Digital Solutions Specialist
Core
Design, build, and support practical digital solutions using technology, automation, and AI to improve efficiency and enhance client and staff experiences in a diversified financial services business.
Role type
Digital Solutions Specialist (IC)
Builds
Practical digital solutions, automations, and integrations
Domain
Financial services / Digital transformation
Required skills
API and webhook integration, basic scripting (JavaScript, Python, PowerShell), Microsoft 365 and Power Platform, iPaaS platforms (Power Automate, Zapier, Make), process and systems thinking, stakeholder engagement, regulatory compliance knowledge
Preferred skills
Financial advice/wealth management platform experience, AI tool application, Power BI reporting, Azure DevOps, data governance in financial services
Technologies
REST, JSON, JavaScript, Python, PowerShell, Microsoft 365, SharePoint, Power Platform, Power Automate, Zapier, Make, Power BI, Azure DevOps
Responsibilities
Identify and implement AI/automation solutions for productivity; translate business requirements into scalable digital solutions; design, configure, and develop automations and integrations; support deployment, testing, and controlled releases; monitor and maintain proprietary applications; develop process documentation; contribute to digital transformation strategy; collaborate with external vendors to improve solutions; ensure compliance with privacy and security standards.
Seniority
Mid-level, hands-on IC
