Technical Lead - Wealth IT Partner Management

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Responsibilities:
List of general activities, duties and/or tasks typically performed within the job.

Business Case Development:

• 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.

Planning & Execution:

• 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.

Stakeholder Management:

• 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.

Solution Development:

• 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.

Risk Management:

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

Budget and Resource Management:

• 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.

Job Requirements:

List of general education, background and experience, knowledge, skills, and abilities typically required to effectively perform the responsibilities of the job. Also include any required licenses and/or designations.

• 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., AzureDevOps, 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 escalate 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 influence key stakeholders.
• Demonstrated ability to mitigate risks proactively and resolve issues.
• Excellent problem solving and analytical skills.

Physical Job Analysis:

While performing the duties of this job, the employee is regularly required to sit, stand, write and operate a computer keyboard, standard office equipment and telephone. The employee is frequently required to move about and reach for items. The employee may occasionally lift and/or move up to 10 pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

If you’re ready to help make a difference, apply today.A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool.This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward.Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

$125,100.00 - $187,700.00

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.