Job Description
Automation & Data Analytics Associate – Wealth Management Operations
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Russell Tobin’s client is seeking an experienced Automation & Data Analytics Associate to support automation initiatives within its Wealth Management Operations division. This role focuses on designing, developing, and implementing automation solutions that improve operational efficiency, strengthen controls, and reduce manual processes.
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The ideal candidate has an advanced technical background in robotic process automation (RPA), scripting, and data analytics, with hands-on experience delivering scalable automation solutions. Consulting experience is a plus, but the primary focus is technical development and automation delivery.
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Location: Jersey City, NJ or New York, NY
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Pay Rate: $60–$65/hour
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Contract: 12-month temp-to-perm opportunity
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Schedule: Hybrid – 3 days onsite and 2 days remote
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Experience: 5+ years
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Education: Bachelor’s degree in Business, Computer Science, or a related field required
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Team: Wealth Management Operations – TEMCO
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What You’ll Be Doing
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- Identify Automation Opportunities: Partner with operations teams to assess workflows, identify inefficiencies, and prioritize high-impact automation initiatives.
- Design and Develop Solutions: Build, test, and deploy automation solutions using platforms such as UiPath, Microsoft Power Automate, and Alteryx, alongside Python, VBA, SQL, and other scripting technologies.
- Translate Business Needs into Technical Solutions: Gather and document business requirements, define acceptance criteria, and align solutions with operational processes and control requirements.
- Support Testing and Implementation: Coordinate user acceptance testing (UAT), deployment, and operational readiness to ensure reliable implementation.
- Provide Production Support: Monitor automated workflows, troubleshoot incidents, investigate exceptions, and perform root-cause analysis.
- Drive Continuous Improvement: Enhance existing automations, develop reusable components, and establish best practices across Wealth Management Operations.
- Collaborate with Stakeholders: Bridge technology teams and business partners, provide project updates, and support training and adoption of automated processes.
- Report on Results: Communicate project milestones, risks, and realized efficiency improvements to stakeholders and leadership.
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What You Bring
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- Bachelor’s degree in Business, Computer Science, or a related field.
- 5+ years of hands-on experience designing, developing, and delivering process automation solutions, preferably in financial services.
- Advanced technical proficiency with RPA and automation platforms such
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PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, pet insurance and employee discounts with preferred vendors.
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Equal Employment Opportunity
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PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.
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Fair Chance Employment
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PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances.
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Accommodations
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We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.
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Only applicable for San Francisco Candidates : Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation
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