Business Process Architect

Operating as a senior individual contributor, the full-time Business Process Architect will map workflows, design future state processes, and produce decision-ready documentation while collaborating with internal teams and external partners, either remotely or in Charlotte, North Carolina. Key responsibilities: Map current state workflows and identify automation opportunities across advisory, operations, and compliance functions Translate business needs into executable functional specifications and manage the requirements backlog Design and execute user acceptance testing, documenting defects and managing resolution cycles with build partners Required 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, preferably in financial services Demonstrated ability to produce actionable documentation for technical and non-technical teams Experience managing requirements and user acceptance testing for vendor-delivered solutions Familiarity with CRM or financial planning platforms such as Dynamics or Salesforce

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