Previous Job
Manager, Technology, Client Onboarding
Ref No.: 18-03806
Location: Saint Petersburg, Florida
Princeton Information is seeking a Technology Manager, Client Onboarding for a permanent opportunity in the Tampa Bay area. The financial services industry is undergoing a transformation. The Client Onboarding program is a key initiative which is replacing a legacy monolith architecture with a rich set of micro services, allows the firm a global view of the client and their touch points across the enterprise, and introduces sophisticated document generation and dynamic workflow capabilities.
We are seeking a highly motivated technology manager with a software development background to take on the workflow processing aspects of this program.  This is a highly visible role on a highly visible team within the Technology organization.  The Client Onboarding application will be used on a daily basis by tens of thousands of users to open new accounts, an absolutely essential function of any wealth management firm.  Your work will directly affect the company's ability to increase assets & revenues.
Essential Duties and Responsibilities:
  • Leads a team of specialized analysts and developers and is responsible for growing the team, maturing processes, adhering to service level objectives and agreements, project management activities, and resource management across multiple geographic locations.
  • Coaches and develops the team to draw the best performance out of each team member and pushes them to grow and stretch their skills and abilities.
  • Provides technical leadership in a variety of technologies, including Java web services, Oracle DB, IBM BPM workflow software & IBM ODM rules engine.
  • Must be able to adapt quickly to learn multiple technologies, and understand architectural dependencies, data flows and integrations between them. 
  • Organizes production support activities across multiple time zones.
  • Works with our business partners to understand requirements, design IT solutions and ensure they meet the business needs balanced with a pragmatic approach to design.
  • Ensures that the team maintains high performance, maintainability, and quality standards for software.
  • Influences the prioritization of business unit technology projects, optimal project structure and project administration to ensure strategic business objectives are met and risk is managed.
  • Focuses on workforce management to accurately capture IT resource capacity involving resources (internal and/or external), processes and practices.
  • Develops and maintains development methodology and ensures all team members understand their responsibilities in this process.
  • Remains up to date on key technology, business, and industry trends.
Experience and Skills:
  • Minimum of a Bachelor's degree in Computer Science, MIS or related degree and seven (7) years of relevant experience including management or leadership experience or an equivalent combination of education, training and experience. 
  • Financial Services experience highly preferred.
  • Ability to adapt and prioritize in a extremely dynamic and fluid environment.
  • Hands-on experience in development of Java RESTful services and designing scalable architectures is a must.
  • Experience in BPM & ODM, Linux, Oracle DB, PL/SQL, IBM MQ highly preferred.
  • none
Competencies and Behaviors:         
Lead the Team
Creates/maintains a competitive organization by attracting, developing and retaining talent to ensure people with the right skills & motivations are in the right place at the right time to meet business needs.
  • Builds a cohesive team, and develops structure & direction to meet or exceed customer needs.
  • Leverages systems & processes to attract, develop & retain talented individuals.
  • Provides feedback, empowerment and coaching to help others excel in current and future job responsibilities.
  • Creates a trusting work environment where people can realize their full potential.
Enhance Client Experience
Builds and maintains strong internal and external relationships.  Enhances the customer service experience to drive competitive advantage.
  • Ensures customer perspective is driving force behind business decisions and activities.
  • Ensures customer solutions, practices and procedures are carried out and achieve their objectives.
  • Builds strategic partnerships within the organization to collaboratively execute business goals.
  • Interacts with others in a way that promotes openness & trust and gives confidence in one's intentions.
Advances Strategic Opportunities
Gains competitive advantage by developing, supporting and/or promoting innovative strategies, products or processes which align with the firm's vision and goals and enhance the firm's reputation/brand.
  • Identifies and drives organizational changes needed to adapt to changing customer and market demands.
  • Establishes and commits to long-term business direction and sets meaningful performance objectives that align to values & strategies.
  • Communicates information in a compelling way that drives others to achieve team and firm goals.
  • Encourages others to seek opportunities for different and innovative approaches to addressing problems and opportunities.
Drive High Performance
Executes business and organizational objectives that build and support sustained revenue growth, maximize firm results and effectively leverage people/processes.
  • Uses customer centric approaches for choosing courses of action or developing appropriate solutions.
  • Aligns communication, accountability, resources & processes to ensure strategic priorities yield measurable and sustainable results.
  • Tenaciously works to deliver team goals with the greatest potential for producing positive business results.
Establishes high standards and challenging goals for individual, team and organizational accomplishment.