Robotic Process Automation and Process Lead (VP or Director level)

Location: New York City
Posted: almost 2 years ago
Contract Type: Permanent
Industry: Disciplines, Sectors, Operations and Technology Management, People, Process and Technology Change Management, Strategic Management, Leadership and Growth , Financial Services
Contact Name: Siobhan Gibbons
Contact Email:

Job Description

Pacific’s Financial services division have been retained with a long standing investment management firm ($35+ billion in assets as of 2018) who specialize in providing a full spectrum of bespoke investment options for high net-worth clients.

In a commitment to deliver and exceed on their client service delivery standards set by the CEO, our clients are continuing to embark on an end-to-end transformation centered around robotic process automation, bringing a traditional organization and industry into the digital world.

As such, Pacific are seeking a Senior Process & Automation Lead to work directly with the Director of Process Excellence and Automation (who reports directly to the CEO) to roll out and execute this transformation across all areas of firm including  Operations, Sales, and Portfolio Management.

The right person for this role will have proven experience and knowledge in the application and implementation of automation technologies (RPA, AI and Machine Learning), managing small to medium cross functional project management teams while driving continuous process (Lean / OPEX projects)

With that, strong stakeholder management skills from both an internal and external perspective will be a critical part of this role as our clients pride themselves on a white glove centric approach to their client delivery, ultimately giving the firm their boutique feel.

The successful candidate in this role will have 5+ years of advanced knowledge and experience with Robotic Process Automation, and Operating Model Design, familiarity with UI Path, Automation Anywhere, Blue Prism platforms is a plus for this role but not essential.

This is the ideal role for a candidate out of a consulting firm or banking / insurance firm looking for a faster paced entrepenuerial environment with big upside opportunities. 

If you have a strong entrepreneurial spirt and thrive in an organization who believe in innovation, get in touch today for more context and a confidential discussion.

Please contact David Howells on for more info or

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