Technical Lead - Wealth IT Partner Management

Job Responsibilities

• Aid in the creation of business case, including initiative definition, size, success criteria, benefits, and stakeholder identification, by leveraging solution architecture and product management.
• Support the Business owner to shepherd the initiative(s) through the approval process.

• Provide context of the initiative and plan the work with the delivery team(s), including defining the relevant features.
• Ensure the technology roadmap aligns with the initiative vision and future capabilities.
• Advocate for the initiative as a stakeholder to the delivery team(s) in backlog refinement and priority.
• Develop plans, including scope, objectives, timelines, milestones, and resource allocation. Align and integrate with Product Owners and Delivery Managers.
• Participate in release planning by influencing the release roadmap, communicating dependencies and tracking release targets.
• Coordinate internal resources and third parties/vendors across execution areas.
• Coordinate activities with other IT teams, Shared Services teams, and business partners to ensure all activities to deliver the initiative are managed while monitoring progress against the overall roadmap needs and dependencies.
• Define and track key performance indicators (KPIs) to monitor initiative performance and success.
• Provide post-implementation support and manage transition to operational teams.

• Provide regular updates to stakeholders and senior management on progress, risks, and issues.
• Facilitate communication and collaboration among project team members and stakeholders.
• Ensure connection and alignment with business and technical leaders.

• Provide technology thought leadership including identification of technology enablers, future technical complexity, dependencies, and risks while minimizing technical debt introduction.
• Lead vendor relationship for non-internally developed technology solutions, services or components used by the technology solution.
• Establish Service Level Agreements (SLA) in support of business objectives ensuring they meet key performance metrics.
• Prepare the solution for transition to production and operationalize within IT to ensure the technology solution continues to be incrementally maintained in a simplified, streamlined, and cost-effective manner.

• Identify, assess, and manage risks and issues.
• Develop and implement risk mitigation strategies to ensure successful initiative outcomes.

• Support the processes for initiative financial management, including budgets, forecasting, tracking, and reporting expenses.
• Determine competencies and skills necessary to develop and support the technology solution.
• Allocate and manage incremental resources (if applicable) effectively to ensure optimal utilization and productivity.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

• Bachelor’s degree in Management Information Systems or Computer Science or equivalent combination of education and/or related professional work experience with demonstrated achievement and progressive responsibilities.
• 8+ years of experience in technical project management, with experience in managing technical projects, preferably in the insurance industry.
• 3+ years’ experience as a project lead working in an agile environment.
• Proficiency in agile project management tools (e.g., Azure Dev Ops , Trello).
• Excellent communication skills, both written and verbal. Proven ability to clearly and effectively communicate business and technical information, and effectively mediate in situations where conflict arises.
• Understanding of how and when to elevate issues to the appropriate levels within the organization.
• Strong understanding of project management methodologies (e.g., Agile, Waterfall) and best practices.
• Ability to manage multiple priorities, direct a plan and meet deliverable expectations.
• Demonstrated ability to work collaboratively with individuals and teams across the organization to meet complex business needs.
• Demonstrated ability to navigate the organization and…