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SWBC

Diversified financial services: insurance, mortgage, investments

AVP Operational Implementations

Program ManagementConfirmed live in the last 24 hours
Full-timeSan Antonio, TX, USANo salary listedRemote

About the Job

Requirements

  • A bachelor's degree in Business Administration, Management, Information Technology, Project Management, or a related field from an accredited four-year college or university is required.
  • A minimum of eight years of progressively responsible experience in financial services, project management, financial technology, client implementations, operations, or related experience is required.
  • A minimum of three years of leadership, supervisory, or team management experience is required.
  • Demonstrated experience leading complex client implementations, system conversions, operational initiatives, or large-scale cross-functional projects.
  • Strong knowledge of implementation and project management methodologies, operational processes, controls, and risk management practices.
  • Strong understanding of financial services operations and the interaction between business processes, technology, data, client requirements, and operational delivery.
  • Demonstrated ability to lead, develop, coach, and motivate employees and build a collaborative, high-performing team.
  • Demonstrated ability to oversee multiple complex initiatives and establish priorities based on business needs, client commitments, risk, and available resources.
  • Strong leadership and decision-making skills to navigate complex or ambiguous situations.
  • Strong analytical and problem-solving skills to identify risks, evaluate alternatives, and develop effective solutions.
  • Client relationship management skills, including the ability to manage sensitive or escalated client situations.
  • Ability to establish relationships, build consensus, and influence stakeholders across multiple organizational levels and functional areas.
  • Facilitation, negotiation, and conflict resolution skills.
  • Verbal and written communication skills, including the ability to communicate complex information to clients, employees, and senior leadership.
  • Organizational and multitasking skills to manage multiple priorities in a fast-paced environment.
  • Proficient Microsoft Office skills, including Outlook, Word, Excel, and PowerPoint.
  • Working knowledge of project management tools and methodologies.
  • Ability to travel locally or nationally by car or plane as business needs require.
  • Ability to sit for long periods performing sedentary activities.
  • Ability to push, pull, and lift up to 20 pounds of files, supplies, documents, or other related items.
  • Must pass pre-employment drug testing.
  • Must not use tobacco, as allowed by law.

Responsibilities

  • Lead and provide strategic direction for the Operational Implementations function, ensuring new client implementations, program changes, and major initiatives are planned, prioritized, and executed effectively.
  • Lead, develop, coach, and support the Implementation team by establishing clear expectations and promoting accountability, collaboration, professional development, and continuous improvement.
  • Provide leadership and guidance to the Implementation Team Lead and Implementation Managers, and assign and prioritize activities according to complexity, capacity, business needs, and client commitments.
  • Oversee the portfolio of active implementations and monitor project status, timelines, risks, dependencies, resource constraints, and key deliverables.
  • Establish and maintain implementation standards, methodologies, processes, controls, tools, and reporting for consistent execution across the team.
  • Partner with clients and internal stakeholders to understand implementation requirements, operational needs, service expectations, and business objectives.
  • Oversee implementation planning and operational readiness for new clients, products, system conversions, and significant program changes.
  • Ensure implementation requirements, processes, controls, and operational procedures are defined, documented, tested, and communicated before implementation and transition into ongoing operations.
  • Serve as the senior escalation point for complex implementation issues, client concerns, competing priorities, significant risks, and matters requiring cross-functional leadership or executive involvement.
  • Facilitate resolution of complex issues by convening stakeholders, establishing accountability for action plans, monitoring progress, and ensuring appropriate resolution.
  • Build and maintain relationships with key clients and serve as a senior contact for significant implementation and operational matters.
  • Partner with Sales, Product, Technology, Operations, Vendor Management, and other business areas to ensure implementation requirements and client commitments are understood and achievable.
  • Evaluate implementation capacity, workload, and resource requirements, and recommend staffing, priorities, and resource allocation.
  • Identify implementation risks and trends across projects and develop strategies to mitigate impacts to client commitments, operational readiness, and timelines.
  • Communicate and report implementation status, risks, issues, and outcomes to senior leadership and key stakeholders.
  • Improve implementation efficiency, scalability, controls, documentation, client experience, and overall effectiveness through continuous process improvement.
  • Establish and monitor implementation performance measures, using results, trends, and lessons learned to improve team performance and outcomes.
  • Ensure Statement of Work requirements, service level commitments, operational controls, and other client requirements are incorporated into implementation plans and transitioned into ongoing operations.
  • Support the development and maintenance of implementation documentation, procedures, training materials, standards, and best practices.
  • Promote knowledge sharing and cross-training within the Implementation team to strengthen organizational capabilities and provide appropriate coverage.
  • Collaborate with business leadership on future implementation needs, organizational priorities, process improvements, and opportunities to strengthen the implementation function.
  • Represent Operational Implementations in leadership meetings, client discussions, and cross-functional initiatives as appropriate.
  • Travel to client locations as necessary.
  • Perform other duties as assigned.

About the Company

SWBC

Diversified financial services: insurance, mortgage, investments

SWBC (Southwest Business Corporation) is a diversified financial services provider offering a broad mix of products for individuals, businesses, and financial institutions. For individuals, it delivers personal insurance, mortgage services, and wealth management. For businesses, it provides business insurance and employee benefits consulting. It also partners with financial institutions to support mortgage management and consumer lending. The company operates as a one-stop shop for financial needs, earning revenue from service fees, commissions on insurance products, and investment-related returns. Unlike firms focused on a single niche, SWBC combines insurance, mortgage, and investment services with consulting, risk management, and lending support to create a comprehensive suite of financial solutions.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
San Antonio, TX
Founded
1976

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