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Implementation Project Management, PMO Lead – Third Party Administration, Life & Annuity Platforms
EXLDelivery executive overseeing TPA Implementation PMO for Life & Annuity Platforms. Driving successful client implementations and operational excellence in a dynamic software solutions team.
Tech Stack
Tools & technologiesAzurePMPServiceNow
About the role
Key responsibilities & impact- Lead the TPA Implementation PMO function, including governance model, operating standards, delivery methodology, and best practices.
- Drive portfolio governance, project health reviews, risk management, and executive reporting
- Oversee large-scale Life & Annuity platform, TPA Operations, conversion, and strategic implementation programs.
- Ensure delivery against scope, schedule, quality, financials, and client commitments.
- Guide Program Managers, Project Managers, and Scrum Masters to drive accountability and execution discipline.
- Own portfolio budgeting, forecasting, resource planning, and utilization
- Govern SOWs, scope, change requests, and contractual delivery commitments.
- Serve as the key liaison across clients, executive leadership, Product, Technology, Delivery, Operations, and cross-functional teams.
- Lead steering committees and governance forums with clear communication of status, risks, decisions, and outcomes.
- Establish a PMO Center of Excellence to standardize tools, reporting, metrics, and delivery practices.
- Build a high-performing PMO team and drive continuous improvement through automation, AI-enabled practices, and operational discipline.
- Own a structured issue, risk, and dependency management process across the portfolio, ensuring early identification, clear ownership, and timely resolution before items escalate.
- Establish a single escalation framework and command structure for critical client and production issues, driving root-cause resolution and reducing repeat escalations.
Requirements
What you’ll need- 15+ years in project/program management, including 5+ years in senior leadership.
- 10+ years leading large-scale software implementation, platform modernization, or business transformation programs.
- Strong experience in Life Insurance, Annuities, TPA, Policy Administration Systems, or Financial Services platforms.
- Hands-on experience managing implementations within a TPA operating model, including conversions, ongoing administration, and multi-application solution landscapes.
- Proven success managing multi-million-dollar portfolios and executive client relationships.
- Experience governing SOWs, contracts, change requests, and delivery financials.
- Proven ability to build and scale PMO organizations and governance frameworks.
- Experience operating in global delivery models and matrixed organizations.
- Strong experience in PMO leadership, portfolio management, and large-scale implementation delivery.
- Deep understanding of Life Insurance, Annuity, Policy Administration Systems, TPA Operations, conversions, and implementation lifecycle.
- Knowledge of Agile, Waterfall, Hybrid, and scaled delivery models.
- Strong financial, commercial, resource, and delivery governance skills.
- Ability to assess project health, risks, dependencies, metrics, and corrective actions across multiple programs.
- Understanding of integrations, data conversion, migration, infrastructure, environments, release, and deployment management.
- Experience with executive dashboards, KPIs, reporting tools, and project health metrics.
- Working knowledge of JIRA, Azure DevOps, MS Project, Smartsheet, ServiceNow, Clarity, and Confluence.
- Ability to apply AI tools, automation, and data-driven techniques to improve PMO effectiveness
- Deep, practical knowledge of how a TPA ecosystem operates end-to-end and how its multiple platforms and applications interconnect across the policy lifecycle.
- Proven ability to bring structure and a consolidated execution plan to complex programs spanning multiple distinct applications and technologies.
- Strong issue, risk, and escalation management discipline, including root-cause analysis and proactive prevention of recurring delivery problems.
- Bachelor’s degree in business, Information Technology, or a related field.
- Strong understanding of project management methodologies for software delivery (Agile, Waterfall, PRINCE2, PMBOK, etc.), financial management, resource planning
- PMP, PRINCE2, or PMO certification.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
ATS Keywords
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Hard Skills & Tools
project managementportfolio managementlarge-scale software implementationplatform modernizationbusiness transformationfinancial governancerisk managementissue managementdata conversionAgile
Soft Skills
leadershipcommunicationaccountabilityexecution disciplinecontinuous improvementproblem-solvingrelationship managementstrategic thinkingteam buildinggovernance
Certifications
PMPPRINCE2PMO certificationBachelor’s degree in businessBachelor’s degree in Information Technology