Wealth Management professionals having experience in implementation of Wealth Management applications and solutions
Good understanding of Wealth Management Functional Requirements Specifications and Software Requirements Specifications
Able to articulate trends and provide subject matter expertise in relation to the Wealth Management industry.
Maintain technology vendor relationship and compliance with service level agreements and contractual commitments.
Develop and communicate clear and actionable deliverables, or activities to be completed to relevant teams and departments
Support the project execution and governance by tracking deadlines, deliverables, resources, and timelines throughout the project process
Co-ordinate project team meetings to provide status updates and identify and resolve issues to ensure on-time, high-quality delivery in accordance with the stated project goals
Ensure documentation, supporting materials, and project plans are updated and readily available for internal teams and senior leaders
Identify the processes and activities needing improvement and identify and communicate the new workable process standards and best practices to approach those activities
Manage changes to the project scope, project schedule, and project costs using appropriate verification techniques
Experienced in end to end project management
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Bachelors degree in computer science, information systems or equivalent
Deep understanding of different Insurance products riders, coverages
Experience in supporting requirements from 2 domains in Insurance Value Chain New Business, Underwriting, Policy, Claims, Sales and Distribution, Agents
Preferred but not required has LOMA or Insurance certification.
Equal Employment Opportunity Statement
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.