Join a high-impact team modernizing how Asset and Wealth Management Operations gets work done through workflow adoption and automation. You'll deliver end-to-end solutions that integrate tools, improve transparency, and scale best practices. Bring strong analytics and product delivery skills to accelerate a data-promoten performance culture.
As an Operations Workflow Product Delivery Associate in Asset and Wealth Management Operations, you design and deliver workflow and automation solutions that promote adoption and measurable outcomes.
Job Responsibilities
- Design workflows and automation solutions using Workflow Designer, Python, Alteryx, and Tableau.
- Deliver product outcomes end-to-end, including integration across tools and teams.
- Build and maintain a stakeholder-aligned book of work and delivery roadmap.
- Review existing processes with stakeholders and propose automation and simplification opportunities.
- Communicate status, risks, gaps, dependencies, and testing outcomes throughout the project lifecycle.
- Analyze large datasets to identify automation opportunities across Manual Process Inventory, BPM/BDM data, and JIRA logs.
- Apply critical thinking to solve complex, multi-faceted operational problems through analytics and visualization.
- Coordinate testing, issue resolution, and release readiness to ensure quality delivery.
- Drive adoption of data-driven performance management and operational best practices.
- Contribute new ideas that strengthen a continuous learning and improvement mindset.
- Build reusable tool capabilities and train teammates to scale adoption and reuse.
Required qualifications, capabilities and skills
- Demonstrate 5+ years of experience in advanced data analysis, large datasets, and process automation delivery.
- Leverage Python to develop automation and analytics solutions.
- Use JavaScript and API connectivity to enable tool integration and workflow execution.
- Build strong relationships and influence decisions across Business and Technology stakeholders.
- Communicate clearly with project teams and sponsors, including risks, roadblocks, and outcomes.
- Create high-quality PowerPoint outputs and compelling data visualizations.
- Operate with a continuous learning mindset and the ability to adapt to evolving fintech/automation approaches.
Preferred qualifications, capabilities and skills
- Apply Alteryx and Tableau to scale workflow analytics and operational reporting.
- Use SQL to mine datasets and support automation opportunity discovery.
- Work with Unqork or similar workflow platforms to deliver low-code automation.
- Demonstrate familiarity with AI/ML tools and practical use cases in operations.
- Show strong understanding of programming concepts and software development fundamentals.
- Hold relevant certifications (e.g., PMP or comparable credentials).
- Contribute to capability-building through reusable components, documentation, and team enablement.
