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About
Hybrid work model. Prefer candidates local to Westlake, TX Summary: Client Charitable is an independent public charity created to help increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. A donor-advised fund account is a simple, efficient, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund provider—having granted out to over 123,000 charities since inception on behalf of our donors. At Client Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management strategies. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. Through our uniquely integrated approach, access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them. Client Charitable operates as an independent charity, but is closely affiliated with and enjoys the support of Charles Client & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Client & Co. and will be subject to its human resources and risk policies and procedures, but will report to and be accountable to Client Charitable for day-to-day activities. Our Opportunity: The Sr. Process Design Specialist’s primary responsibility is to help evaluate critical steps within business processes that are followed through Client Charitable. The Performance Improvement Analyst will work closely with our internal business partners and will be responsible for evaluating milestones, activities, and sub-activities that are tied to current state processes, all of which needing to be communicated to Managers and to the Senior Management Team (SMT). In addition, the Performance Improvement Analyst will also be required to communicate effectively and efficiently to multiple levels of the organization, including Client Charitable’s team members, business unit Managers, and on occasion, the Senior Management Team. Qualified candidates must be comfortable with process identification and evaluation, and must be able to present summaries and findings on a weekly, monthly, and quarterly basis. What you’ll do: Assist with planning, scheduling, facilitating, and leading process development sessions to review process documentation with process owners, managers, Strategy and Offer Management team members, and appropriate process stakeholders Facilitate the completion of process development documentation in IBM Blueworks and participate in Business Transformation Team quality assurance reviews to ensure consistent status, updates, and reporting Design and develop business process maps and business requirements, preferably in accordance with Business Process Management (BPM) methodology and governance Ensure proper documentation of activity descriptions, problems, personnel assignments, technologies, and cycle/work times Additional Job Details: You demonstrate these behaviors: Able to motivate team members, work under time constraints and deadlines, and able to manage multiple requests with minimal direction or supervision Ability to work at a detailed level, while focusing on future performance Highly adaptive, capable of working effectively within a team environment Well-developed time management skills with the ability to organize and manage competing priorities Attention to detail with an emphasis on process documentation mapping, and an ability to discuss project performance and planning details with team members and managers both Well-developed written and verbal communication skills with the ability to deliver technical information in lay terms Eager to learn and willingness to participate in continuous improvement activities What you have/required skills: BA/BS degree preferred Experience with process evaluation and process documentation Ability to understand datapoints while converting them to informational reporting Ability to organize and manage multiple, often conflicting, priorities Professional and confident attitude Strong written and verbal communication skills Superior analysis skills, particularly the ability to communicate needs to Managers Proficient in Microsoft applications such as Excel, Outlook, PowerPoint, and Word Familiar with process mapping principles, i.e. experience with MS Visio or similar applications Candidates who would be best suited for working at Client Charitable value the following: Being on the nexus of the financial services sector and non-profit sector Positive societal impact as an element in their work environment A smaller more interpersonal, but structured organization A sense of humor in the work environment A traditional office setting with access to and support of current technology Integrity as a characteristic of colleagues and management Financial Services and/or non-profit background Being part of an interactive and collaborative team.
Languages
- English
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