based solutions (chatbots, copilots, virtual assistants)</li>
<li>Human-in-the-loop AI systems</li>
<li>Ability to translate business needs into AI agent behaviors, prompts, and workflows.</li>
<li>Familiarity with AI risks, ethics, and governance in healthcare.</li>
</ul>
Technical Analytical Skills
 <ul>
<li>Experience with:</li>
<li>Requirement modeling (BPMN, UML)</li>
<li>User stories and acceptance criteria</li>
<li>API-based and data-driven architectures</li>
<li>Working knowledge of:</li>
<li>EHR systems (Epic, Cerner, etc.)</li>
<li>HL7, FHIR standards</li>
<li>Cloud-based AI platforms (Azure, AWS, GCP – preferred)</li>
</ul>
Soft Skills
 <ul>
<li>Excellent stakeholder management and communication skills.</li>
<li>Ability to explain complex AI concepts to non-technical and clinical users.</li>
<li>Strong problem-solving and critical thinking mindset.</li>
<li>Collaborative and adaptable in fast-paced, innovation-driven environments.</li>
</ul>
Preferred Qualifications
 <ul>
<li>Experience delivering AI products or agent-based platforms in healthcare.</li>
<li>Exposure to GenAI, LLM orchestration frameworks, or autonomous agents.</li>
<li>Bachelor’s degree in Healthcare, IT, Engineering, or related field (Master’s preferred).</li>
<li>Certifications such as:</li>
<li>CBAP / CCBA</li>
<li>Healthcare IT certifications</li>
<li>Agile / Scrum BA certification</li>
</ul>
About NTT DATA
 
NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in RD.
 
Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client’s needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us.
 
NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here. If you'd like more information on your EEO rights under the law, please click here. For Pay Transparency information, please click here.

Business Analysis Specialist Advisor

Phillips 66

Phillips 66 & YOU - Together we can fuel the future
 
As an Advisor I, IT Business Partner, you’ll play a key role in connecting business teams with the technology solutions that move their work forward. You’ll help translate ideas into impactful digital enhancements, build strong partnerships across the organization, and support initiatives that strengthen efficiency, clarity, and collaboration. This role is a great fit for someone who enjoys problem solving, thrives in dynamic environments, and is motivated by helping others work smarter. Let’s build what’s next—together.
 
What You’ll Do
 
Partner with refining business stakeholders to understand needs, translate them into clear requirements, and shape solutions that support daily operations and long-term strategy.
 
Lead requirements gathering sessions, document current and future processes, and create functional specifications that guide technical teams.
 
Analyze data and industry trends to recommend improvements that enhance workflows, decision making, and digital tools across refining maintenance portfolios.
 
Support feasibility studies, maintain process and system documentation, and contribute to business case development for priority initiatives.
 
Collaborate with product owners, IT partners, and vendors to deliver reliable digital and application solutions.
 
Manage and prioritize application support requests based on business impact and value.
 
Monitor solution performance, identify opportunities for process optimization, and support continuous improvement efforts.
 
Contribute to a culture of innovation, provide clear communication and training during change adoption, and build your own capabilities through ongoing learning.
 
What You’ll Bring – Required
 
Legally authorized to work in the job posting country
 
High School Diploma or GED equivalent
 
1 or more years of relevant business analysis or IT/business partnership experience
 
Intermediate proficiency in data collection and analysis to identify trends and support decision making
 
What Makes You Stand Out – Preferred
 
Bachelor’s degree or higher in MIS, Computer Science, Business, or a related field
 
Knowledge of Phillips 66 Refining and Midstream businesses
 
Hands on experience partnering with vendors or supporting software implementations
 
Strength in facilitating workshops, conducting feasibility studies, or contributing to business case development
 
Effective communication skills and the ability to collaborate across teams
 
Ability to interpret data using BI tools, SQL, or comparable analytical platforms
 
A continuous improvement mindset with interest in innovation, new technologies, and modern ways of working
 
Strong problem-solving and analytical skills with the ability to navigate complexity and work independently when needed
 
Ability to identify, elicit, and document requirements using multiple methods (interviews, workshops, document analysis, workflow review)
 
Demonstrated skill in analyzing current state processes, defining future state needs, and supporting transition activities
 
Compensation Range
 
This position has a base salary range of $93,600 – $114,400.
 
