Technical Project Manager

Responsibilities

• Process Analysis & Opportunity Identification: Work with teams to uncover automation use cases, evaluate feasibility and potential value, and prioritize quick-win opportunities. Clearly document business requirements, acceptance criteria, and expected outcomes for each initiative.
• Automation Solution Design & Development: 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.
• Stakeholder Engagement & Change Adoption: 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. After implementation, highlight achieved improvements and value to encourage organization-wide support for automation initiatives.
• Production Support & Continuous Improvement: 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.
• Communication & Reporting: 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.

Qualifications

• Minimum 5 years' experience
• Bachelor’s Required in Business or Computer Science or related field
• Data fluency
• Certification in automation tools preferred