Job SummaryWe are seeking a Project Manager to lead and support automation initiatives within our Wealth Management Operations division. This role balances technical development skills with business analysis and stakeholder engagement. The Project Manager will identify high-impact automation opportunities, design and deliver solutions using RPA platforms and scripting languages, and ensure successful adoption across operations teams. The ideal candidate has strong process knowledge, proven automation project experience, and excellent communication skills.
Key Responsibilities- Process Analysis & Opportunity Identification - Work with TEMCO teams to uncover automation use cases, evaluate feasibility, and prioritize opportunities. Document business requirements, acceptance criteria, and expected outcomes.
- Automation Solution Design & Development - Translate requirements into robust automation designs. Build, test, and deploy solutions using RPA tools (UiPath, Power Automate, Alteryx) and scripting languages (Python, VBA, SQL). Support UAT, rollout, and operational readiness.
- Stakeholder Engagement & Change Adoption - Act as liaison between technology and business teams. Provide training and guidance to operations staff adopting automated processes. Highlight improvements and value post-implementation.
- Production Support & Continuous Improvement - Monitor production automations, resolve incidents, perform root-cause analysis, and implement enhancements. Drive continuous improvement and reuse of components across projects.
- Communication & Reporting - Provide transparent updates on project status, risks, and realized benefits. Escalate issues promptly and ensure milestones are communicated effectively.
Required Qualifications- Bachelor's degree in Business, Computer Science, or related field
- Minimum 5+ years of experience designing and delivering process automation solutions, preferably in financial services/wealth management operations
- Hands-on expertise with RPA/automation platforms (UiPath, Power Automate, Alteryx)
- Strong scripting/programming skills in Python, VBA, or SQL
- Solid understanding of Wealth Management Operations processes (trade processing, settlements, reconciliations, client reporting, reference data, exception management)
- Strong analytical and problem-solving skills with ability to analyze workflows and define improvement solutions
- Excellent communication skills including facilitation, training, and stakeholder engagement
Preferred Qualifications- Certification in automation tools (UiPath, Power Automate, Alteryx)
- Experience supporting Project Coordinators or analysts in automation initiatives
- Familiarity with capitalization processes and compliance
Certifications- Certification in RPA/automation tools preferred (UiPath, Power Automate, Alteryx)
