Zinnia Wealth Management

Program Manager

• Provide program-level leadership and direction to cross-functional consulting teams, including subject matter experts, senior consultants, and technical specialists, ensuring alignment with client goals and organizational priorities.
• Forge strong partnerships across internal divisions and with external stakeholders to drive cohesive, outcome-oriented engagement strategies.
• Design and oversee holistic engagement plans for high-impact transformations, balancing priorities and resource capabilities while empowering team members to contribute their unique expertise to the broader delivery vision.
• Optimize resource allocation and capacity planning to ensure high-impact utilization, scalability, and overall project efficiency across portfolios.
• Partner with Consulting Leadership, Sales, Delivery, and Executive stakeholders to scope engagements, validate strategic alignment, and finalize resource and budget estimates.
• Provide executive oversight of project financials, including budget governance, risk management, and revenue optimization across engagements.
• Set and enforce an engagement’s delivery milestones, ensuring timelines are proactively managed and continuously aligned with evolving client needs; and hold team members accountable for delivery quality and communication.
• Deliver high-quality, data-driven project performance insights through executive-level reporting and strategic control metrics.
• Lead client communication with executive presence, fostering trust and transparency through consistent, value-driven interactions.
• Continuously build domain and solution expertise, enabling thought leadership and credibility as an engagement leader.

Technical Project Manager

• Manage changes to the project scope, project schedule, and project costs
• Communicate expectations in accordance with the project plan, in order to align the stakeholders and project team members.
• Measure project performance to identify and quantify variances and perform required corrective actions
• Execute tasks as defined in the project plan.
• Create a project organization structure by defining roles and responsibilities
• Identify and mitigate project risk impacts on the project.
• Record detailed customer requirements, constraints, and assumptions with stakeholders in order to establish the project deliverables, using various requirement-gathering techniques (e.g., planning sessions, brainstorming, focus groups)
• Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness,
• Communicates and provide support to stakeholders to establish strong rapport.
• Demonstrates Zinnia's core values and beliefs.

Technical Project Manager – III

Full-stack Engineer

• Work as part of a global, cross-functional team to develop innovative software for Zinnia’s stakeholders.
• Contribute to projects by creating well-designed, customized, testable, and efficient code for Life & Annuity Exchange platforms.
• Assist our teams in providing ongoing support, troubleshooting, improvements, or custom enhancements to existing Life & Annuity Exchange platforms.
• Flexibility to support the challenging development and delivery needs of Zinnia.
• Collaborate with our global teams, internal stakeholders, and customers.
• Ability to work in a fast-paced environment, recognize and react to changing business needs and effectively prioritize tasks.
• Must be self-motivated and able to work independently and in conjunction with team members and business units. Enthusiasm and flexibility to work on a variety of projects.

Software Engineer III

Financial Planning and Analysis

• Perform data-driven financial modeling and scenario analysis
• Develop and maintain pricing models
• Work closely with corporate development, sales, marketing, and tech teams
• Develop and maintain revenue KPIs
• Monitor industry trends and competitive pricing strategies
• Analyze client and product profitability
• Assist in preparing reports and presentations for senior management
• Support annual budgeting and forecasting processes

Finance Manager – Commercial Strategy, Pricing

Sales

• serve as the first point of contact for prospective customers via the phone
• demystify the industry jargon and make life insurance easy to understand
• use a consultative sales approach to guide customers through the application process and fulfill their needs via a full suite of term and permanent life insurance product offerings
• work closely with sales teammates to solve complex client problems
• continuously improve your performance in a metrics-driven environment, directly impacting your earnings
• have access to consistent 1:1 coaching, ongoing learning and development opportunities, and mentorship
• ensure prospective customers receive unparalleled service

Associate II, Life Sales

Solutions Engineer

• Lead initial project scoping and analysis activities, including pricing exercises and impact assessments.
• Facilitate detailed Solution Definition meetings, ensuring all relevant stakeholders and materials are included to achieve a cohesive solution.
• Conduct solution planning sessions to align cross-functional teams and ensure clarity in delivery objectives.
• Leverage your knowledge of client implementations, operations, and Zinnia’s business offerings to ensure solutions are practical, aligned, and scalable.
• Act as the voice of the customer—translating business objectives into actionable Zinnia solutions that adhere to our IT and architectural frameworks.
• Identify opportunities for process improvement, innovation, and efficiency within client engagements.
• Support the estimation and proposal process by clarifying scope, dependencies, and risks.
• Partner with cross-functional teams (Operations, Technology, Finance, Compliance, Tax) to ensure comprehensive solution design.
• Assist with internal and external training initiatives to build organizational knowledge and support the ongoing evolution of delivery best practices.
• Serve as a trusted advisor, ensuring every client solution supports both strategic goals and operational realities.

Senior Solutions Consultant

• Architect and build: Design, document, and evangelize API standards and best practices across all Zinnia APIs.
• Hands-on coding: Write high-quality, maintainable, and performant code to build reusable frameworks and services.
• Lead API delivery: Partner with and guide the Enterprise API team to deliver scalable and highly performant enterprise-grade APIs.
• API governance: Implement API gateway capabilities (traceability, monitoring, security, analytics) and recommend improvements for the full API lifecycle.
• API documentation: Maintain high-quality API documentation using Swagger or similar tools to ensure clarity, consistency, and ease of use for internal and external consumers
• Code quality: Conduct code reviews and ensure alignment with architectural principles, standards, and design patterns.
• Technical guidance: Make critical design decisions, provide architectural oversight, and mentor developers.
• Integration: Work with IAM solutions and cloud-native services to secure and scale APIs.
• Collaboration: Partner cross-functionally (product, security, DevOps, infra) to ensure API strategy aligns with enterprise goals.
• Innovation: Stay current with emerging technologies and bring ideas to improve scalability, performance, and developer experience