Sr. Director, Wealth Strategic Initiatives

Job Summary

Under limited direction, the Sr. Director, Wealth Strategic Initiatives will be responsible for driving forward critical projects, often technical in nature, on behalf of the Wealth Distribution team. This role requires leading specific projects and / or serving as a liaison with key cross-functional stakeholders where the Wealth team is the customer of a given project. The candidate will work closely with Wealth Distribution Leadership to facilitate timely execution of priority initiatives, maintain awareness of initiative status, identify key risks, and lead mitigation strategies as appropriate.

Responsibilities

Conduct background research to understand the critical needs of the Wealth Affiliate division

Support the creation, implementation, and maintenance of specific business requirement documentation on behalf of the business

Set technical initiative priorities to support Wealth strategy and goals

Serve as a liaison with field leaders and home office leadership on system and technology needs

Manage implementation of project timelines, stakeholders, action items, and outputs on behalf of the business

Translate complex information in a simplified and cohesive manner for key stakeholders to consume and act on

Create and maintain partnerships with functional stakeholders, including IT, EDA, HR, and Finance

Partner closely with Business Solution Partner in IT dedicated to supporting Wealth

Perform other related duties as assigned

Knowledge, Skills, and Abilities

Knowledge of insurance industry and products

Experience managing and implementing operations / technology transformations end-to-end

Strong verbal and written communication skills

Effective interpersonal skills for collaboration across departments

Thorough attention to detail and strong organizational skills

Strong experience in business and data analytics including data visualization

Ability to successfully organize, lead, direct, and influence teams

Impeccable time management and prioritization skills

Ability to make sound, independent judgments and decisions on simple and complex issues

Proven problem solver who can make clear-headed decisions under pressure

Strong facilitator and presenter

Qualifications

Bachelors degree in Business Management

Minimum of 1215 years of experience in a related role, preferably within Financial Services and / or Insurance Industry