Business Process Architect

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🌲 North Carolina – Remote

🌲 North Carolina – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Business Operations

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Choreo

WebsiteLinkedInAll Job Openings

1 - 10 employees

🤝 B2B

🏢 Enterprise

⚡ Productivity

B2B • Enterprise • Productivity

Choreo is a division of Business Furniture + Co that revolutionizes workplaces through innovative design and change management. Led by CEO Mary Beth Oakes since 2008, Choreo partners with companies to enhance employee and workspace potential, focusing on data-driven, people-centric approaches. They manage workplace transitions, offering services from design to technology integration and cleaning. Their expertise in change and move management supports organizations through all phases of renovation or relocation, ensuring alignment with business strategies and cultural objectives. Choreo's process involves workplace research, strategic planning, and comprehensive support to foster successful change.

📋 Description

• 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 • 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 • 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 • 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 • 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 • 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 • 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 • 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.

🎯 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 a regulated 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 Salesforce, Black Diamond, or eMoney.

🏖️ 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 • Paid parental leave