Analyst, Operations II
About The Position
What is the opportunity? You will work within a team of transformational resources, dedicated to modernizing and digitizing operational processes to deliver positive bottom-line results for Wealth Management Operations and the various businesses the group supports. As a member of this team you will be responsible for providing production support for automated processing running in a quality assurance or production environment while meeting Enterprise Next Generation Optimization Center of Excellence (CoE) requirements. What will you do? Provide support to the collective RPA team, troubleshoot, root cause, and resolve complex technical issues; as appropriate, work directly with Transformation Analyst or Business partners in a prompt, friendly and thorough manner. Perform initial analysis and troubleshooting to identify RPA processing issues with applications and/or preferred vendor solutions. Apply process changes as appropriate; further escalate complex changes/issues to Transformation Analysts where appropriate. Be a subject matter expert for questions regarding the preferred vendor application and key internal applications. Assist with the implementation of new technologies and provide resources to complete projects as needed; such as virtual desktops set-up, Blue Prism application requirements and any remote desktop applications. Working on challenging problems at the junction of machine learning, robotics process automation and financial services operations Build data products using structured and unstructured data to deliver AI solutions that work with RPA, ensuring data quality, performance, scalability. Lead the requirements discovery, research, and development for a series of new Data and AI digital capabilities as well as RPA solutions for Wealth Management Operations Interpreting larger organizational needs and designing algorithmic solutions that can drive the next generation of wealth management operational solution.
Requirements
- 4-year degree from an accredited university or equivalent or High school diploma or equivalent AND 5+ years of securities, banking, technology and/or job specific industry experience
- 3+ years prior securities, banking, technology and/or job specific related industry experience
- 2+ years demonstrated project team coordination and/or coaching/mentoring leadership experience
- Series 7 or 99 or ability to obtain in 120 days
Nice To Haves
- 3+ years business process redesign, robotics & AI, VBA development, MS Access development, SQL and VBA analysis and/or risk control experience
- 4-year degree from an accredited university in business, finance or related field
Responsibilities
- Provide support to the collective RPA team, troubleshoot, root cause, and resolve complex technical issues; as appropriate, work directly with Transformation Analyst or Business partners in a prompt, friendly and thorough manner.
- Perform initial analysis and troubleshooting to identify RPA processing issues with applications and/or preferred vendor solutions.
- Apply process changes as appropriate; further escalate complex changes/issues to Transformation Analysts where appropriate.
- Be a subject matter expert for questions regarding the preferred vendor application and key internal applications.
- Assist with the implementation of new technologies and provide resources to complete projects as needed; such as virtual desktops set-up, Blue Prism application requirements and any remote desktop applications.
- Working on challenging problems at the junction of machine learning, robotics process automation and financial services operations
- Build data products using structured and unstructured data to deliver AI solutions that work with RPA, ensuring data quality, performance, scalability.
- Lead the requirements discovery, research, and development for a series of new Data and AI digital capabilities as well as RPA solutions for Wealth Management Operations
- Interpreting larger organizational needs and designing algorithmic solutions that can drive the next generation of wealth management operational solution.
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
