Senior Operations Consultant/ Wealth Management Operations.
Job Description
Job Description
Position: Senior Operations Consultant/Business Analyst
Location: Jacksonville, FL (Hybrid after training)
Assignment: 03/16/2026 to 03/15/2027 (possible temp to hire or extension)
Pay Range: $46.18 hourly, paid weekly.
Schedule: Monday – Friday, 40 hrs
Job Overview
Wealth Management Operations (WMO) provides end-to end operational support of Private Bank and Workplace Benefits. The Business Strategy and Transformation team within WMO includes the reporting and analytics function which is responsible for overseeing the development and maintenance of scalable data solutions, insightful dashboards, and operational reporting that drive business decisions across multiple functions. The ideal candidate will bring expertise in data engineering, business intelligence, and stakeholder engagement, with a passion for innovation and continuous improvement.
Key responsibilities include:
- Partner with cross-functional teams to understand business needs and translate them into scalable data models and actionable insights.
- Development of automated reports, dashboards, and scorecards using various business intelligence tools.
- Ensure data accuracy and integrity across all reporting outputs, supporting operational and executive decision-making.
- Perform root cause analysis and performance troubleshooting for reporting systems.
- Collaborate with business stakeholders to gather requirements and deliver insights through compelling visualizations and presentations.
- Document workflows, metadata, and procedures to support transparency and scalability.
- More technical in nature
Required Skills:
- Experience in data engineering, business intelligence, or analytics roles Advanced proficiency in MS SQL, Python, Alteryx, Tableau, and/or other data visualization tools and data technology tools
- Ability to translate data into actionable insights for business decisions
- Familiarity with machine learning algorithms High attention to detail and commitment to data accuracy
- Ability to manage multiple priorities and drive projects to completion
- Problem-solving, critical thinking and analytical mindset with the ability to investigate anomalies and propose solutions
- Creative thinker with strong process and technology aptitude
- Strong facilitation and communication skills, able to lead and influence cross functional teams and engage stakeholders
Desired Skills:
- Experience with Report Hub Experience supporting operations functions
WORKING CONDITIONS:
- May on occasion be exposed to loud sounds and distracting noise levels, such as from office equipment.
- The ability to lift up to 30lbs
- Use of computers and technology
Here at Canon Recruiting, People are our priority, and we are committed to Include Diversity in every segment of who we are. It is only through our Diversity; we are made a stronger organization and increase our ability to provide top tier candidates that our clients have come to know Canon for. We have an inclusive environment all employees are celebrated for their unique differences. The different perspectives and experiences of our workforce give us the competitive advantage that is essential for success in an ever-changing market. By promoting inclusion with the same enthusiasm, we devote to quality and competency and using the experience from a diverse assortment of backgrounds and experiences, Canon can improve the services and value we deliver to clients, employees, and customers. At Canon, Diversification and Inclusiveness are much more than a corporate ambition; they are a critical component in our daily corporate life. Canon Recruiting is committed to a diverse and inclusive workplace. Canon Recruiting is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. The pay range for this position is listed above. Base pay information is based on market location. We will consider for employment qualified applicants with arrest and conviction records. Our range of benefits may include health care and 401(k) savings plans. For individuals with disabilities who would like to request an accommodation, please email hr@canonrecruiting.com