Senior IT Manager- Wealth Management

Senior IT Manager- Wealth Management

Madison Wisconsin

Exp 7-10 yrs

Deg Bachelors

Relo

Bonus

Occasional Travel

Job Description

We are seeking an uncommon professional to join our team as a Senior IT Manager – Wealth Management.

Job Purpose:

This position is responsible for the delivery of projects and technology direction to support the growing Wealth Management business unit in our Mutual Group.  Specific responsibilities will include defining, building and supporting the application architecture to support the distribution of Wealth Management products and services to new channels. The position will be responsible for multiple, concurrent operations, functions, technologies, processes and/or projects.  This person will direct the activities of professional staff, front line IT managers and vendors in the research, development, implementation, support of new methods and technologies on behalf of Wealth Management.

This person will collaborate across IT peers, business executives and vendors to meet their defined objectives and goals.   This person will develop & manage budgets, plans, technology roadmaps and resources to provide needed technology services to Wealth Management.

Job Responsibilities:

Project & System Executions: 30-40%

1. Oversee one or many project teams as needed to support Wealth Management projects and requests. Ensure that the technical and functional results are delivered as agreed upon with the project sponsors.  Responsible for coordinating with staff across the IT organization to ensure successful delivery of project activity.

2. Accountable for overseeing successful completion of all non-project work activities (regulatory changes, enhancements, break/fix, maintenance, etc.) as required to support SLA s and functional needs for Wealth Management. Develop and manage to operational budgets and plans.

3. Develop and maintain program, project and operational reporting to demonstrate quality execution of project commitments (budget, benefits, etc.) and adherence to service level commitments.

4. Manage relationships with external service providers as part of project execution of application support/hosting. Ensure all activity is delivered in compliance with normal policies, procedures, technology standards, security requirements, etc. of CMG and the IT department.

Application, Data & Technical Strategy: 10-15%

1. Complete medium-term planning (monthly, quarterly, annually) for projects, technologies, processes  staffing, etc. within area of responsibility.

2. Drive long-term technology planning processes (3-5 year system plans). Ensure planned delivery activities are in alignment with long-term technology footprint.

Business Leadership & Customer Relationship: 20-30%

1. Understand business needs and processes for areas of responsibility.  Proactively work with Business Leaders, understand their business plans to help craft their plans into projects.  Ensure the application footprint/infrastructure will support the current and planned needs of the Business Areas.

2. Monitor customer satisfaction with project execution, operational support. Identify opportunities and implement changes to drive improvement in service.

People Leadership: 20-30%

1. Responsible for the consistent delivery of HR processes: recruiting, hiring, training, career development, performance management, etc.  Evaluate managers and team members in both technical duties and professional aspects of their performance.

2. Define application development/infrastructure team structure and resource levels.  Allocate resources and responsibilities across the application team to meet required Wealth Management results.

3. Communicate and reinforce CMG/IT/application/infrastructure team goals, policies and procedures to staff members.

4. Coach/mentor team members as necessary. Align team members in roles to best take advantage of their strengths and to grow/diversify their skill sets.

Job Requirements:

1. College degree in Computer Science, Management Information Systems or Business Administration.

 2.  Seven years’ experience in the direction of IT system development, with progression through technical levels to people management of technical staff.

 3.  Experience applying technology leadership in the Wealth Management, Investment Product or Asset Management industry.

 4.  Demonstrated expertise in managing an application architecture that includes in-house/proprietary and vended solutions; vendor management skills are required.

 5.  Experience defining and building start-up operations to a large scale.

 6.  Excellent communication, collaboration and executive presentation skills.

Our mutual group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values.

Along with an excellent benefits package, our staff is engaged, rewarded for performance, and encouraged to grow professionally and personally. Our future is driven by our people, and our people are driven to deliver value through innovation, involvement and determination. If you want to be recognized for your results and empowered to reach your potential, we urge you to apply.

In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.