AVP – Operations Implementation Lead Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and uphold comprehensive project plans, timelines, and documentation.

• Identify project dependencies and critical pathways.

• Raise issues and risks while proposing mitigation strategies.

• Establish end-to-end operational guidelines, process documentation/SOPs, and workflows for implementations.

• Support the creation of training materials and knowledge transfer sessions.

• Collaborate with Product, Technology, Compliance, and Client Services teams.

• Ensure operational readiness for call center, processing, finance and accounting, and compliance teams from day one through the hypercare phase.

• Perform post-implementation reviews.

• Document and verify business requirements for client onboarding, conversions, and new product launches.

• Analyze legacy datasets and field mappings for system design and configuration.

• Confirm account data and reconcile discrepancies across various platforms.

• Assist in the development of reports and dashboards utilizing SQL and Excel.

• Serve as a liaison between clients, internal departments, and third-party vendors.

• Facilitate client and internal training sessions and workshops.

• Ensure that implementations adhere to regulatory requirements and internal standards.

• Conduct UAT/BET testing and quality assurance during system rollouts.

• Document ongoing quality audit processes.

⛳️ Requirements

• Bachelor's degree in Business, Finance, Information Systems, or a related field is preferred, or equivalent work experience.

• 5–10 years of experience in financial services, life insurance, annuity, TPA operations, or implementation roles.

• Familiarity with life and annuity products, including Whole Life, Term, UL, VUL, SPIA, Deferred Annuities, and Riders.

• Strong understanding of third-party administration functions and compliance requirements.

• Experience with policy administration systems such as LifePRO, ALIP, DXC, or similar platforms.

• Excellent communication, analytical, and organizational skills.

• Proficient in data analysis, Excel, and reconciliation techniques.

• Exposure to testing cycles (UAT/BET), defect management, and conversion projects.

• Knowledge of operational risk, compliance requirements, and SOC1 controls is advantageous.

• Ability to work within multi-geo teams (US/India/Philippines).

• Willingness to travel internationally.

🏝️ Benefits

• Work from home / remote work options.

• Competitive base salary range of $120K–$135K.

• Opportunities for potential international travel.