Client Strategy Coordinator, AdvantEdge

CUNA Mutual   •  

Madison, WI

Industry: Accounting, Finance & Insurance


8 - 10 years

Posted 83 days ago

This job is no longer available.

Job Purpose:

The purpose of this job is to enable focus on large-scale initiatives of high visibility, importance,  and value to IT and/or the business.  This position directs/leads research and implementation of new or emerging technology solutions or business processes within AdvantEdge divisions and enterprises utilizing industry standard best practices, tools and methodologies.  The incumbent initiates and promotes new ideas that will generate high value to the business;  advises IT or Business leadership on strategic direction; and provides expert-level, highly-focused project execution on medium to large-scale initiatives.

Framework General Profile and Scope      

  • Requires in-depth knowledge and experience.
  • Acts as a resource for colleagues with less experience; may lead small projects with manageable risks and resource requirements.
  • Uses best practices and knowledge of internal or external business issues to improve products or services.
  • Solves complex problems; takes a new perspective using existing solutions and approaches changes with flexibility.
  • Works independently, receives minimal guidance.
  • Acts as a resource for colleagues with less experience.

Job Responsibilities:

  • Serves as a corporate consulting resource on matters associated with the selection and application of technology or business processes to positively impact the business, operating, and technology strategies of the corporation. Conducts management analyses and business impact studies associated with new AdvantEdge business and IT technology or process initiatives.  Develops business cases that show why or why not these initiatives should be undertaken (painting the picture) to all levels of senior management.
  • Formulates policy decisions on the adoption, application, and enhancement of technology or business processes to support client strategies.
  • Leads division and enterprise initiatives to re-engineer technology or business processes to increase efficiency and effectiveness, executing the client strategies and direction set by the Leadership Team.  
  • Directs other business and IT managers to see initiatives through to closure: either by completing the project and transitioning to an operational function, or by terminating the effort. Performs knowledge transfer, coaching, and guidance, to transition the resulting solution to operational staff.
  • Proactively assesses and monitors projects, uncoversrisks and provides resolution or alternatives through influence, persuasion and coaching of project sponsor and other key stakeholders.

    Tracks and reports key functional metrics on technology and business processes to identify potential expense reductions or improved effectiveness.

  • Communicates on a regular basis with all levels of Business and/or IT management to advise on process or technical issues.
  • Leads cross-functional teams and creates an environment that promotes the exchange of information between the business, IT and external source providers.   
  • The above statements describe the general nature and level of work being performed in this job.  They are not intended to be an exhaustive list of duties and indeed additional responsibilities may be assigned, as required, by management.

Job Requirements:

  • Bachelor's Degree in Management Information Systems, Business Administration or equivalent trade-off in professional related work experience.
  • Minimum of sevenyears ITexperience including demonstrated proficiency in the last 3years in at least one of the following:
    • IT/Business Processes in the financial services industry,
    • Infrastructure/Technical Architecture,
    • Business Systems Applications Architecture,
    • Information/Business Intelligence Architecture,
  • Minimum of five years IT project management experience of large scale, complex, high risk, high visibility IT projects.
  • Demonstrated superior knowledge in industry standard business and technology process best practices, tools and methodologies.
  • Possesses significant, expert knowledge of the financial services industry, IT industry, and third party service providers.
  • Demonstrated strong communication skills including strong interpersonal skills (listening, speaking and probing).
  • Significant experience in achieving positive results among staff at all levels of the organization through demonstrated  ability in developing consultative relationships and working collaboratively with individuals and teams across the company, utilizing influence, persuasion, leadership, negotiation, and group facilitation skills.
  • Demonstrated ability to effectively communicate with Business and IT management on business matters blending  technical and non-technical perspectives.
  • Demonstrated superior problem solving and organizational skills.
  • Demonstrated ability to mitigate risks proactively and resolve issues.
  • Demonstrated successful experience with managing partner and vendor relationships.
  • Ability to start from a blank page without guidance (self directed).

CUNA Mutual Group’s insurance, retirement andinvestment products providefinancialsecurity and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitivecompensationand benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.


Id: R-002567