Head of Insurance Implementations and Onboarding

Job Summary

The role is focused on leading a specialized practice that implements and onboards Investment Accounting and Operations for insurance firms. The position is expected to lead and drive the business to the next level, servicing clients to a high standard and ensuring our current success is maintained and improved upon.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do

• Lead, manage and mentor a team of project directors and project managers leading the delivery of client projects.
• Work across cross-functional teams of experts assigned to projects to deliver project activity.
• Define best practice implementation methodology.
• Understand existing methodologies in place and make recommendations for improvements for implementations to become more repeatable and efficient.
• Develop a strong understanding of product capabilities across insurance accounting, performance measurement, reporting and related services, ideally prior experience with similar products.
• Work very closely with the Outsourcing and Software teams whose resources will be assigned to client projects.
• Provide oversight on all projects. Ensure strong internal project governance with status tracking focused on ensuring projects are delivered on time at a high level of quality.
• Update key internal stakeholders on status. Work with senior management to help resolve any major issues & risks.
• Collaborate with client project teams on project planning, status tracking and activity delivery with similar governance structure to what we expect internally.
• Work with Product Management to ensure product roadmap delivers align to client project timelines, make recommendations for improvements that could make implementations more efficient and successful.
• Allocate and schedule resources to projects, ensuring that they have the skills to perform the project activities that is required of them.
• Support Business Development & Solutions teams in winning new business – this includes supporting RFP completion, sizing implementations, client presentations or any other activity which aids the development of the Institutional & Investment Management business.
• Lead the team effectively with focus on good people management practices.
• Manage key performance indicators for the role including revenue, margin, utilization, client satisfaction, stakeholder satisfaction and employee morale.
• Provide financial forecasting and reconciliation to forecast and budget.

What You Will Bring

• Significant prior experience of delivering software implementation and / or outsourcing onboarding for middle to back-office functions, ideally insurance investment accounting.
• Strong project management experience and capabilities with a deep focus on timely project delivery, defining, managing and governing project plans.
• Strong judgment, risk & issues management, and problem analysis techniques.
• Financial industry experience, specifically strong industry background knowledge within Insurance accounting and operations.
• Good general knowledge cloud first multitenant architecture and deployments.
• Ability to troubleshoot details while maintaining the “big picture” view.
• Ability to manage high pressure client situations and build trust with the clients.
• Ability to prioritize multiple simultaneous issues.
• Ability to present and communicate at a senior stakeholder level (internally & externally).
• Ability to synthesize and communicate complex technical, product and business issues.
• Self-motivated, “Find a way to get it done” attitude.
• Outstanding time management skills and attention to details.
• Deep experience with project management tools, Microsoft Project a must.