Aztec Group
Process Optimisation and Digitisation Manager

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Process Improvement & Digitisation Specialist – Aztec
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career.
We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle.
Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections; and embodying our values and purpose.
Join our journey and discover what makes us the bright alternative.
About The Role
This is an exciting role that will play an integral part in the Process Optimisation and Digitisation (POD) Team and will contribute to continuous improvement initiatives to drive best practice, process optimisation and digitisation across the Aztec Group.
This role will work with members within the POD and wider stakeholders to deliver excellent service to our clients and enhance our people’s experience—with a key focus on adoption and benefit realisation.
Key Responsibilities
- Lead improvement projects to optimise and automate processes
- Conduct process diagnostics via process mapping and Lean Six Sigma tools to identify pain points and opportunities for improvement
- Document business requirements to enable process automation
- Quantify realised benefits to client satisfaction, risk, efficiency, and effectiveness
- Identify operational improvements and remove waste, focusing on leveraging existing platform and capabilities and strengthening controls
- Facilitate the re-design of business processes, including:
- Clarifying challenges
- Identifying issues
- Facilitating changes to attain the highest levels of customer service, efficiency, control, and compliance
- Map customer journeys to identify enhancements to customer experience across all touchpoints
- Apply Continuous Improvement methodologies and user-centric design principles to improve capabilities, processes, and tools
- Ensure best practice adoption by identifying and scaling activities, and disseminate best practices in a structured, repeatable way
- Oversee delivery throughout the whole project lifecycle, manage, and facilitate operational improvement initiatives where required, with a key focus on people change and user journeys to ensure adoption
- Focus on continually improving the client and users’ experience through the effective deployment of all platform capabilities
- Ensure effective adoption of initiatives and that new processes and tools are understood, providing training support when necessary
- Translate and facilitate communication between technologists and non-technical stakeholders, with the ability to:
- Translate broader business initiatives into clear project objectives
- Define concrete goals
- Align appropriately with other streams/projects for efficient, coordinated action
- Perform ongoing assessments against success criteria and benefits.
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Skills, Experience & Qualifications
Minimum Requirements
- 3 years’ experience leading process improvement projects in Financial Services (mandatory)
- Experience in alternative fund services (advantageous)
- Demonstrated delivery capability in one or more of the following:
- Lean Six Sigma
- Business Analysis
- Automation projects
- Strong client relationship and engagement skills, with a consulting background
- Good business partnering and senior stakeholder engagement skills
- Bachelor’s degree
- Effective facilitation, influencing, and negotiation skills
- Comfortable operating across multiple jurisdictions with multiple stakeholders
- Analytical and demonstrates reasoned logic in decision-making, considering both external and internal factors, and can recommend solutions in complex situations
- Strategic communication skills, including producing clear, precise, and concise written and presentation materials
- Experience working in a technology engagement environment
- Proven experience leading change management initiatives
- Experience in controlling and managing risk
Aztec Support & Training
- Will provide relevant technical training (in-house) and professional qualifications to enhance your professional development
- Quick learning for new systems
- Strong interpersonal skills for fostering close working relationships with colleagues and clients—critical to our core value.
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