Credit Lifecycle Technology Team Leader

Published
June 8, 2021
Location
Wilmington, DE
Category
Job Type

Description

We are looking for a leader of our Client Lifecycle Technology Team motivated by solving cutting edge technical challenges, building new applications, and working on all aspects of clients and advisors managing client and account data.

The successful candidate is expected to lift the Team in order to deliver advanced client onboarding capabilities, streamline the account opening process, extend functionalities to client self-service, enhance the systems to allow for new products, and introduce new technologies using Agile best practices.

Job Description

  • Reporting to the Group Vice President, M&T Wealth Technology, the successful candidate will be a key member of the M+T Tech team; responsible for providing leadership and oversight with regards to technology strategy, implementation, and production end-to-end.

  • The successful candidate needs to understand business functionalities as it pertains to all aspects of client lifecycle management: from prospecting, to client-onboarding, KYC, account opening, client data maintenance, workflow automation and digital experience.
    Experience with business process re-engineering and the implementation of client facing digital capabilities is a big advantage.

  • Because of the nature of the business, the resource will own and lead both, the development of inhouse built applications as well as the integration of vendor packages. We expect the successful candidate to research and assess viability of software vendors. Negotiate contracts. Hold vendors to their SLA. Improve integration patterns.

  • We expect a portion of the software in the Client Lifecycle management space to be vendor provided. This software needs to be integrated, configured, and enhanced by the Technology Team. As such we expect the successful candidate to be proficient in integration techniques, understand data management and have a history in customizing multi-tier applications. Furthermore, the resource needs to understand software testing.

  • The team spends a significant of time on building applications inhouse. As such, the successful candidate must understand how to architect applications, understand infrastructure requirements, and promote software development best practices.

  • Follow and promote M+T Agile practices. Able to approach development with modularity in mind to accommodate shifting priorities and the challenges associated with Design Thinking, rapid prototyping and Agile methodologies. Review of epics and stories provided by business product owners and turning those together with the Technology team into technical designs and development.  

  • Collaborate with Wealth product owners, vendors, architects, key partners in Enterprise Technology and the various stakeholders. As such, build and fortify Enterprise wide cross-functional relationships as well as leverage external partners to optimize the Client Lifecycle Management operating environment.

  • To be successful in this role, incidents must be kept at a minimum. The resource is expected to lead resolving any run-the-bank issues encountered in all environments, especially production.

  • Recruit develop and coach each member in his team. Participate in firm-wide recruitment initiatives.

Mandatory Skills

  • Minimum of an Associate’s degree and 7 years’ technology or systems management/leadership experience, or in lieu of a degree a combined minimum of 9 years’ higher education and/or work experience, including a minimum of 7 years’ technology or systems management/leadership experience

    Capable of working on multiple projects of a complex nature

  • Proficiency in software design, development and prototyping methods and tools. Proficiency in industry best practices for client lifecycle applications. Familiar with testing frameworks.

  • Provide technology stewardship:

    • Ability to apply innovative technology to solutions that would benefit the M+T Wealth business.

    • Ability to develop community of practices to facilitate discussions with technical team on platform-wide considerations, driving improvement and efficiencies, and providing leadership.

    • Curator of guiding principles in alignment with Enterprise Architecture principles. Curator of standards and best practices.

    • Solution Ideation:

      • Assist business in the scoping and planning of upcoming projects.

      • Creative problem solver and solution developer when presented with conflicting requirements, business demands and technical risks/issues. 

    • Develop logical architecture of solution components based on conceptual architecture/design.

    • Advise/Mentor on Technical and Functional Design: Provide advice and guidance to team leads regarding technical and functional design decisions.

  • Ability to drive through influence and team building the investment and asset management strategy with agility and leadership qualities which engineers recognize and respect:

    • Experience with Scrum, Design Thinking, Dev Ops.

    • Servant leadership.

    • Proven experience interacting as a team player with various multi-disciplinary teams of professionals.

    • Team Management: Resourcing and leadership of Agile project teams, while ensuring key partner teams are engaged (ex. Operations, Development, Technology etc).

    • Ability to deal with ambiguity and leverage design to bringing clarity to abstract ideas.

  • Execution and delivery skills:

    • Proactively identifying project risks, creating risk management and mitigation plans with the team.

    • Good judgment and the ability to handle stressful situations.

    • Project Management: Leads and manages digital projects and website maintenance, including day-to-day workflow and continual process improvement while keeping all projects on time and done budget.

    • This role requires consistently to strive to improve Agile processes within the Client Lifecycle Technology Team while ensuring all projects meet accessibility standards, and cyber security best practices.

    • Budget Management: Working with the team, oversees the team’s overall budget and works closely with vendors and the Wealth Domain team to ensure accurate acquisition of funding.

  • Strong presentation and communication skills:

    • Ability to work closely with internal, enterprise and external (vendor) teams. For that reason this role requires excellent communications skills designed to properly communicate technology strategy, project requirements and status. This can include leadership and key stakeholder expectation management. Excellent presentation, written and verbal communications skills are required along with excellent relationship and negotiation skills.

    • Ability to present ideas and adjust message for maximum effectiveness based on audience: Engineers, Product Owners, business partners and M+T senior executives.

    • Critical thinker and problem-solving skills. Excellent analytical and communication skills with the ability to communicate complex issues in an easy to understand manner.

  • Technical Knowledge:

    • Hands on experience with regards to application integration patterns, designing services, data management, off-the-shelf applications, application containerization and network configuration.

    • Experience with SQL databases, experience with NoSQL databases such as MongoDB is a strong advantage.

    • Deep knowledge of API (REST, SOAP), API Management and building scalable and high-performance Web APIs using Java or .net core.

    • Understanding of workflow management software; experience using Appway workflow tools is an advantage.

    • Understanding and appreciation of infrastructure, e.g. network architecture, application monitoring, containerization, virtualization.

    • Experience with front-end development tools; JavaScript/Angular, complimented with HTML5, CSS, JavaScript, JSON skills & solid programming background in other contemporary technologies.

  • Prior experience that highlights a track record of innovative thinking, the value of good design and experience working with stakeholders to deliver results

  • Experience developing with testing frameworks such as JUnit, Mockito, Selenium, and Cucumber. Working Knowledge of SCM, packaging and build tools – GIT, Jenkins and Maven.

  • Functional Knowledge – Asset and Investment Management:

    • Understanding of the product, operations, and technological needs of Wealth and Asset Management organizations. This includes Financial Products, Investment & Asset Management, Client Onboarding/Account Opening, CRM, Custody, Client Reporting, Private Banking.

    • Understanding the workflow and client/advisor touchpoints throughout the client lifecycle.

Nice to Have Skills

  • Understanding of application cloud deployment and cloud configuration.

Location

Wilmington

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Location

Wilmington, Delaware, United States of America

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