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Osaic · 2 days ago

VP, Workflow Automation

Scottsdale, AZ

Full-time

Hybrid

Director/Executive

$150K/yr - $200K/yr

15+ years exp

Osaic is seeking a Vice President of Workflow Automation & Business Process Optimization to lead the firm’s enterprise-wide efforts to improve operational efficiency, scalability, and effectiveness through business process discovery, redesign, and automation. This role involves collaborating with various departments to identify automation opportunities and quantifying their value while implementing compliant solutions that deliver measurable business outcomes.

Business DevelopmentFinancial ServicesWealth Management

H1B Sponsor Likely

Responsibilities

Lead end-to-end discovery of current-state business processes across all major Osaic functions

Develop enterprise process maps, value streams, and dependency models

Identify inefficiencies, manual work, bottlenecks, risk points, and scalability constraints

Apply Lean / Six Sigma methodologies to redesign processes for speed, quality, and simplicity

Define and own Osaic’s enterprise workflow automation strategy and roadmap

Identify and prioritize opportunities across: Business Process Automation (BPA), APIs and system orchestration, RPA / intelligent automation, AI-enabled workflows where appropriate

Partner with Engineering, Architecture, and Platform teams to translate business needs into scalable technical solutions

Ensure automation initiatives align with enterprise architecture, security, and regulatory standards

Quantify automation opportunities in terms of: Hours saved, FTE impact, Cost reduction, Cycle-time improvement, Risk and error reduction

Build clear investment cases including implementation cost, run cost, ROI, and payback period

Partner with Finance and business owners to guide investment vs. harvesting decisions

Chair and run the Workflow Automation Steering Committee

Own the enterprise automation intake and backlog management process

Drive transparent prioritization and sequencing of initiatives based on business value

Balance near-term efficiency gains with long-term platform scalability

Serve as the primary executive-facing leader for workflow automation initiatives

Provide clear, concise updates to senior leadership on progress, value delivered, and risks

Bring together business owners, Finance, and Technology leaders to align on outcomes and funding decisions

Lead change management and adoption across the enterprise

Build, lead, and develop a high-performing process excellence and automation team

Foster a culture of accountability, continuous improvement, and data-driven decision-making

Act as a coach and mentor to emerging leaders in process optimization and automation

Qualification

Business process optimizationWorkflow automation strategySix Sigma certificationWealth Management experienceAPIsSystem orchestrationRPA platformsAI in automationExecutive communicationPeople leadershipChange management

Required

15+ years of experience in business process optimization, automation, or operational transformation

Deep experience in Wealth Management, including Broker-Dealer (BD) and RIA environments

Proven experience working across regulated functions such as Compliance, Supervision, Finance, and Legal

Strong understanding of business process automation, APIs, RPA platforms, and workflow orchestration tools

Practical understanding of how AI is shaping operational automation and where it delivers real value

Demonstrated ability to build ROI-based business cases and partner closely with Finance

Exceptional communicator with strong executive presence

Proven people leader with experience building and scaling teams

Experience leading large-scale, enterprise-wide transformation initiatives

Prior experience running executive steering committees or governance forums

Exposure to platform modernization, system consolidation, or large operational scale environments

Preferred

Master's Degree preferred

Six Sigma certification (Black Belt strongly preferred)

Benefits

Health, vision, dental insurance

401k

Paid time away

Volunteer days

Company

Osaic

Glassdoor3.7

Osaic provides the support, resources, and community designed for the future of wealth management.

Founded in 2016

Phoenix, Arizona, USA

1001-5000 employees

https://osaic.com/

H1B Sponsorship

Osaic has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2025 (1)

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