Wealth Management Operations Project Manager
Hired by Matrix, Inc.
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Job Details
Skills
- WEALTH MANAGEMENT OPERATIONS.
Summary
At-a-Glance:
Join a global financial institution as a Wealth Management Operations Project Manager.
Position Type:
- Contract
- Hybrid - 3 days in office, 2 days remote
Required:
- Experience in financial services.
- 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.
- Hands-on experience with leading RPA/automation platforms such as Alteryx, UiPath, and 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.
- Solid understanding of Wealth Management Operations processes, including trade processing, settlements, reconciliations, client reporting, reference data, and exception management.
- Demonstrated strength in business analysis, process mapping, and problem-solving.
- Critical thinking skills to challenge assumptions, validate automation outcomes, and ensure solutions are robust and error-proofed by design.
- Data fluency.
- Certification in automation tools preferred.
Responsibilities:
- Work with teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities.
- Document business requirements, acceptance criteria, and expected outcomes for each initiative.
- 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.
- 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.
- 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.
- 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.
If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.
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- Dice Id: mic
- Position Id: 26-12345
- Posted 9 hours ago
Company Info
About Hired by Matrix, Inc.
Hired by Matrix is a leading staffing organization providing exceptional contingent and permanent staffing solutions to clients across the United States. At Hired by Matrix, we believe in the human touch and start every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen. Further, as a proud member of the Women’s Business Enterprise National Council (WBENC), we strive for excellence in diversity and inclusion.
Our staffing services encompass a wide range of industries and professions:
· Travel Nursing: We excel in connecting healthcare facilities with highly skills Travel Registered Nurses for bedside care on short-term engagements as well placing professional allied health staff.
· Information Technologies: We provide businesses with proficient IT Professionals who possess expertise in various technologies and programming languages.
· Engineering: We have a team specialized in recruiting talented engineers for diverse industries such as civil, mechanical, electrical, manufacturing and more.
· Human Resources: Our comprehensive HR staffing solutions help companies find to HR professional with extensive knowledge in recruitment, employee relations and HR Management.
· Life Science: We assist companies in the pharmaceutical, biotechnology, and medical device sectors by sourcing scientific and research professionals with specialized expertise
· Finance & Accounting: We provide finance and accounting professionals to organizations, including CFO’s, Accountants, financial analysts, and more.
· Administrative & Clerical: We supply administrative support staff, including receptionists, office managers, administrative assistants, and clerical personnel.
We are proud of the company we keep and are honored to have a strong array of clients who put their faith in us to help their business flourish. Our wide range of clients includes several of the top fortune 100 companies. Further, to support a balance between work and home life, Hired by Matrix has elected to be a 100% distributed work environment. This approach allows us to support our clients in the way they work, when they work.
Why Hired by Matrix?
Extensive Industry experience: With years of experience, we possess in-depth knowledge and understanding of our specific staffing requirements and challenges across different industries.
Long Term Relationships: Exceptional relationships with multiple clients that expand over 2 decades.
Exceptional Talent Pool: Our vast network and comprehensive candidate database allows us to connect business with highly skilled professionals who meet their specific criteria and culture fit.
Quality screening: We conduct rigorous screening and assessment processes to ensure our candidates possess the necessary qualifications, skills, and experience required by our clients.
Customized Solutions: We tailor our staffing solutions to meet the unique needs and preferences of each client, providing flexible and scalable options that align with their organizational goals.
Dedicated Customer Support: Our Dedicated team is committed to delivering excellent customer service, providing ongoing support through our Consultant Appreciation Program which provides guidance throughout the onboarding process and beyond.
