Senior Operations Consultant/ Wealth Management Operations.

Canon Recruiting Group • Jacksonville, FL

3d • Hybrid

About The Position

Wealth Management Operations (WMO) provides end-to end operational support of Private Bank and Workplace Benefits. The Business Strategy and Transformation team within WMO includes the reporting and analytics function which is responsible for overseeing the development and maintenance of scalable data solutions, insightful dashboards, and operational reporting that drive business decisions across multiple functions. The ideal candidate will bring expertise in data engineering, business intelligence, and stakeholder engagement, with a passion for innovation and continuous improvement. Key responsibilities include: - Partner with cross-functional teams to understand business needs and translate them into scalable data models and actionable insights. - Development of automated reports, dashboards, and scorecards using various business intelligence tools. - Ensure data accuracy and integrity across all reporting outputs, supporting operational and executive decision-making. - Perform root cause analysis and performance troubleshooting for reporting systems. - Collaborate with business stakeholders to gather requirements and deliver insights through compelling visualizations and presentations. - Document workflows, metadata, and procedures to support transparency and scalability. - More technical in nature

Requirements

• Experience in data engineering, business intelligence, or analytics roles
• Advanced proficiency in MS SQL, Python, Alteryx, Tableau, and/or other data visualization tools and data technology tools
• Ability to translate data into actionable insights for business decisions
• Familiarity with machine learning algorithms
• High attention to detail and commitment to data accuracy
• Ability to manage multiple priorities and drive projects to completion
• Problem-solving, critical thinking and analytical mindset with the ability to investigate anomalies and propose solutions
• Creative thinker with strong process and technology aptitude
• Strong facilitation and communication skills, able to lead and influence cross functional teams and engage stakeholders

Nice To Haves

• Experience with Report Hub
• Experience supporting operations functions

Responsibilities

• Partner with cross-functional teams to understand business needs and translate them into scalable data models and actionable insights.
• Development of automated reports, dashboards, and scorecards using various business intelligence tools.
• Ensure data accuracy and integrity across all reporting outputs, supporting operational and executive decision-making.
• Perform root cause analysis and performance troubleshooting for reporting systems.
• Collaborate with business stakeholders to gather requirements and deliver insights through compelling visualizations and presentations.
• Document workflows, metadata, and procedures to support transparency and scalability.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed