Zinnia Wealth Management

Insurance

• Providing customers and sales representatives with high quality, individualized phone support
• Processing requests for information
• Conducting research and analysis to ensure successful outcomes when complexities arise
• Deliver accurate and prompt resolution of any issues that arise
• Relay necessary information to the customers, sales representatives, or client by both verbal and written communication.
• Answers incoming calls and completes outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Researches and analyzes issues to ensure successful outcomes and or resolution
• Develops relationships with clients and customers by becoming a dedicated resource
• Ensures high quality and consistency to customers by processing and servicing
• Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non-financial transactions and elections available

Associate I, Insurance Platforms

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.

Associate I, Insurance Platforms

Program Manager

Technical Project Manager – III

Software Engineer III