Russell Tobin ยท 14 hours ago
Operations Support
Russell Tobin is focused on enhancing efficiency through automation and analytics solutions. The Operations Support role involves designing, building, and maintaining these solutions to improve DTC and settlement-related processes.
Responsibilities
Design and develop Alteryx workflows to integrate multi-source data and support analytics; publish and schedule via Alteryx Server
Build and maintain RPA automations using UiPath (Studio/Orchestrator) or equivalent tools to extract, validate, and load data from internal systems and industry utilities (including DTC)
Develop Power BI dashboards with enterprise-grade data models, DAX measures, and visualizations for operational and management reporting
Embed auditability, logging, exception handling, and controls into automation solutions
Ensure compliance with data governance standards, including PII handling and role-based access
Partner with business teams to document SOPs, SLAs, controls, and fallback procedures
Support user training and change management
Work closely with DTC and settlements teams to identify automation opportunities and quantify benefits
Present solutions, manage enhancement requests, and maintain delivery backlog
Contribute to enterprise automation initiatives and communities of practice
Develop reusable components and best practices across automation and analytics platforms
Qualification
Required
1+ year of experience in financial services, preferably within Wealth Management, securities processing, or broker-dealer operations
Advanced experience with Alteryx Designer and Server
Strong hands-on experience with UiPath or comparable RPA platforms (Automation Anywhere, Blue Prism, Power Automate)
Advanced proficiency in Power BI, including data modeling, Power Query (M), and DAX
Working knowledge of DTC and settlement operations
Experience with requirements gathering, SDLC documentation, and stakeholder communication
Benefits
Comprehensive healthcare coverage (medical, dental, and vision plans)
Supplemental coverage (accident insurance, critical illness insurance and hospital indemnity)
401(k)-retirement savings
Life & disability insurance
Employee assistance program
Legal support
Auto, home insurance
Pet insurance
Employee discounts with preferred vendors
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
H1B Sponsorship
Russell Tobin has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
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