Identify manual, repetitive, or error-prone operational processes and design automated solutions that reduce risk and free up team capacity.
Build and maintain integrations between internal systems, vendor platforms, and proprietary APIs.
Write Python scripts to extract, transform, and load data between systems and call REST APIs that low-code tools cannot reach natively.
Develop and maintain data pipelines that move and reconcile data across multiple systems of record.
Write SQL against MySQL, SQL Server, and Redshift to investigate issues, build operational reports, and validate automated outputs.
Document workflows, integrations, and runbooks so that automations are supportable by the broader team.
Partner with Operations, Engineering, and Data teams to gather requirements, prioritize work, and roll out improvements safely.
Monitor automations in production, triage failures, and continuously improve reliability and observability.

Has a minimum of a GED or high school diploma as required
Has a minimum of three (3) years of experience as required
Has a solid working understanding of REST APIs — including HTTP verbs, JSON payloads, and authentication patterns such as JWT bearer tokens
Is proficient in Python (strongly preferred) or another general-purpose scripting language for automation, data work, and API integration
Possesses working SQL / T-SQL skills with hands-on experience writing queries, joins, and aggregations against relational systems
Has experience designing and operating data flows or pipelines that move data between systems on a scheduled or event-driven basis
Is comfortable with version control (Git), basic code review etiquette, and writing readable, maintainable scripts
Has experience with Salesforce as an end user, administrator, or — ideally — as a consumer of the Salesforce REST API as preferred
Has familiarity with workflow orchestration tools, scheduling frameworks, or ETL platforms such as Alteryx as preferred
Is willing to travel up to 5% annually as required
Owns requirements-gathering and communicates effectively with Operations stakeholders at all levels
Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
Has a comfortable understanding of the fintech and institutional wealth management industries

Business Process Automation Lead

Key skills