Operations Automation Lead Senior Associate

Partner with business stakeholders to assess needs and translate them into streamlined, scalable processes. Lead delivery of low code automation solutions end to end (requirements, build, testing, rollout, and continuous improvement) while owning administration and governance of the automation platform/tools to ensure secure, reliable operation and adoption.

As an Operations Automation Senior Associate in Custody, you will conduct independent intelligent automation and business analysis to gather requirements from the Operational Function and translate them into process improvements and solutions that deliver operational efficiencies. You will gather information, execute, and implement automation and digitization strategies to deliver outcomes that support the Operations function, balancing speed, controls, resiliency, and governance. You will act as a hands on developer and process owner, driving measurable capacity creation and risk reduction through root cause analysis, smart digitization, and scalable automation. You will coach and mentor team members, collaborate with stakeholders end to end, build and deliver training on workflow automation, and contribute to AI solutions that improve how the firm operates.

Job Responsibilities:

• Engages with stakeholders to support all aspects of process automation engagements including problem framing, requirements gathering, solution architecture, solution development, testing, deployment, and continuous improvement while adhering to the firm’s standards, controls, and intelligent automation governance
• Acts as a process owner/partner: maps current state processes, defines future state design, identifies control impacts, and drives adoption through clear documentation, change management, and stakeholder alignment
• Performs root-cause analysis on operational pain points (defects, breaks, rework drivers, delays, exceptions) and leads fix forward solutions through automation, standardization, and targeted process redesign
• Implements the operational automation strategy involving intelligent automation tools and works with technology to create the required infrastructure to support the capability of low-code automation, including environment readiness, access patterns, controls, and operational support models
• Utilizes intelligent automation solutions to automate functions and deliver benefits in capacity creation, risk reduction, improved cycle times, and streamlined operational processes; quantifies and tracks benefits through defined KPIs/OKRs
• Serves as a hands on low-code developer who can build, enhance, and maintain workflows/automations, apply secure development practices, and troubleshoot production issues to ensure stable and scalable delivery
• Partners closely with Operations, Technology, and Control functions to ensure solutions are audit ready, resilient, and appropriately monitored (e.g., controls, logging, exception handling, SLAs, runbooks)
• Coaches and mentors less experienced team members on automation tools; creates and/or delivers training curriculum and courses around workflow automation, citizen development best practices, and reusable patterns/components
• Identifies and collaborates with key stakeholders on Objectives and Key Results (OKR), Key Performance Indicators (KPIs) and/or metrics to deliver benefits from operational automation and maintain a continuous improvement pipeline
• Supports and contributes to AI-related projects, document digitization, knowledge enablement, and workflow augmentation, partnering with appropriate governance stakeholders to ensure responsible and controlled adoption

Required Qualifications, Capabilities, and Skills:

• Experience and proven ability to gather and analyze complex data, develop accurate conclusions, and demonstrate sufficient comprehension of the business to understand risk implications
• Demonstrated experience delivering process improvement and automation outcomes, including identifying inefficiencies, prioritizing opportunities, and executing solutions end to end
• Strong root cause analysis and structured problem solving skills (e.g., ability to isolate drivers, propose options, and implement fixes)
• Strong knowledge of multiple intelligent automation applications and/or programming languages such as SQL, Python, ability to translate requirements into working solutions and troubleshoot issues effectively
• Experience collaborating consistently across all levels of the business, with strong communication skills to explain technical solutions to non-technical stakeholders
• Strong experience using Microsoft Office Suite, Monday.com, Atlassian JIRA & Confluence,

Preferred Qualifications, Capabilities, and Skills:

• Advanced skills and an understanding of business analysis, design, development, testing, and deployment, including operating model considerations (support, monitoring, change control)
• Experience with workflow automation/RPA/low-code platforms and governance in a controlled enterprise environment (standards, controls, documentation)
• Exposure to AI & strong prompting  
• Use of Claude Code, Microsoft Co-Pilot & programming languages.