Help modernize Asset & Wealth Management Operations by building data-driven workflows that improve efficiency and controls. You'll partner with stakeholders across business and technology to identify automation opportunities and deliver measurable outcomes. This is a hands-on role for someone who enjoys product delivery, analytics, and scalable solutions.
As a Workflow Product Delivery Lead within the Operations Workflow Adoption team, you drive end-to-end delivery of workflow and automation solutions and enable integration across tools. You build a sustainable book of work, prioritize opportunities, and apply advanced analytics to uncover high-value automation use cases. You strengthen a performance-management culture through reusable capabilities, training, and continuous improvement.
Job responsibilities
- Design and deliver workflows and automation solutions using Workflow Designer, Python, Alteryx, and Tableau.
- Drive workflow adoption by partnering with stakeholders to embed best practices in Operations.
- Build and maintain a stakeholder-aligned book of work, including intake, prioritization, and delivery plans.
- Review existing processes and propose automation and simplification opportunities.
- Integrate workflows across tools using APIs and connectivity patterns where applicable.
- Communicate project status, risks, gaps, roadblocks, and testing outcomes throughout the lifecycle.
- Apply critical thinking and advanced analytics to solve complex, multi-faceted business problems.
- Mine automation opportunities from datasets and sources (e.g., manual process inventories, BPM/BDM data, JIRA logs, manager inputs).
- Develop dashboards and visualizations that support performance management and operational insights.
- Contribute new ideas and perspectives that promote continuous learning and innovation.
- Create reusable capabilities and train team members to scale adoption and standards.
Required qualifications, capabilities and skills
- Bring at least 2 years of experience in advanced analytics, large dataset analysis, and process automation delivery.
- Demonstrate hands-on proficiency with Python for automation and data analysis.
- Develop solutions using JavaScript and workflow/platform tooling as needed.
- Implement API connectivity patterns to enable tool and workflow integration.
- Influence decisions by building relationships and leveraging subject matter expertise across Business and Technology.
- Produce executive-ready PowerPoint materials and strong data visualizations with proven delivery examples.
- Adapt quickly by staying current on financial technologies and continuously upgrading skills.
Preferred qualifications, capabilities and skills
- Hold a graduate or postgraduate degree in any discipline.
- Earn relevant certifications aligned to delivery and product execution (e.g., PMP).
- Use Unqork or similar workflow platforms to build and orchestrate workflows.
- Leverage Alteryx for data preparation, automation, and repeatable analytics pipelines.
- Apply SQL to query, validate, and reconcile large datasets.
- Demonstrate broader programming language understanding to support extensible solutions.
- Explore AI/ML tools to accelerate automation discovery and enhance decisioning.
