Consultant, Business Process Management - Wealth Management Automation Strategy & Execution
Core
Strategic partner driving automation development, process improvement, and digital transformation within Wealth Management using data, AI, and the Microsoft Power Platform.
Role type
Senior IC Business Process Consultant (Automation & Strategy)
Builds
Technology-enabled solutions, automated workflows, executive dashboards, and scalable reporting frameworks for Wealth Management clients.
Domain
Financial Services / Wealth Management / Business Process Automation
Required skills
Process mapping and gap analysis, Microsoft Power Platform (Power Apps, Power Automate, Dataverse), RPA (Kofax), Power BI, project management, stakeholder engagement, change management, AI solution evaluation (Copilot Studio), advanced Excel.
Preferred skills
Familiarity with Microsoft Copilot, Copilot Studio, intelligent agents, and generative AI solutions.
Technologies
Microsoft Power Platform, Power BI, Excel, RPA, Kofax, Microsoft Copilot Studio
Responsibilities
Conduct current-state assessments and feasibility studies to develop sustainable automation solutions; design, develop, and test workflow applications using Power Platform and RPA; create executive dashboards and KPI frameworks using Power BI; manage project timelines, risks, and cross-functional coordination; facilitate stakeholder engagement and change management for digital initiatives.
Seniority
Mid-Senior, hands-on IC