At Phillips 66, we are committed to pay transparency and competitive, equitable compensation. Each role is assigned a salary grade with a defined pay range, benchmarked against industry peers. Where a candidate offer falls within the posted range depends on the candidate's experience, skills, and alignment with the role’s requirements. Offers are made to ensure internal equity and market competitiveness. Our compensation programs are designed to reward performance and support career growth.
 
Total Rewards
 
At Phillips 66, providing access to high quality programs and care for you and your family is important to us. Maintaining a culture of well-being — physical, emotional, social, and financial — is essential for a high-performing organization. When we are at our best, we are poised to deliver exceptional results — personally and professionally. Benefits for certain eligible, full-time employees include:
 
Annual Variable Cash Incentive Program (VCIP) bonus
 
8% 401k company match
 
Cash Balance Account pension
 
Medical, Dental, and Vision benefits with an annual company contribution to a Health Savings Account for employees on HDHP
 
Total well-being programs and incentives, including Employee Assistance Plan, well-being reimbursement, and backup family care services
 
Learn more about Phillips 66 Total Rewards (http://hr.phillips66.com) .
 
Phillips 66 has more than 140 years of experience in providing the energy that enables people to dream bigger and go farther, faster. We are committed to improving lives, and that is our promise to our employees and our communities. We are sustained by the backgrounds and experiences of our diverse teams, which reflect who we are, the environment we create and how we work together. We have been recognized by the Human Rights Campaign, U.S. Department of Labor and the Military Times for our continued commitment to inclusive practices and policies in the hiring and retention of those in the LGBTQ+ community and military veterans. Our company is built on values of safety, honor and commitment. We call our cultural mindset Our Energy in Action, which we define through four simple, intuitive behaviors: We work for the greater good, cultivate an environment of trust, seek different perspectives and pursue excellence.
 
Learn more about Phillips 66 and how we are working to meet the world's energy needs today and tomorrow, by visiting phillips66.com.
 
To be considered
 
In order to be considered for this position you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the requisition closing date of 4/23/2026.
 
Candidates for regular U.S. positions must be a U.S. citizen or national, or an alien admitted as permanent resident, refugee, asylee or temporary resident under 8 U.S.C. 1160(a) or 1255(a)(1). Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.
 
Phillips 66 is an Equal Opportunity Employer

Advisor I, IT Business Partner

Mutual of Omaha

<div><div>Location: Remote 
Work Type: Full Time Regular 
Job No: 504729 
Categories: Project Management/Business Analyst 
Application Closes: Closes Apr 16, 2026
<div>2026-04-09</div></div><div></div><div> 
</div><div><div><div><div><div>As a Business Systems Consultant I, you&rsquo;ll keep our systems running smoothly, lead process improvements, and partner closely with business and technology teams to deliver effective solutions.</div></div><div> 
<div>
WHAT WE CAN OFFER YOU:
<ul>
<li>Estimated Salary: $75,500 - $97,000 plus annual bonus opportunity.</li>
<li>401(k) plan with a 2% company contribution and 6% company match.</li>
<li>Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.</li>
<li>Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.</li></ul></div> 
</div> 
<div><div>WHAT YOU'LL DO:
<ul>
<li>Analyze business processes, gather requirements, and recommend improvements that align with business needs.</li>
<li>Collaborate with the development team for implementation.</li>
<li>Lead and perform system testing, including test planning, execution, and validation to make sure business and technical requirements are met.</li>
<li>Troubleshoot production issues and partner with vendors and internal teams to quickly resolve problems and keep the business running smoothly.</li>
<li>Create and maintain clear, accurate system documentation to support business partners and stakeholders</li></ul></div> 
</div> 
<div><div>WHAT YOU&rsquo;LL BRING:
<ul>
<li>Solid business analysis skills with 5 + years of proven experience gathering requirements, analyzing workflows, and supporting system or process changes.</li>
<li><div>Strong functional analysis skills with the ability and interest to partner closely with data‑focused teammates to translate business needs into effective solutions.</div>
</li><li>Strong communication and collaboration skills, with the confidence to speak up, influence decisions, and build relationships across teams.</li>
<li>Ability to thrive in a fast-moving environment&mdash;skilled at prioritizing, problem-solving, and driving results.</li>
<li>Experience with Agile, SDLC, or similar methodologies.</li>
<li>Manual testing experience is a plus.</li>
<li>You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.</li>
<li>Able to work remotely with access to a high-speed internet connection and located in the United States or Puerto Rico.</li></ul></div> 
</div> 
<div><div>We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements

If you have questions about your application or the hiring process, email our Talent Acquisition area at careers@mutualofomaha.com. Please allow at least one week from time of applying if you are checking on the status.

