Implementation Analyst – Manager

EXL

Implementation Analyst responsible for executing operational processes and supporting client onboarding in financial services industry. Collaborating across departments for smooth implementation and compliance oversight.

Posted 6/4/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and execute the implementation of operational processes and systems.
Support new client onboarding, system conversions, and product implementations.
Collaborate across departments for smooth onboarding and process optimization.
Conduct post-implementation reviews to assess success and identify areas for improvement.
Ensure compliance with regulatory requirements and internal standards during implementations.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Information Systems, or related field or equivalent work experience.
3–5 years of experience in financial services, life insurance, annuity, TPA operations, or implementation roles.
Familiarity with life and annuity products (Whole Life, Term, UL, VUL, SPIA, Deferred Annuities, Riders, etc.).
Strong understanding of third-party administration functions and compliance requirements.
Experience with policy administration systems (LifePRO, ALIP, DXC, or similar).
Excellent communication, analytical, and organizational skills.
Strong skills 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 a plus.
Strong interpersonal skills with ability to work in multi-geo teams (US/India).

Benefits

Comp & perks

Remote work
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisExcelreconciliation techniquespolicy administration systemsUATBETdefect managementconversion projectsoperational riskcompliance requirements

Soft Skills

communicationanalyticalorganizationalinterpersonal