AI Process Analyst​/Business Transformation Analyst

Position: AI Process Analyst / Business Transformation Analyst

JOB DESCRIPTION


JOB TITLE: AI Process Analyst / Business Transformation Analyst
Locations: Jacksonville, FL / Addison, TX
Pay Rate: Up to $37.23/hr W2
Duration: 12 Months (Potential Contract-to-Hire)
Schedule: 100% Onsite – 5 Days per Week
Start Date: Approximately 3 Weeks After Offer Acceptance

IMPORTANT NOTES

• Candidate location MUST be listed at the top of the resume.
• No sponsorship available now or in the future.
• Strong preference for candidates with AI and process analysis experience.
• Contract-to-hire opportunity.
• Financial services experience is NOT required.
• Candidates must demonstrate practical AI tool usage and problem-solving capabilities.

POSITION OVERVIEW
Wealth Management Operations (WMO) provides end-to-end operational support across Brokerage, Private Bank, and Workplace Benefits. Within WMO, the Business Strategy & Transformation organization includes an Artificial Intelligence (AI) Strategy team focused on enabling the responsible and effective use of AI across operations.
This role is focused on process discovery, workflow analysis, AI opportunity identification, and operational transformation. The ideal candidate will be intellectually curious, innovative, and capable of evaluating business processes to identify opportunities for AI, automation, and workflow improvements.
This is not a traditional Business Analyst position focused primarily on requirements gathering. Instead, the role emphasizes process design, workflow visualization, AI enablement, innovation, and influencing operational change.

KEY RESPONSIBILITIES

• Process Discovery & Analysis
  • Evaluate end-to-end operational processes, workflows, roles, and technologies.
  • Analyze how work is currently performed versus documented procedures.
  • Break down complex workflows, decision points, and operational dependencies.
  • Identify inefficiencies, bottlenecks, inconsistencies, and improvement opportunities.
  • Create visual process maps and workflow documentation.
• AI & Transformation Initiatives
  • Identify opportunities to leverage AI tools, automation, and process enhancements.
  • Partner with stakeholders to explore AI-enabled operational improvements.
  • Support tactical AI solutions while helping drive broader transformation initiatives.
  • Demonstrate practical application of AI tools, prompting techniques, workflows, and AI agents.
  • Help business teams understand and adopt AI capabilities.
• Stakeholder Engagement
  • Facilitate workshops and working sessions with business, operations, technology, and risk teams.
  • Gather operational insights through process walkthroughs and collaborative discussions.
  • Challenge assumptions and uncover hidden dependencies within workflows.
  • Influence stakeholders to embrace innovative approaches and process improvements.
• Governance & Documentation
  • Ensure opportunities align with AI governance, risk, and compliance requirements.
  • Support business case development and opportunity assessments.
  • Document findings, recommendations, and transformation initiatives.
  • Assist with prioritization and implementation planning.

REQUIRED QUALIFICATIONS

• Hands-on experience using AI tools and understanding how they can improve business processes.
• Strong process analysis and workflow evaluation experience.
• Ability to identify patterns, inconsistencies, inefficiencies, and improvement opportunities.
• Exceptional critical thinking and problem-solving skills.
• Creative, innovative mindset with a passion for process improvement.
• Strong facilitation and stakeholder management skills.
• Ability to work independently with minimal supervision.
• Experience documenting workflows, process maps, and operational procedures.
• Strong written and verbal communication skills.

PREFERRED QUALIFICATIONS

• Operations support experience.
• Process management or continuous improvement background.
• Experience with workflow optimization and transformation initiatives.
• Exposure to automation tools and AI-enabled business solutions.
• Experience creating AI prompts, workflows, or agents.
• Innovation-focused mindset with experience driving organizational change.

IDEAL CANDIDATE PROFILE

• Hands-on user of AI tools such as ChatGPT, Copilot, Gemini, Claude, or similar technologies.
• Able to demonstrate practical AI usage in business or personal projects.
• Strong process thinker who enjoys improving how work gets done.
• Comfortable challenging existing processes and proposing innovative alternatives.
• Skilled at creating process visuals and workflow documentation.
• Naturally curious, creative, and solution-oriented.
• Able to influence stakeholders and drive adoption of new technologies.

INTERVIEW FOCUS

• Candidates should be prepared to discuss:
  
  • Practical experience using AI tools.
  
  • Examples of workflow or process improvement initiatives.
  
  • Prompt engineering, AI agents, and workflow creation.
  
  • Situations where they identified inefficiencies and implemented solutions.
  
  • Facilitation and stakeholder engagement experience.
  
  • Independent problem-solving and innovation examples.