Stay Safe from Job Scams 
Mutual of Omaha only accepts applications from mutualofomaha.com/careers. Legitimate communications will come from '@mutualofomaha.com.' We never request sensitive information or extend job offers without conducting interviews. For more details, check our Hiring FAQs. Stay alert for scams and apply securely!

Fair Chance Notices
</div>
</div> 
</div></div></div><div>Need help? Email Us
</div><div><div><h2 class="jobSectionHeader">Great place to work</h2>
Together we achieve greatness. Not only is this a core value, but it&rsquo;s also representative of the kind of place we are &mdash; built by the strength and integrity of our employees. It&rsquo;s why we&rsquo;re named a &ldquo;Great Place to Work&rdquo;. 

</div><div><h2 class="jobSectionHeader">An inclusive culture</h2>
Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers.</div></div></div>

Business Systems Consultant I

The Mom Project

<div>
 
 Administrative Assistant (Part-Time)
 
 
 
 
 Location:
 
 Onsite &ndash; Phoenix/Biltmore Area (3 days/week)
 
 
 
 Schedule:
 
 Approximately 20 hours per week (9:30 AM &ndash; 3:30 PM)
 
 
 
 About The Role
 
 
 
 Our client is seeking a detail-oriented and proactive Administrative Assistant to support a financial advisor in day-to-day operations. This role is ideal for someone who thrives in a structured environment, enjoys working with clients, and takes pride in accuracy and organization. You will play a key role in ensuring smooth office operations and a high-quality client experience.
 
 
 
 Key Responsibilities
 
 
 
 
 Administrative &amp; Operational Support
 
 
 
 <ul>
 <li>
 Accurately complete and submit forms within one business day
 </li>
 <li>
 Maintain organized electronic client files, including statements, correspondence, and agreements, within established timelines
 </li>
 <li>
 Track pending business and maintain updates for outstanding items; provide weekly summaries to the advisor
 </li>
 <li>
 Proactively support the advisor with day-to-day administrative needs
 
 
 </li>
 </ul>
 
 Client &amp; Scheduling Support
 
 
 
 <ul>
 <li>
 Schedule, prepare for, and follow up on client appointments
 </li>
 <li>
 Serve as a professional point of contact for client calls, routing inquiries to the advisor as appropriate
 
 
 </li>
 </ul>
 
 Systems &amp; Process Management
 
 
 
 <ul>
 <li>
 Update and maintain CRM systems (including Client360 and related platforms)
 </li>
 <li>
 Assist with mail merges and client communications as directed
 </li>
 <li>
 Utilize internal tools such as COMMunity Link&reg; and Morningstar&reg; to support advisor needs
 </li>
 <li>
 Monitor internal communications, updates, and technology changes; share relevant insights with the advisor
 
 
 </li>
 </ul>
 
 Process Improvement
 
 
 
 <ul>
 <li>
 Identify opportunities to improve systems, workflows, and overall office efficiency
 
 
 </li>
 </ul>
 
 Qualifications &amp; Skills
 
 
 
 <ul>
 <li>
 Strong attention to detail and commitment to accuracy
 </li>
 <li>
 Excellent organizational and time management skills
 </li>
 <li>
 Ability to manage multiple tasks in a fast-paced environment
 </li>
 <li>
 Professional and confident communication skills, both written and verbal
 </li>
 <li>
 Proficiency in Microsoft Office Suite (Word, Excel)
 </li>
 <li>
 Ability to follow detailed instructions and complete repetitive tasks with precision
 </li>
 <li>
 Quick learner who is proactive in asking questions and seeking clarity
 </li>
 <li>
 Demonstrates a high level of discretion and maintains strict confidentiality when handling sensitive client financial and personal information
 </li>
 </ul>
</div>

