ApTask
Wealth Management Associate
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Wealth Management Associate on a contract for an unspecified length at $30.00/hr. Key skills include advanced Alteryx, UiPath, Power BI, and knowledge of DTC/Settlement operations, with a minimum of 1 year in finance.
🌎 - Country
United States
💱 - Currency
$ USD
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💰 - Day rate
240
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🗓️ - Date
January 17, 2026
🕒 - Duration
Unknown
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🏝️ - Location
Unknown
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📄 - Contract
W2 Contractor
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🔒 - Security
Unknown
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📍 - Location detailed
Baltimore, MD
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🧠 - Skills detailed
#API (Application Programming Interface) #BI (Business Intelligence) #Data Governance #Requirements Gathering #DAX #Alteryx #Batch #Data Modeling #Visualization #Documentation #Macros #Microsoft Power BI #Vault
Role description
Pay Rate: $30.00/hr on w2
Education
Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).
Required Qualifications
• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.
• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.
• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.
• Domain: Working knowledge of DTC / Settlement operations.
• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.
Pay Rate: $30.00/hr on w2
Education
Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).
Required Qualifications
• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations.
• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling.
• UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions.
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards.
• Domain: Working knowledge of DTC / Settlement operations.
• Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication.
