Project Manager
3B Staffing LLC
Required
- 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.
- 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.
Vacancy posted 3 days ago
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