Sr. Director - Wealth Strategic Initiatives

Sr. Director – Wealth Strategic Initiatives

Knowledge of insurance industry and products
Experience managing and implementing operations/technology transformations from beginning to end
Strong verbal and written communication skills
Effective interpersonal skills including productive collaboration across varying departments
Thorough attention to detail and organizational skills
Strong experience in business and data analytics including data visualization
Able to successfully organize, lead, direct, and influence teams of people
Impeccable time management and prioritization skills
Ability to make sound, independent judgement and decisions on simple and complex items
Proven problem solver who can make clear-headed decisions while under pressure
Strong facilitator and presenter
Bachelor’s degree in business management
Minimum of twelve (12) – fifteen (15) years of experience in a related role, within the Finance Services and/or Insurance Industry preferred

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 both field leaders as well as 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
Creates and maintains partnerships with functional stakeholders, including IT, EDA, HR and Finance
Partners closely with Business Solution Partner in IT dedicated to supporting Wealth
Performs other related duties as assigned

Minimum of twelve (12) – fifteen (15) years of experience in a related role, within the Finance Services and/or Insurance Industry preferred