Technology Project Manager - Advice
Core
Lead CRM and integration projects connecting advice platforms, CRM, and member administration for a super fund.
Role type
Technical project manager (advice technology)
Builds
Advice technology systems, CRM implementations, and integrations
Domain
Financial services / Superannuation / Advice technology
Required skills
Technical project management, CRM implementation, vendor management, scope and budget management, RAID management, stakeholder reporting
Preferred skills
Experience with Xplan or AdviceOS, profit-to-member fund experience, retirement income exposure, PMP or PRINCE2 certification
Technologies
CRM systems, integration platforms
Responsibilities
Plan and deliver advice technology projects from business case to BAU, Lead CRM implementations and integrations, Manage vendors, architects and developers, Own scope, budget, RAID and steering committee reporting, Prepare advisers and frontline teams for go-live