Senior Process Journey Owner

Job summary

The Senior Process Journey Owner will lead the evolution of business processes to enhance advisor and client experiences through digital transformation and operational excellence. They are responsible for defining the journey strategy, managing complex transformation initiatives, and coordinating cross-functional teams to deliver measurable business outcomes.

Job details

Job Description Build the future with us Are you driven by digital transformation and eager to improve the experiences of advisors and clients? As a Senior Process Journey Owner, you will lead the evolution of business processes to increase efficiency, productivity, and quality across the advisor and client journeys at iA Private Wealth. Working closely with Journey Owners, Process Engineers, Product Owners, and business and technology stakeholders, you will assess existing processes, identify improvement opportunities, and deliver changes that advance operational excellence. You will also help integrate digital and artificial intelligence touchpoints to create seamless, customer-centric experiences. This is an opportunity to lead complex transformations, influence senior stakeholders, and shape the future of wealth management within a caring and trustworthy company where collaboration, innovation, and professional development are valued. What you’ll accomplish with us As a Senior Process Journey Owner, you’ll be at the core of our mission. Here are the main responsibilities: Establish the process journey vision, strategy, and integration model across advisors and head office teams to achieve target business outcomes and deliver best-in-class digital experiences. Translate business goals into strategic opportunities and develop an MVP-centred roadmap with short-, medium-, and long-term objectives in collaboration with Product Owners and key stakeholders. Develop business cases, define and measure objectives and key results, and manage journey metrics, revenues, costs, total cost of ownership, performance, and return on investment. Represent the voice of clients and advisors by leading qualitative and quantitative research, journey mapping, customer-listening initiatives, journey analytics, market intelligence, and performance measurement. Lead journey and process design activities, including design thinking, ideation, prototyping, testing, iteration, process optimization, documentation, and the ongoing evolution of target experiences. Lead multiple large, complex, and multi-year business transformation initiatives, defining and prioritizing EPICs and Features, coordinating cross-functional delivery, and representing the business throughout development and user acceptance testing. Orchestrate end-to-end delivery through Program Increment Planning, iteration reviews, system demonstrations, risk management, governance reporting, and compliance with applicable legal, regulatory, and internal policy requirements. Build and manage relationships with executives, advisors, internal teams, technology companies, service providers, and third-party partners while leading stakeholder communications, change management, adoption, training, and organizational readiness. What could accelerate your success in this role We’re looking for someone who: Has at least 10 years of relevant experience in digital strategy, journey ownership, process improvement, and the delivery of complex business transformation initiatives. Holds a degree in Business, Marketing, or a related field; an MBA and professional certifications such as Lean Six Sigma, Certified Process Professional, or Certified Business Process Professional are considered assets. Demonstrates strong knowledge of wealth management industry trends, investment solutions, emerging technologies, and the regulatory environment. Has experience working in Agile environments, participating in Agile ceremonies, managing EPICs and Features, tracking team-level metrics, removing blockers, and coordinating business and technology capabilities. Brings P&L and financial management experience, with a demonstrated ability to build business cases and drive profitable adoption, growth, operational performance, and return on investment. Excels at strategic planning, stakeholder coordination, change management, problem-solving, and managing multiple priorities and deadlines in a fast-paced environment. Communicates complex ideas clearly and persuasively, builds productive relationships at all organizational levels, and effectively influences senior executives, vendors, consultants, and cross-functional partners. Has an advanced level of English proficiency, as the role involves leading meetings, presenting recommendations, preparing documentation, and collaborating with English-speaking colleagues and internal partners across Canada on a frequent basis. Excellent French communication skills, both oral and written, are also an asset. Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence; AI is in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth; A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces. Competitive Benefits Flexible group insurance plans Competitive retirement savings plan Employee share purchase plan Vacation program, wellness days, and personal development days Telemedicine services Employee and Family Assistance Program Ergonomic furniture program Performance bonus, discounts on iA products, and much more Apply now and get ahead of your career, where your talent really belongs! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you! The typical hiring range for this position is between $110,000 and $140,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions. Location(s) Montreal / 1981 McGill College Avenue Other Possible Location(s) Toronto / 26 Wellington Street East Company iA Private Wealth Inc. Posting End Date 2026-11-10 Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes of the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs. Technology and Artificial Intelligence in Recruitment To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

What you’ll do

The Senior Process Journey Owner will lead the evolution of business processes to enhance advisor and client experiences through digital transformation and operational excellence. They are responsible for defining the journey strategy, managing complex transformation initiatives, and coordinating cross-functional teams to deliver measurable business outcomes.

Requirements

Candidates must have at least 10 years of experience in digital strategy, journey ownership, and business transformation within the wealth management industry. A degree in Business or Marketing is required, with professional certifications like Lean Six Sigma or an MBA considered significant assets.

Benefits

• Flexible group insurance plans
• Competitive retirement savings plan
• Employee share purchase plan
• Vacation program
• Wellness days
• Personal development days
• Telemedicine services
• Employee and Family Assistance Program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products

Listed skills

• Process Optimization · Preferred
• Change Management · Preferred
• Regulatory Compliance · Preferred
• Risk Management · Preferred
• Project management · Preferred
• Process Improvement · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Digital strategy
• Journey ownership
• Process improvement
• Business transformation
• Wealth management
• Agile methodology
• Financial management
• Stakeholder management
• Change management
• Strategic planning
• Design thinking
• Process optimization
• Data analytics
• Project management
• Risk management
• Regulatory compliance
• User Acceptance Testing (UAT)
• Total Cost Of Ownership
• Digital Media Strategy
• Influencing Skills
• Lean Six Sigma Certification
• Regulatory Environment
• Operational Performance Management
• Stakeholder Communications
• Ideation
• Relationship Management
• Profit And Loss (P&L) Management
• Emerging Technologies
• Digital Transformation
• Certified Business Process Professional
• Stakeholder Coordination
• Planning
• Artificial Intelligence
• Business Marketing
• Management
• Business Process
• Strategic Planning
• Business Transformation
• Change Management
• Communication
• Design Thinking
• Discounts And Allowances
• English Language
• Equities
• Financial Services
• Financial Management
• French Language
• Governance
• Innovation
• Problem Solving

Job areas

• Management & Leadership
• Finance & Accounting
• Technology
• Consulting
• Data & Analytics
• Business Journalist
• Digital Transformation Manager
• Information and Communications Technology Service Managers
• Information Technology Project Managers
• Computer Occupations, All Other

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