Administrative Assistant (Phoenix/Biltmore Area, AZ)

Bank of America

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Austin San Antonio Market Area

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Chicago Michigan and Illinois Financial Center

JPMorganChase

<div>JOB DESCRIPTION 
The ConnectWealth Program and Advisor Experience lead will play a pivotal role driving the execution of our flagship ConnectWealth program&mdash;a transformative initiative designed to revolutionize our managed accounts operating model and deliver an innovative, intuitive technology platform across multiple lines of business and functions. In this high-impact role, you will lead both advisor engagement and platform deliverables for a specific line of business, combining strategic advisory leadership with program management excellence. You will be instrumental in fostering advisor engagement and accelerating adoption of the ConnectWealth platform, ensuring our technology transformation delivers tangible value and is embraced throughout the organization. This is a unique opportunity to drive meaningful change for thousands of advisors and their clients while orchestrating one of the industry&rsquo;s most significant technology advancements, championing engagement and adoption at every stage.
Key Responsibilities
Strategic Leadership &amp; Advisor Engagement<ul>
<li>Develop and execute a comprehensive advisor engagement strategy to drive platform adoption and satisfaction.</li>
<li>Build and nurture trusted relationships with advisors, translating their needs into actionable program priorities.</li>
<li>Design and implement change management initiatives that foster a culture of innovation and ensure meaningful adoption.</li></ul>
Program Management &amp; Delivery<ul>
<li>Lead the end-to-end execution of the ConnectWealth program, leveraging PMO frameworks to deliver on-time and on-budget across multiple product areas and cross-functional teams.</li>
<li>Orchestrate governance forums and Product Cabinet meetings to drive actionable decisions, accountability, and measurable outcomes.</li>
<li>Proactively identify, mitigate, and resolve program risks and issues to ensure sustained program health.</li></ul>
Stakeholder Communication &amp; Alignment<ul>
<li>Manage and influence relationships across all organizational levels, from advisors to senior executives, ensuring alignment with program objectives.</li>
<li>Create compelling executive-level materials, presentations, and communications to facilitate informed decision-making.</li>
<li>Establish and maintain effective feedback mechanisms and communication channels to keep stakeholders engaged and informed.</li></ul>
Data-Driven Insights &amp; Continuous Improvement<ul>
<li>Drive data-driven decision making through robust metrics, KPIs, and program analytics.</li>
<li>Champion a culture of continuous improvement by identifying opportunities to optimize processes and enhance advisor experiences.</li>
<li>Partner with business and technology leaders to align transformation initiatives with strategic business objectives.</li></ul>
Required Qualifications
<ul><li>Bachelor's degree required</li>
<li>Minimum 6 years of experience in financial services, with deep expertise in wealth management or investment management</li>
<li>Demonstrated success driving advisor engagement and adoption initiatives</li>
<li>6+ years of proven success leading complex, cross-functional programs or PMOs, preferably in a technology or operations transformation context</li>
<li>Deep knowledge of program management best practices, including Agile methodologies, risk management, and change management</li>
<li>Strong technical acumen with experience in software development life cycle (SDLC), systems integration, and data management</li>
<li>Proficiency in project management tools (e.g., JIRA, MS Project) and collaboration platforms (e.g., Confluence, SharePoint)</li>
<li>Exceptional strategic thinking and problem-solving skills, with the ability to navigate ambiguity and drive decision-making</li>
<li>Highly influential communicator with the ability to engage and align stakeholders at all levels</li>
<li>Proven ability to lead and motivate high-performing teams in a matrixed environment</li>
<li>Strong business acumen and understanding of wealth management products, operations, and technology</li></ul>
Preferred Qualifications:
<ul><li>Experience with data-driven decision making and familiarity with data analysis and visualization tools (e.g., Tableau, PowerBI)</li>
<li>Certified Scrum Master (CSM), SAFe Agilist (SA), or similar Agile certification</li>
<li>Prior experience leading PMOs for large-scale, enterprise-wide transformation programs in financial services</li>
<li>Demonstrated ability to innovate and drive process optimization in a fast-paced, dynamic environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
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ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

ConnectWealth NY | Program and Advisor Experience Lead (Vice President)

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