Job Description

Job Title: Automation Initiatives Associate – Wealth Management Operations

Client: Banking

Location: Jersey City, NJ

Work Arrangement: Hybrid – 3 days onsite and 2 days remote

Number of Positions: 1

Job Summary:

We are seeking an experienced Automation Initiatives Associate to support automation and data analytics initiatives within Wealth Management Operations. The ideal candidate will have a strong technical background in robotic process automation (RPA), workflow automation, scripting, and process improvement.

This role involves partnering with operations teams to identify automation opportunities, develop scalable solutions, improve operational efficiency, and ensure effective implementation and ongoing support. Candidates with hands-on experience using UiPath, Microsoft Power Automate, Alteryx, Python, VBA, and SQL are preferred.

Key Responsibilities:

• Analyze business processes and identify opportunities for automation and operational improvement.
• Gather business requirements, document process flows, define acceptance criteria, and assess automation feasibility.
• Design, develop, test, and deploy automation solutions using RPA platforms and scripting technologies.
• Build automated workflows using UiPath, Microsoft Power Automate, Alteryx, and related tools.
• Use Python, VBA, and SQL to support data processing, integrations, reporting, and automation.
• Collaborate with operations teams, technology partners, and business stakeholders to deliver automation initiatives.
• Support user acceptance testing (UAT), deployment, rollout, and operational readiness.
• Monitor production automations, troubleshoot incidents, perform root-cause analysis, and implement corrective actions.
• Maintain documentation, operational procedures, and automation controls.
• Provide training and guidance to business users adopting automated processes.
• Report project progress, risks, improvements, and realized business benefits to stakeholders.
• Identify opportunities to reuse automation components and establish consistent development practices.

Required Qualifications:

• Minimum of 5 years of relevant experience in automation development, RPA, or process automation.
• Bachelor's degree in business, Computer Science, or a related field.
• Strong hands-on experience developing and implementing automation solutions.
• Experience with one or more automation platforms, such as UiPath, Microsoft Power Automate, or Alteryx.
• Strong scripting and programming skills in Python, VBA, or SQL.
• Data analytics, business process analysis, and problem-solving capabilities.
• Experience with solution design, testing, deployment, production support, and continuous improvement.
• Strong communication skills and the ability to work effectively with business and technical stakeholders.

Preferred Qualifications:

• Experience in financial services, wealth management operations, banking, brokerage, or capital markets. is must.
• Knowledge of trade processing, settlements, reconciliations, client reporting, reference data, and exception management.
• Automation tool certifications.
• Consulting experience and experience delivering enterprise automation initiatives.

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