Wealth Operations Technology Coordinator

Lead technology initiatives within wealth operations as a coordinator focused on automation and process improvement. Leverage your coding skills to enhance operational efficiency and client interactions.
This role supports the Business Innovation & Transformation team by managing automation assets and overseeing project delivery. The ideal candidate will have a strong background in Python, reporting, and analytics, ensuring that solutions align with operational standards and governance practices.
Key Responsibilities:
• Develop automation solutions using Python and Power BI
• Ensure projects are completed on time and within scope
• Document process changes and best practices
• Analyze existing workflows for efficiency improvements
• Communicate insights effectively to stakeholders
Requirements:
• Bachelor’s degree in Computer Science or related field
• Minimum 5 years in a relevant role in wealth operations
• Proficient in Python, Excel VBA, Power BI