Wealth Management Operations Project Manager

At-a-Glance:

Join a global financial institution as a Wealth Management Operations Project Manager.

Position Type:

• Contract
• Hybrid - 3 days in office, 2 days remote
• Location: NYC or Jersey City

Required:

• Experience in financial services.
• Bachelor’s degree in Business, Computer Science, Information Systems, or related field, or equivalent experience.
• Approximately 5 years of experience designing and delivering process automation solutions in the financial services industry, preferably within Wealth Management Operations.
• Hands-on experience with leading RPA/automation platforms such as Alteryx, UiPath, and Microsoft Power Automate.
• Strong scripting/programming skills in languages like Python, VBA, or SQL.
• Solid understanding of Wealth Management Operations processes, including trade processing, settlements, reconciliations, client reporting, reference data, and exception management.
• Demonstrated strength in business analysis, process mapping, and problem-solving.
• Critical thinking skills to challenge assumptions and validate automation outcomes.
• Data fluency.
• Strong stakeholder management skills with the ability to gather requirements, conduct UAT, drive adoption, and communicate project status to leadership.
• Experience supporting automation production environments, performing root cause analysis, and implementing continuous improvement initiatives.

Preferred:

• Certification in automation tools such as UiPath, Power Automate, or Alteryx.

Responsibilities:

• Work with teams to uncover automation use cases, evaluate feasibility, and prioritize quick-win opportunities.
• Document business requirements, acceptance criteria, and expected outcomes for each initiative.
• Translate business and control requirements into robust automation solution designs.
• Design, build, test, and deploy automation solutions using RPA tools, workflow automation software, and scripting technologies.
• Ensure solutions are scalable, resilient, and meet performance expectations.
• Support user acceptance testing (UAT), rollout, and operational readiness for all automation deployments.
• Serve as a liaison between technology teams and business stakeholders in operations.
• Provide training and guidance to operations staff adopting new automated processes to ensure smooth transitions.
• Monitor and support production automations, promptly investigating and resolving any incidents or exceptions to minimize business disruption.
• Perform root-cause analysis on automation failures and implement enhancements to prevent recurrence.
• Gather feedback post-implementation and drive continuous improvement of automation solutions and processes.
• Identify opportunities to reuse components and implement best practices to increase efficiency and consistency across Wealth Management Operations automation projects.
• Provide transparent updates on project status, risks, and realized benefits to stakeholders and leadership.
• Ensure any risks or issues are escalated in a timely manner and that project milestones are well-communicated.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.


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