Fintech Implementation Manager

3 weeks ago

Berwyn, United States Magis Capital Partners LL Full time

**About Us**:
Based in Berwyn PA, FIDx is an innovative digital platform bringing advisors, firms, and the retirement products they want together through our industry-changing technology. The digital space demands a forward-thinking and adaptive workplace. At FIDx, we are creating opportunities - both for our clients and our employees.

**About the Opportunity**:
The Implementations Manager will be responsible for driving and managing all phases of a Broker Dealer and/or Registered Investment Advisor’s implementation of the Insurance Exchange (iX) platform. Project phases include: business discovery, solution design, annuity program set up, development & configuration, annuity product set up, workflow and integration testing, and post-launch support. You will likely be managing multiple implementations at any given time and must be able to simultaneously track, manage and direct multiple sets of internal and external workstreams. The Implementations Manager is a qualified leader with demonstrated experience in project management, business process analysis, system data flows and business architecture. You must be highly organized and have the ability to lead across teams, manage client expectations, drive and prioritize deliverables across multiple projects with evolving client requirements. This role requires a deep understanding of the features, functionality, and integration points of the iX platform, excellent communication skills, positive attitude, accountability for delivery, and a passion for delivering outstanding customer experiences.

**Responsibilities**

Client Management
- Participate in due diligence sessions with on-boarding clients to understand the firms’ strategic business plans and annuity program goals and objectives.
- Understand the client’s technology environment, business architecture, 3rd party providers and operational workflows.
- Lead discussions relevant to design and configuration of the Insurance Exchange platform. Ensure client understands and is able to support platform set up and integration requirements.
- Ensure implementation projects are adequately resourced by the client and by 3rd party system providers.
- Cooperatively manage project scope with the client and invoke change management processes where necessary to keep implementation projects on schedule.
- Escalate issues with the client as appropriate, clearly communicating project dependencies, risks and implications.
- Accept and track implementation related client feedback and incorporate requests in standard process where appropriate

Project Execution
- Design the client’s Insurance Exchange platform implementation, including annuity workflows, operational processes, integration points, data flows, and system functionality
- Document the definition of services, out of scope items, items not required for annuity program launch (e.g., Day 2 items), and communicate to the client and internal stakeholders
- Create and manage Statements of Work (SOWs) for client implementations, as necessary. Work with client’s Strategic Relationship Manager to address and resolve economic issues.
- Define conversion approach and develop implementation plan highlighting key milestones, dependencies, and project schedule
- Manage on-boarding activities to the implementation plan for the duration of each project. Ensure deliverables are met by published timelines. Evolve plan as necessary by executing change management processes.
- Work collaboratively with partner firms, e.g., Envestnet, iCapital, Account Order Entry (AOE) providers, and ensure that they meet project deliverables
- Organize, plan and conduct project related meetings. Lead status meetings with senior and executive management at regular cadence, highlighting project progress, roadblocks, and required escalations.
- Coordinate with Technology team to provide an environment for internal and external User Acceptance testing on accordance with project timelines.

Team Leadership
- Work closely with Practice Management, Product, and Technology teams to ensure Implementation team alignment with strategic goals and key business decisions regarding products, services, and key business initiatives
- Provide guidance, coaching, and feedback to Implementation Associates and Senior Associates to foster their professional development.
- Manage and guide the efforts of Business Integration Testing Associates to ensure testing efforts are properly aligned with client expectations
- Collaborate with internal teams to share approaches, develop implementation best practices, and improve team capabilities to successfully onboard clients
- Work with internal and external business teams to assess and streamline processes to mitigate risk, cost, or issues and generate efficiencies

**Qualifications**
- Bachelor's degree in Business Administration, Finance, or a related field.
- Proven experience (3-5 years) in investment operations, project management, client implementation and/or

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