Automation Lead Associate - Workflow Delivery & Operations Automation

Workflow Delivery - Operations Automation - Associate

Join a high-impact team transforming Asset & Wealth Management Operations through smart workflow adoption and automation. You’ll deliver solutions that improve efficiency, controls, and transparency at scale. Partner closely with stakeholders to turn process insights into measurable operational outcomes.

As an Automation Lead - Associate in Analytics Solution team, you deliver workflow and automation products that enable data-driven performance management. You translate operational needs into scalable workflow designs and integrated analytics across tooling. You collaborate across Business and Technology to prioritize delivery, mitigate risks, and drive adoption.

Job Responsibilities 

• Design workflows and automation solutions using Workflow Designer, Python, Alteryx, and Tableau.
• Deliver end-to-end workflow products, including integration across tools and platforms.
• Maintain a structured book of work for aligned stakeholders, including prioritization and progress tracking.
• Review existing processes with stakeholders to identify efficiency, control, and automation opportunities.
• Analyze large datasets to mine automation opportunities from sources such as Manual Process Inventory, BPM/BDM data, and JIRA logs.
• Communicate project status, risks, dependencies, testing outcomes, and blockers throughout the lifecycle.
• Partner with business leads and SMEs to validate requirements and align solutions to operational outcomes.
• Apply critical thinking to solve complex, multi-faceted operational problems using analytics and visualization.
• Develop dashboards and insights that improve performance management and decision-making.
• Contribute new ideas and perspectives that strengthen team learning and continuous improvement.
• Build reusable capabilities and train team members to scale adoption and standardize best practices.

Required qualifications, capabilities and skills

• Demonstrate 5+ years of experience in advanced data analysis, large datasets, and process automation delivery.
• Leverage Python, Alteryx, and Tableau to build automation and analytics solutions.
• Influence stakeholders across Business and Technology through clear communication and structured problem-solving.
• Create compelling PowerPoint materials and data visualizations and present insights to varied audiences.
• Translate business requirements into workflow designs, delivery plans, and measurable outcomes.
• Manage delivery execution including scope, milestones, risks, testing, and adoption planning.
• Adapt quickly to new tools, financial technologies, and evolving operational priorities.

Preferred qualifications, capabilities and skills

• Hold relevant certifications in Alteryx, Tableau, Python, Agile, or automation platforms.
• Apply AI/ML tools or techniques to enhance analytics, classification, or opportunity discovery.
• Use workflow design platforms to develop standardized, reusable automation components.
• Implement process mapping and operational improvement methods to quantify benefits and controls.
• Operate effectively in global, matrixed environments with distributed stakeholders.
• Demonstrate experience with Jira-based demand intake, tracking, and opportunity management.
• Exhibit strong documentation discipline for workflows, controls, testing, and operational handover.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level