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Client Witness Liaison/Specialist
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Fisher Investments

Business Process Associate

Plano, TX, United States

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Job details

Apply by: Nov 3, 2027
Experience: 1+ years of experience in a role focused on the execution of business process improvement initiatives
Posting language: English
Posted: Nov 3, 2026

Original job description

Overview

The Opportunity:

The Global Business Process Management Group is looking for a Business Process Associate to support business process improvements aligned with Global Business Private Group (PCG) goals. The Business Process Associate partners with Business Process Analyst, Program Managers, business stakeholders, and technology teams to support project execution, documentation, testing, and process improvement initiatives. This role provides an opportunity to develop foundational business analysis and project management skills whole contributing to solutions that improve operational efficiency and the experience of both internal and external clients.

The Day-to-Day:

Support Business process Analysts and Program Managers in the execution of business process improvement initiatives
Collaborate with business and technology partners to gather information, document requirements, and support project deliverables
Assist and maintain documentation processes, workflows, procedures, and project plans
Support User Acceptance Testing (UAT), test planning, test execution, defect tracking, and post-production validation
Create and maintain training materials, user guides, and process documentation to support business and technology changes
Assist in researching business problems, gathering data, and identifying opportunities for process improvements
Participate in project meetings, document action items, and follow up on assigned tasks
Support change management activities, including communication, documentation, training, rollout preparation and conduct hypercare in production
Learn Agile and Scrum methodologies while supporting user story writing, refinement, backlog activities, and project delivery
Build knowledge of Global PCG business processes, systems, and operational workflows while progressively taking on additional responsibilities

Your Qualifications:

1+ years of experience in a role focused on the execution of business process improvement initiatives
Experience with project tracking software such as Confluence or Jira
High level of attention to detail
Ability to adapt to changes in a fast paced, team environment
Excellent communication skills
Ability to prioritize workload and manage time across various tasks
Proficient in Microsoft Office software
Bachelor's degree or equivalent combination of education and experience required

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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More about this job

Skills

Business processes
Documentation
Process improvement
Business analysis
Project management
Attend design meetings
Change management
Communication skills
Atlassian Confluence
Jira
Attention to detail
Adapt to change
Manage time
Microsoft Office

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