Automation Initiatives Lead - Wealth Management IT

Northpointe Staffing Professionals; Jersey City (NJ); On-site; USD 100,000 - 150,000; Full time

Job summary

Northpointe Staffing Professionals is seeking an Automation Initiatives Specialist for Wealth Management Operations to lead automation projects and drive efficiency gains. The person will bridge technical development with business analysis, collaborating with operations teams to uncover high-impact automation opportunities and implement scalable solutions.

The role requires hands-on experience with RPA platforms (UiPath, Power Automate) and scripting (Python, VBA, SQL) and a strong understanding

Qualifications

• Advanced technical with prior experience in building automation solutions.
• Analytical mindset with strong problem-solving abilities.
• Data fluency and ability to interpret operational metrics.

Responsibilities

• Identify automation opportunities in Wealth Management Operations and document requirements.
• Design, develop, test, and deploy automation using RPA tools and scripting languages.
• Coordinate with stakeholders, provide training, and drive change adoption.
• Monitor production automations, troubleshoot incidents, and drive continuous improvement.

Job description

Northpointe Staffing Professionals is seeking an Automation Initiatives Specialist for Wealth Management Operations to lead automation projects and drive efficiency gains. The person will bridge technical development with business analysis, collaborating with operations teams to uncover high-impact automation opportunities and implement scalable solutions.

The role requires hands-on experience with RPA platforms (UiPath, Power Automate) and scripting (Python, VBA, SQL) and a strong understanding