Demo

Project Manager (Life Insurance/Annuities/Wealth Management)

Stellar Consulting Solutions, LLC
New York, NY Temporary
POSTED ON 2/7/2025
AVAILABLE BEFORE 5/2/2025

Title : Project Manager (Life Insurance / Annuities / Wealth Management)

Location : New York NY or Bridgewater NJ or Duluth GA

Duration : 06 months contract to possible hire

Objectives of the role :

  • Provide direction to the consulting team, consisting of SMEs, consultants, and technical experts;
  • Work closely with members of other divisions and third-parties to manage overall success an engagement;
  • Plan and prioritize work for the engagement team, recognizing that each team member holds an important piece of the puzzle;
  • Maximize utilization of resources allocated to assigned projects;
  • Work with Sales and Consulting team members to finalize work estimates;
  • Manage project budgets and engagement run rates;
  • Manage project timelines;
  • Produce clear, accurate and timely project control reports;
  • Clearly and comfortably communicate with clients, constantly and consistently;
  • Develop business and technical familiarity in order to be a credible engagement leader.

Skills

BASIC QUALIFICATIONS

  • 10 years professional experience preferably in the technology or Insurance domain;
  • 3-5 years' experience as a Solutions Project Manager or Consulting Engagement Manager;
  • Authorized to work in the United States without sponsorship now or in the future;
  • Experience in Wealth Management and / or Mutual Funds;
  • Ability to utilize formal project management tools and techniques including, but not limited to MS Project, Gantt Charts, PowerPoint timelines, Excel formulas, and MS Word status reports;
  • Outstanding communication and presentation skills;
  • Excellent organizational and time management skills Sharp analytical and problem-solving skills.
  • PREFERRED QUALIFICATIONS

  • Experience with Life Insurance and Annuities Products, Services and Workflows;
  • Business consulting experience;
  • Experience with Insurance and / or Annuity Products.
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