Senior Innovation Leader driving enterprise transformation through scalable digital platforms and intelligent automation.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Specializes in translating complex operational challenges into high-impact, production-ready solutions that accelerate delivery, reduce friction, and enable organizational agility.
Combines strategic vision with hands-on execution discipline, architecting low-code ecosystems, automating critical workflows, and establishing governance frameworks that balance innovation velocity with enterprise compliance.
Recognized for feasibility-first thinking, meticulous attention to data integrity and edge cases, and the ability to bridge technical and business stakeholders to deliver sustainable, future-ready platforms that fundamentally reshape how teams operate.
What do I need to get started? A blank canvas and a vision.
Process Re-Engineering Specialist
Richardson Wealth
Since October 2024
Full-time
- Architect and implement enterprise-grade automation solutions that eliminate operational bottlenecks and accelerate business delivery
- Lead cross-functional initiatives to digitize manual workflows, establish scalable governance frameworks, and deploy low-code platforms that drive measurable efficiency gains
- Conduct feasibility assessments of emerging technologies and optimize business processes using Lean and Agile methodologies
- Enable stakeholders to adopt innovation through structured change management and continuous improvement practices.
Detailed Description
- Designed and deployed a zero-cost digital advisor onboarding platform with e-signature integration and audit controls, delivering 40% time savings (150-200 hours annually) and reducing internal turnaround by 1+ week
- Launched 10 zero-cost automation solutions across advisory operations, achieving 80-100% effort reduction on targeted workflows, supporting 2,000+ hours/year in efficiency gains
- Digitized complex account workflows with real-time validation and automated document generation, reducing error rates from 60-80% to 0-20% and cutting turnaround from 3-4 weeks to under 1 week
- Led enterprise process stabilization initiatives generating $35K+ in hard cost savings and 300-400 hours in annual time savings for senior leadership and corporate teams
- Evaluated and piloted emerging technologies (AI-powered tools, workflow automation platforms, document processing solutions) to inform strategic roadmap decisions and demonstrate ROI potential
- Mentored team members on solution architecture and facilitated cross-functional collaboration across Legal, HR, Compliance, and Operations to ensure sustainable adoption.