Choreo
Business Process Architect
Charlotte, North Carolina, United States or Remote
Sponsorship not specifiedDetected 6 days ago
Project ManagementSalesforceCRMAccountingLeadershipCommunication
About the role
- This role is explicitly hands‑on and execution‑oriented.
Responsibilities
- Design future‑state processes that are realistic, scalable, and appropriate for a distributed advisor organization
- Maintain a living process library that serves as a foundation for automation and applied intelligence initiatives
- Process Discovery and Design
- Translate business needs into clear, executable functional specifications for internal teams and external build partners
- Own the requirements backlog in coordination with project management and delivery teams
- Support early‑stage intake by shaping loosely defined ideas into decision‑ready problem statements before they enter delivery backlogs
- Serve as the internal process and functional voice on active builds, escalating only architectural or strategic decisions
- Design and execute structured user acceptance testing for all platform and workflow deliverables
- Clearly document defects and manage resolution cycles with build partners
- Develop process documentation, training materials, and reference guides for new workflows and tools
Requirements
- Bachelor's degree or equivalent experience in business analysis, operations, technology, or a related discipline
- 5+ years of experience in process design, business analysis, or similar roles, ideally in financial services or wealth management environment
- Demonstrated ability to produce documentation and specifications that technical and non‑technical teams can act on
- Experience managing requirements and UAT for vendor‑delivered or externally built solutions
- Familiarity with CRM, portfolio accounting, or financial planning platforms such as Dynamics or Salesforce, Black Diamond, or eMoney
- Strong written and verbal communication skills across advisor, operations, compliance, and technology audiences
Nice to have
- Preferred Skills:
Skills
- Experience with workflow automation or low‑code platforms such as Microsoft Power Platform or equivalents
- Exposure to data governance, MDM concepts, or multi‑system client data architectures
- Comfort operating in environments where automation and applied intelligence are embedded in daily workflows
- Wealth management or RIA industry experience
- Employee Benefits
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
Compensation
- Competitive salary and bonus plan
Benefits
- Paid parental leave
- At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives.
- We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security.
- We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
Company info
- Here is what we offer:
- With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Equal opportunity
- equal opportunity employer.
This listing is sourced directly from Choreo's careers page and normalized into a canonical job model.