Technical Project Manager

At-a-Glance:

• Contract
• Hybrid:
  Hybrid: 3 days in office, 2 days remote

• Education & Experience:
  • Bachelor’s degree or equivalent experience.
  • Approximately 5+ years of experience designing and delivering process automation solutions in the financial services industry (preferably within Wealth Management Operations).
• Automation Tools Expertise:
  • Hands-on experience with leading RPA/automation platforms such as Alteryx, UiPath & Microsoft Power Automate for developing automated workflows.
  • Strong scripting/programming skills in languages like Python, VBA, or SQL for building custom automation scripts and integrations.
• Domain Knowledge:
  • Solid understanding of Wealth Management Operations processes, including areas like trade processing, settlements, reconciliations, client reporting, reference data, and exception management.
• Analytical & Problem-Solving
  
  Skills:
  • Demonstrated strength in business analysis, process mapping, and problem-solving.
  • Ability to analyze complex operational workflows, identify inefficiencies, and define improvement solutions.
  • Critical thinking skills to challenge assumptions, validate automation outcomes, and ensure solutions are robust and error proofed by design.
• Skills:
  • Minimum 5 years' experience
  • Bachelor’s Required in Business or Computer Science or related field
  • Data fluency
  • Certification in automation tools preferred

• Process Analysis & Opportunity Identification:
  • Work with teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities.
  • Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative.
• Automation Solution Design & Development:
  • 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.
• Stakeholder Engagement & Change Adoption:
  • 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.
  • After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives.
• Production Support & Continuous Improvement:
  • 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.
• Communication & Reporting:
  • 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.