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