Business Process Architect

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

The Business Process Architect is a senior individual contributor operating at the intersection of business analysis, process design, and platform delivery. This role is explicitly hands‑on and execution‑oriented. The Business Process Architect produces concrete, decision‑ready artifacts such as process maps, functional specifications, acceptance criteria, and change documentation that internal teams and external build partners can execute against without ambiguity. The role serves as connective tissue between business needs, platform capabilities, and delivered solutions across governance, data management, front and back-office workflows, and intelligent automation initiatives.

Primary Responsibilities:

Process Discovery and Design

Map current‑state workflows across advisory, operations, and compliance functions, including variations by office and advisor practice model

Identify friction, redundancy, and automation opportunities prior to solution or platform decisions

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

Requirements and Specification

Translate business needs into clear, executable functional specifications for internal teams and external build partners

Define acceptance criteria, edge cases, and data validation rules for all deliverables

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

Testing and Acceptance

Design and execute structured user acceptance testing for all platform and workflow deliverables

Clearly document defects and manage resolution cycles with build partners

Sign off on deliverables prior to leadership review and production release

Change Management and Enablement

Develop process documentation, training materials, and reference guides for new workflows and tools

Partner with system administrators and platform owners on rollout sequencing and adoption planning

Communicate process and workflow changes clearly to non‑technical, advisor‑facing audiences

Partner with Advisor Enablement, L D and Enterprise Transformation teams to ensure alignment with strategic initiative timing

Process‑to‑Platform Alignment

Ensure approved future‑state processes are accurately translated into platform designs, automation logic, and system behavior

Identify and flag misalignments between intended process outcomes and technical implementations early in delivery

Automation and Intelligence Readiness

Evaluate processes for automation and applied intelligence readiness, identifying candidates for decision support, workflow automation, or assistive technologies

Partner with platform, data, and AI teams to ensure process design supports responsible and scalable intelligent solutions

Design business outcome reporting requirements that define how success will be measured after implementation, including operational metrics, adoption indicators, and process performance measures

Documentation Standards and Quality

Establish and maintain standards for process maps, functional specifications, and acceptance documentation used across platform initiatives

Ensure documentation quality supports consistent execution and institutional reuse

Cross‑Functional Partnership

Work closely with platform strategy, data and engineering, operations, compliance, and advisor leadership teams

Support firm‑wide initiatives spanning process standardization, data governance, platform modernization, and applied AI

Preserve process intent from discovery through delivery and adoption

Qualifications:

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

Strong written and verbal communication skills across advisor, operations, compliance, and technology audiences

Familiarity with CRM, portfolio accounting, or financial planning platforms such as Dynamics or Sale…