Senior Manager of Workforce Management overseeing workforce resources at GEICO. Leading operational excellence and transforming contact center performance across various product lines.
About the role
- Onsite Techno-Functional Lead driving key digital transformation initiative for wealth management firm. Liaising between client stakeholders and offshore teams ensuring project success and business value.
Responsibilities
- Lead client engagement, from requirement gathering and analysis to stakeholder management.
- Provide techno-functional leadership, designing solutions and guiding the integration of systems like Salesforce and Tamarac.
- Manage the project using Agile methodologies, coordinating with offshore teams to ensure timely and high-quality delivery.
- Drive the end-to-end project lifecycle, including risk management and quality assurance.
Requirements
- 8+ years of experience in Wealth Management or Financial Advisory, with a strong understanding of Registered Investment Advisor (RIA) operations and the end-to-end advisor–client lifecycle.
- Proven track record in leading integration projects involving platforms such as Salesforce, Tamarac, and financial planning tools.
- Hands-on experience in portal development, API integrations, and Agile/Scrum delivery frameworks.
- Exceptional stakeholder management, communication, and problem-solving abilities, with demonstrated experience in leading both client-facing and technical delivery teams.
Benefits
- Significant career development opportunities exist as the company grows.
- Unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment.
- High degree of individual responsibility.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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