Implementation manager job description

Role Summary/Purpose:
As a Manager, Credit Infrastructure team, you will have the opportunity to work on major business initiatives that contribute to SYF's growth and productivity objectives. In this role, you will have the responsibility of managing multiple strategy implementation assignments supporting the any one or multiple Credit Life Cycle(Acquisition, Account Management, Transaction Fraud, Collections & Recoveries) function & will work directly with the business, IT and strategy teams. As a Manager, you are required to be proficient in handing projects and engaging with stakeholders independently.

Essential Responsibilities
Undertake ownership of strategy implementation and validation, code changes to implementation platform(s) for CreditManage projects independently to ensure successful implementation of strategies, tools and processes Work on several different projects simultaneously, of varying complexity and length.Support operational credit team in response to internal and external audit requests. Undertake ownership of the CTC process and able to support audit teams.Able to design automations around various processes Assurance of six sigma rigor in strategy development, implementation, and monitoring.Should have adequate experience in project management and change delivery.Proactively manage efforts to maintain stakeholder satisfaction, and quantify project benefits delivered Develop and support Best-in-class analytic solutions.Strong understanding of agile framework.

Qualifications/Requirements
Bachelor's degree in B.Tech, Science or any Engineering background Minimum 7+ years of relevant experience in consumer/commercial credit card & lending management business Strong Technical abilities and hands on experience with strategy implementation platforms viz. Power Curve, Strategy Design Studio, FICO DMP, Open L, Advance DefenseHands-on Experience using SAS, SQL, Python & Unix, Mainframe, VBA, ExcelDemonstrated project management experience with extreme attention to detail, report accuracy, data integrity, and team focus.Strong interpersonal and communication skills, including the ability to work effectively with a wide range of end users.Ability to communicate technical information effectively, both written and verbal.For Internal Applicants: Understand the criteria or mandatory skills required for the role, before applying.Inform your Manager or HRM before applying for any role on Workday.Ensure that your Professional Profile is updated (fields such as Education, Prior experience, Other skills) and it is mandatory to upload your updated resume (Word or PDF format) Must not be any corrective action plan (First Formal/Final Formal, PIP) Employees who have completed 18 months in the organization and 12 months in current role and level are only eligible.Level 8+ employees can apply

Desired Characteristics
Advance SAS/SQL, COBOL, JCL, Java, C, C++ programming capability/proficiency.Exposure to Big Data technologies

Grade/Level: 09

Job Family Group:
Risk Management

Implementation Manager - CRM

Location: Birmingham or Edinburgh (Hybrid working)

About the role
The role primary focus is on implementing Wealthcraft CRM for new clients, capturing their operational requirements, configuring our product within their firm and then embed its use to the point it can be described as business as usual.

In this role you will
Setting up of new Dynamics instance and configuration.Work closely with Adviser Firms, internal product development teams and senior management.Training client firms, advisers, paraplanners and administrators on how to use Wealthcraft.Managing client data import onto Wealthcraft.Providing demonstrations both remotely and in person.Providing input to the product team on requirements.Working with the development team to bring new functionality into the software.User acceptance testing of product features.Communicating changes for new releases.

What you need to be successful
Min 2 years' experience in a CRM for financial services.Strong understanding of how to manage a project (Prince2, PMP or PMI would be very beneficial) Ability to communicate to stakeholders on the implementation/project and build effective relationships Ability to multi-task with various tasks and various clients Ability to work independently

Who We Are
At Morningstar, we strive to Empower Investor Success. We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' needs. Our solutions pave the way for investors to achieve their goals with confidence. The Morningstar Wealth Platform allows investors and advisers to collaborate through their financial journey with seamless and enjoyable digital experiences. By learning through data and engagement, we build products and offer services that connect people to the financial information and tools they need. Our mission is to enhance the education, engagement, and experience for the investor.

P04_PlumSoftwareLimited
Plum Software Limited Legal Entity

If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentially to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at our Depew, New york office.

The role holder is responsible for turning revenue opportunities brought by GLCM Sales, RM's and Client Service Officers into realized revenue. This position manages the end-to-end customer implementation function for Global Liquidity and Cash Management (GLCM), ensuring policies, procedures and work tools are in place to support the function.

They will also ensure all new and existing business relationships for complex, high-value clients, including local and Group relationships, are managed to successful completion to achieve total customer satisfaction and optimized revenue. Primary focus will be project management and delivery of commercial card implementations, inclusive of the following program types:
Travel & Entertainment Purchasing Card One Card Virtual Card

About Us

HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfill their hopes and realize their ambitions.

Manage the end-to-end client implementation process Ensure a direct bottom line impact by enabling the flow of new revenue through the client implementation process Ensure a direct impact to customer perception of HSBC by providing a high quality on-boarding experience Provide a positive and professional onboarding experience for all new customers Manage and coordinate complex GLCM client implementation plans involving a wide range of commercial cash management products for key country and Group business relationships Establish and develop close working relationships with pertinent country and Group offices and operational areas to facilitate efficient customer implementation Manage the resolution of client issues via e-mail, telephone or in-person in a timely and accurate manner Monitor system performance and ensure customers are notified of delivery delays and system-related issues



Requirements


Employment eligibility to work with HSBC in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Minimum of 8 years proven and progressive cash management/treasury product set-up and management experience or equivalent. Qualification to a University Degree and/or training courses. In-depth knowledge of commercial card products, concepts, solutions and tools. TSYS MasterCard SmartData CenterSuite First Data CardSight Billing Structures & Reporting Hierarchy Merchant Block Strategies MasterCard CDF Files Proven ability to deliver creative and flexible customer solutions. Ability to understand a customer's business and the fundamentals of running a business Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues Ability to interact with business customers at all levels Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders Excellent time management, planning and organisation skills Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations Strong analytical skills Project Management skills

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!

For this role, which is expected to be performed in Depew, New York, HSBC targets a fixed pay range between $57,500 and $86,300.

The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.

At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.

US HSBC is posting salary ranges for select roles as a part of a pilot program concerning pay transparency. Ranges are not included on all US HSBC job adverts at this time.

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.