Role Summary
The Process Engineer documents how the business actually operates and turns that into decisions leadership can act on. You will interview front-office, operations, and control-function stakeholders, build the process maps, apply structured root cause analysis to what you find, and present the results to senior client audiences yourself.
This is a client-facing role with real exposure. You will sit in rooms with managing directors and heads of operations, and you will be the one explaining the process and defending the findings. You will also be expected to use AI tooling as part of your working method, not as an afterthought.
ResponsibilitiesDiscovery and Documentation
- Conduct interviews with executives and subject matter experts across asset management, wealth management, and client onboarding functions.
- Build as-is swim lane process maps covering actors, systems, handoffs, controls, decision points, and exception paths.
- Collect and reconcile existing procedures, system inventories, and prior project documentation against what practitioners describe.
- Capture regional, product, and business-unit variation explicitly rather than averaging it into a single view.
Analysis
- Apply LEAN methods to identify waste, rework loops, queue time, and non-value-added steps across the front-to-back flow.
- Run structured root cause analysis on the problems surfaced, using techniques such as 5 Whys, fishbone, and Pareto analysis. Distinguish symptom from cause and support the distinction with evidence.
- Quantify impact in Excel: volumes, cycle time, touch counts, error and rework rates, and capacity implications.
- Maintain a prioritized pain-point inventory tied to root cause, business impact, and remediation effort.
AI-Enabled Delivery
- Use AI applications such as Claude in the daily work: synthesizing interview notes, drafting process narratives, stress-testing analysis, accelerating documentation, and preparing deliverable content.
- Apply judgment about where AI output is reliable and where it is not. Verify anything that reaches a client.
- Contribute to how the practice uses these tools, including prompt patterns and workflows that others can reuse.
Communication and Client Delivery
- Build executive-grade PowerPoint deliverables: structure the argument, design the exhibits, and produce material that goes to senior leadership without a rewrite.
- Present findings directly to client executives and hold your position when challenged.
- Facilitate or co-facilitate workshops and front-to-back walkthroughs across multiple locations and time zones.
- Socialize findings with stakeholders ahead of formal readouts so there are no surprises in the room.
Required QualificationsDomain Experience
- Direct experience in asset management or wealth management. You understand how the business is organized, how the operating model works, and the vocabulary practitioners use.
- Hands-on experience with client onboarding: account opening, documentation, KYC and suitability requirements, funding, and the handoffs between front office, operations, and compliance.
Method
- Strong working command of LEAN and demonstrated application of it to real operational processes, not classroom exposure.
- Proven root cause analysis skills with examples of problems you traced to cause and the evidence you used.
- Proficiency in process mapping software such as Visio, Lucidchart, Signavio, or Bizagi, with fluency in swim lane and BPMN conventions.
Tools
- Expert-level PowerPoint. You can build a full executive deck from a blank page: narrative structure, clean exhibits, and disciplined formatting.
- Strong Excel skills, including pivot tables, lookups, and the ability to build a defensible quantitative model of a process.
- Practical working experience with AI applications such as Claude, applied to analysis, documentation, or deliverable production.
Working Style
- Executive presence. You are credible in front of senior stakeholders, direct in how you communicate, and comfortable being questioned.
- Able to work full time in the office, five days per week.
- Able to work across multiple time zones, including early morning and late evening meetings on a recurring basis.
- High attention to detail. Your maps are read by people who know the process better than you do.
Preferred Qualifications
- Lean Six Sigma Green Belt or Black Belt.
- Consulting or internal transformation experience delivering to senior client stakeholders.
- Exposure to platforms common to the industry, such as portfolio management, CRM, custody, or onboarding workflow systems.
- Experience with process mining or workflow automation tooling.
- Familiarity with the regulatory environment governing wealth and asset management operations.
Success Measures
- Process maps validated by the business with limited correction.
- Root cause conclusions that hold up under challenge from people who own the process.
- Decks that reach the client at near-final quality.
- Findings that convert into funded remediation or follow-on work.
- Growing independence in running interviews, workshops, and executive conversations without supervision.
Pay: £60,000.00-£75,000.00 per year
Ability to commute/relocate:
- London, Greater London: reliably commute or plan to relocate before starting work (preferred)
Education:
Experience:
- Wealth Management : 5 years (required)
- Process improvement: 5 years (required)
- KYC: 4 years (required)
- Business Analyst : 4 years (required)
Licence/Certification:
- Lean Six Sigma (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
