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Osaic · 1 day ago

VP, Workflow Automation

La Vista, NE

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 strikes a critical balance between business leadership and technology enablement, partnering closely with leaders across various functions to identify opportunities for automation and measurable operational improvement.

Business DevelopmentFinancial ServicesWealth Management

No H1B

U.S. Citizen Only

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-enabled workflowsROI modelingExceptional communicatorPeople leadershipExecutive presence