Project Manager

Job Description

Job Description

Job Summary  

W e are seeking a Project Manager (Associate level) to support and drive automation initiatives within the Wealth Management Operations division. This role balances technical development skills with business analysis and stakeholder engagement. The Project Manager will work closely with operations teams to identify high-impact process automation opportunities and implement solutions using RPA platforms (UiPath, Power Automate, Alteryx) and scripting languages (Python, VBA, SQL). The ideal candidate has a strong understanding of operational processes and controls, experience delivering automation projects, and excellent communication skills to ensure successful adoption of new solutions.

Key Responsibilities

1. Process Analysis: Identify automation use cases, evaluate feasibility and value, and prioritize quick-win opportunities. Document business requirements, acceptance criteria, and expected outcomes.
2. Solution Design & Development: Translate business and control requirements into automation designs. Build, test, and deploy solutions using RPA tools and scripting technologies. Support UAT, rollout, and operational readiness.
3. Stakeholder Engagement: Act as liaison between technology teams and business stakeholders. Provide training and guidance to operations staff adopting new automated processes. Highlight improvements post-implementation to encourage adoption.
4. Production Support: Monitor and support production automations, investigate incidents, and perform root-cause analysis. Implement enhancements to prevent recurrence and drive continuous improvement.
5. Communication & Reporting: Provide transparent updates on project status, risks, and benefits. Escalate issues promptly and ensure milestones are communicated effectively.

Required Qualifications

1. Bachelor’s degree or equivalent experience
2. 5+ years of experience designing and delivering process automation solutions in financial services (preferably Wealth Management Operations)
3. Hands-on expertise with RPA/automation platforms (UiPath, Power Automate, Alteryx)
4. Strong scripting/programming skills in Python, VBA, and SQL
5. Solid understanding of Wealth Management Operations processes (trade processing, settlements, reconciliations, client reporting, reference data, exception management)
6. Demonstrated strength in business analysis, process mapping, and problem-solving
7. Critical thinking skills to validate automation outcomes and ensure robust solutions

Preferred Qualifications

1. E xperience in financial services automation projects
2. Familiarity with workflow automation and integration tools
3. Strong communication and training skills for stakehold er adoption

Certifications

1. N one required; certifications in RPA platforms or project management (PMI, Agile ) are a plus

Education: Bachelors Degree

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.

We have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.

Company Description

Compunnel Inc., established in 1994; is a leading provider of Staffing, IT/Software, e-Learning/Training, Business Intelligence, and Cloud Solutions. A leader in contingent and permanent workforce solutions, we also provide temp-to-hire staffing, project-based/SOW staffing, and payroll services to our esteemed clientele which includes Fortune 500 companies of diverse industry segments. Ranked as one of the largest staffing firms in the US which is our primary service market; we also have a significant presence in Europe and Asia. As a national service provider in the US, we are serving our customers all major states and regions; thereby generating numerous job opportunities for prospective employees in their preferred locations of choice.\r\n\r\nWe have witnessed multi-fold YOY growth, and continuously adding a large pool of talented resources to our employee base every year. Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, Healthcare, Admin-Clerical, Finance, Professional, Light Industrial, etc.) further makes Compunnel a wider and preferred platform for people to pursue their careers in the US. We welcome people from all walks of life and cultures, and we support workforce diversity by providing equal employment opportunities to people without any discrimination based on race, color, gender, religion, national/ethnic region, disability, or any other basis.