RPA Developer

Job Description

Job Title: Automation Initiatives Associate – Wealth Management Operations

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Client: Banking

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Location: Jersey City, NJ

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Work Arrangement: Hybrid – 3 days onsite and 2 days remote

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Number of Positions: 1

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Job Summary:

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We are seeking an experienced Automation Initiatives Associate to support automation and data analytics initiatives within Wealth Management Operations. The ideal candidate will have a strong technical background in robotic process automation (RPA), workflow automation, scripting, and process improvement.

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This role involves partnering with operations teams to identify automation opportunities, develop scalable solutions, improve operational efficiency, and ensure effective implementation and ongoing support. Candidates with hands-on experience using UiPath, Microsoft Power Automate, Alteryx, Python, VBA, and SQL are preferred.

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Key Responsibilities:

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• Analyze business processes and identify opportunities for automation and operational improvement.



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• Gather business requirements, document process flows, define acceptance criteria, and assess automation feasibility.



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• Design, develop, test, and deploy automation solutions using RPA platforms and scripting technologies.



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• Build automated workflows using UiPath, Microsoft Power Automate, Alteryx, and related tools.



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• Use Python, VBA, and SQL to support data processing, integrations, reporting, and automation.



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• Collaborate with operations teams, technology partners, and business stakeholders to deliver automation initiatives.



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• Support user acceptance testing (UAT), deployment, rollout, and operational readiness.



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• Monitor production automations, troubleshoot incidents, perform root-cause analysis, and implement corrective actions.



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• Maintain documentation, operational procedures, and automation controls.



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• Provide training and guidance to business users adopting automated processes.



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• Report project progress, risks, improvements, and realized business benefits to stakeholders.



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• Identify opportunities to reuse automation components and establish consistent development practices.



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Required Qualifications:

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• Minimum of 5 years of relevant experience in automation development, RPA, or process automation.



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• Bachelor’s degree in business, Computer Science, or a related field.



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• Strong hands-on experience developing and implementing automation solutions.



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• Experience with one or more automation platforms, such as UiPath, Microsoft Power Automate, or Alteryx.



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• Strong scripting and programming skills in Python, VBA, or SQL.



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• Data analytics, business process analysis, and problem-solving capabilities.



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• Experience with solution design, testing, deployment, production support, and continuous improvement.



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• Strong communication skills and the ability to work effectively with business and technical stakeholders.



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Preferred Qualifications:

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• Experience in financial services, wealth management operations, banking, brokerage, or capital markets. is must.



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• Knowledge of trade processing, settlements, reconciliations, client reporting, reference data, and exception management.



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• Automation tool certifications.



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• Consulting experience and experience delivering enterprise automation initiatives.



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