Title: FSO – Consulting – Tech Consulting – TSD – Life Insurance Technology Strategy – Senior Manager: This position could be located in NY (primary), NC, PA, IL, OH, GA, MA.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry – the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

The opportunity

Our Life Insurance Transformation practice is currently hiring for a Senior Manager Technology Consultant to advise our life insurance clients on transforming their life insurance, annuity, group benefits, and retirement operations and systems. This includes the transformation of business processes, systems, and technology improvements. In this role, you will help our clients achieve their desired goals and business objectives and in return, you can expect to learn leading practices in technology transformation, delivery, and exposure to a wide variety of business challenges that are solved using digital and transformational technologies. There are also opportunities to collaborate with market leading technology product platforms in shaping their roadmap and helping our clients implement their platform.

This role offers the exciting opportunity to build and manage the delivery of technology transformation projects and programs, aligning with organizational strategy to achieve desired outcomes. You will provide assurance to leadership by managing timelines, costs, and quality, and lead both technical and non-technical project teams in the development and implementation of technology solutions and/or infrastructure. Specializing in project and program delivery methods, including Agile and waterfall, you will coach others on relevant processes, tools, techniques, and enabling technologies, proposing solutions to technical constraints and anticipating bottlenecks in the system development cycle.

Your key responsibilities

In this pivotal role, you will be responsible for the effective management and delivery of complex processes, solutions, and/or projects, maintaining focus on quality and risk management while navigating operational and organizational dynamics. This includes:

• Manage large, multi-phase projects, communicate with and manage client expectations, build the project team, and manage scope, risk, budget, and timeline activities
• Provide high-level technology assessments, planning, recommendations, and project management with a focus on developing and achieving client goals and objectives
• Identify key client risks and opportunities, determine client needs utilizing standard assessment techniques and tools, use innovative approaches to evaluate and validate needs, analyze and develop recommendations for the client in the context of the engagement
• Implement and oversee the quality of deliverables and effectively manage the team and day-to-day relationships to ensure exceptional performance
• Participate in business development and presentation of proposal activities
• Provide project status reporting, metrics, billing, and client progress reports
• Ensure engagements are clearly documented
• Recommending changes to policies and establishing procedures that affect immediate work areas and possibly the business function within your own area or department.

You will also be expected to travel regularly as required by external clients and manage client relationships with daily interactions.

Skills and attributes for success

To thrive in this role, you will need:

• Proven ability to lead engagement delivery and manage program/project management.
• Strong client relationship management skills, with the ability to identify sales and new opportunities.
• Experience in developing resource plans and budgets for whole engagements.

To qualify for the role, you must have

• A Bachelor's degree (4-year degree), with a master's degree preferred in computer science, Management information systems, or related disciplines.
• 10+ years of consulting experiencing working on a technology strategy, transformation, or solution delivery project with diverse teams and roles
• Typically, no less than 5 - 7 years of relevant experience within the Insurance industry (preferably life & annuities, group benefits, individual life, or retirement services).
• Understanding of Insurance and Annuities products and life cycle processes
• Experience with one or more of the following policy administration systems: FINEOS AdminSuite, ALIP, GIAS, DXC wmA/CyberLife, LifePRO, FAST, Infosys McCamish, InsPro, Majesco, OIPA, Alis, V3, Wyde, Andesa
• Experience with one or more of the following new business, claims, and underwriting systems: Limelight Health, FINEOS AdminSuite, iPipeline, nbaccelerator, Concentrix, Insurance Technologies, Vitech, ClaimVantage, Vue
• Experience supporting client relationships, business development and sales activities (e.g. pursuits, proposals, presentations)
• Development of thought leadership, points of view and/or industry perspectives
• Actively involved in developing our people through coaching and mentorship

Ideally, you’ll also have

• Program/Project/Workstream management experience in an on-shore/off-shore model working with clients and third-party vendors
• Experience leading Agile projects, on-premise/hosted technology transformation programs, legacy migration, and Life Insurance IT vendor package implementation projects
• Some experience or exposure to one or more of the following: application servers, database, development tools, middleware and integration technologies.
• Experience in roles such as IT or Business Architect, Business Analyst, Developer (preferably Java / J2EE or Java based languages)
• A proactive approach to problem-solving and the ability to work autonomously as well as part of a team.
• Strong communication skills, capable of effectively articulating technology solutions to both technical and non-technical audiences.
• A passion for staying up to date with the latest technologies and industry trends.

What we look for

We are looking for individuals who demonstrate a blend of technical expertise and business acumen, with a proven track record of leading technology transformation projects. Top performers in this role typically exhibit strong leadership skills, are adept at problem-solving, and possess the ability to navigate complex organizational dynamics effectively.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.