Team Lead, Process Innovation & Automation

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Team Lead of Automation Opportunity in Financial Services

Team Lead, Process Innovation & Automation

Location(s): 20 E Thomas Road, Phoenix, AZ 85012

2300 Windy Ridge Parkway, Atlanta, GA 30339

7755 Third Street North, Oakdale, MN 55128

10 Exchange Place, Jersey City, NJ 07302

877 Executive Center Drive West, St. Petersburg, FL 33702

12325 Port Grace Boulevard, La Vista, NE 68128

Accepting applicants in all locations and remote.

Role Type: Full time

Summary:

Be part of the exciting digital automation transformation taking place at Advisor Group! One will have the opportunity to be part of the initial team to rollout Robotic Processing Automation (RPA) and make significant contributions to the experiences of our Financial Professionals and Home Office staff through designing strategic roadmaps that set the future course for digital automation in the coming years.

The primary responsibility of this role is to support the program area and governance of the RPA Center of Excellence (CoE). We are looking for someone who is passionate, self-motivated, driven and has experience in RPA governance, architecture, design, and implementation that seeks to make an impactful difference in the way we do business.

Why Advisor Group?

• Competitive salary and annual bonus paid based on performance
• Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
• 401(k) match from day one of employment
• Referral bonuses if we hire your referred applicants to our open positions
• An enriching and engaging career in financial services - our employees overwhelmingly report that they find meaning and purpose in their day to day work
• Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events

Responsibilities:

• Lead/participate in the feasibility analysis of business processes and recommend automation options
• Coordinate with multiple internal teams/customers at all levels on projects, priorities, and activities where RPA is leveraged and/or considered
• Provide continued support of established Automation and their maintenance, including business support and co-ordination with stakeholders to resolve support issues.
• Ensures RPA processes are running to their full effectiveness, able to analyze & optimize processes (Bot Insights)
• Develop & Maintain BOT Agents, infrastructure (control room servers, Database) and ensure efficiency in BOTs utilization providing cost benefits & savings.
• Facilitate and lead the RPA governance process and executing governance requirements at AG
• Provide UAT testing support
• Articulate the implications of design/architectural decisions.
• Develop dashboards, reporting and metrics to drive process improvement and improve service
• Create weekly status reports or conduct sprint demos and retrospectives as required
• Escalate issues and impediments daily that impact benefit, time, cost or quality to management
• Develop, document and implement timely countermeasures to problems/risks

Education Requirements:

• Bachelor's degree required. Business of Information Management Bachelor's preferred.
• Relevant RPA certifications (Automation Anywhere or UIPath or Blue Prism).

Basic Requirements:

• Experience in programming and scripting (including API development) (Java/.Net/JS/VBS/JavaScript/Python/Powershell) is desired.
• Solid understanding of BOT infrastructure and Robotic Operating Model.
• Experience in robust automation design best practices and building solution design documents
• Ability to interpret complex technical publications, diagrams, and project specifications
• Job requires Expert attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Advanced logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Expert communication to others to convey information effectively as well as communicating effectively in writing as appropriate for the needs of the audience.
• Expert knowledge of and ability to utilize processes, tools, and techniques for detecting, addressing, and preventing fraudulent situations.
• Intermediate knowledge of functions features and applications of Microsoft Office; ability to use the cross-functional features of its applications to enhance overall organizational efficiency.

Preferred Requirements:

• Experience in the RPA platform functionalities with strong coding/development in any of the RPA tools like Automation Anywhere (highly preferred) or UiPath or Blue Prism.
• Experience with agile methodologies and DevOps is desired.
• Basic knowledge of financial services industry trends, directions, major issues, regulatory considerations, and trendsetters; ability to provide specific financial knowledge and experience to help organizational development.
• PowerBI, Google Looker or other data visualization experience
• Understanding of ITIL & CMDB tools and processes
• Knowledge of Agile development methodologies/tools

To Apply:

Apply through the link in the job posting or visit

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or gender status, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Job Posting Disclaimer

The above statements are not intended to be a complete statement of job requirements, but rather a guide to some of the essential functions of the position. Management retains the discretion to add or change the duties of the position at any time.

Statement to All Third-Party Agencies & Similar Organizations:

We accept applications from recruiting agencies only when we have a written contract with the agency. Advisor Group will not pay recruiting fees associated with applications or candidates unless 1) it has a written contract with the agency, 2) the specific search has been approved in advance by Advisor group, and 3) there is an email or other document demonstrating Advisor Group's approval of the search.

Unqualified Applications

Advisor Group does not consider applications fromcandidateswho do not meet the minimum qualifications stated inthejob posting.

Advisor Group, Inc. is the nation's largest network of independent wealth management firms, serving approximately 11,000 financial professionals and overseeing over $400 billion in client assets. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.