Director, Head of Portfolio and Project Management
Hartford, CT
Full Time
Mid Level
Director, Head of Portfolio and Project Management
REPORTS TO: Chief Executive Officer
DEPARTMENT: Project Management
FLSA STATUS: Exempt
TRAVEL: As Required but no more than 10%
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: Hartford, CT (hybrid 4 days in office and 1 remote)
COVR TECHNOLOGIES OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.
Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
The Project Management Office (PMO) enables project management through a series of capabilities, processes, procedures and centralized governance across programs, projects, and operational change management and transformation. This is a high visibility and high impact role in the organization focusing on large scale project delivery and managing the overall roadmap for technology planning and deployment.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
REPORTS TO: Chief Executive Officer
DEPARTMENT: Project Management
FLSA STATUS: Exempt
TRAVEL: As Required but no more than 10%
WORK SCHEDULE: M-F, may need to flex times due to business needs
LOCATION: Hartford, CT (hybrid 4 days in office and 1 remote)
COVR TECHNOLOGIES OVERVIEW:
Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers.
Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes using A.I. technology. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun!
JOB SUMMARY:
The Project Management Office (PMO) enables project management through a series of capabilities, processes, procedures and centralized governance across programs, projects, and operational change management and transformation. This is a high visibility and high impact role in the organization focusing on large scale project delivery and managing the overall roadmap for technology planning and deployment.
ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES:
- Help build and prioritize the portfolio of Covr’s projects within and across project categories. Solidify 12 month firm-wide technology roadmap and initiative portfolio
- Lead major initiatives across business sectors and partners and manage projects to completion, on time and budget; which could include new account implementations or major product builds
- Create linkages between business group and technology team by working with the Product Managers and Business Analysts for full integration
- Build and facilitate processes so product teams can work on a self-directed and soft facilitated basis
- Establish project budget tracking and partner with CFO to develop efficient billing system to charge for custom technology builds
- Support CEO, CTO and senior leadership team with enterprise wide initiatives, communications and delivery
- Set standards for information related to project planning, execution, issue escalation, reporting, and lessons learned (when applicable), at the enterprise level and across the organization
- Create executive management reporting on enterprise program/project initiatives and operational changes
- Lead design sessions, working closely with business owners and development leaders to plan and organize requirements.
JOB SPECIFICATIONS/QUALIFICATIONS:
- Bachelor's degree required, advanced degree desirable
- 5+ years of experience in project management, transformation and/or organizational development experience; with PMP designation preferred
- 2+ years of experience in life insurance, InsurTech, and/or financial services (broker dealers, banks and/or insurance distribution)
- Strong PowerPoint and excel skills
- Prior experience building and creating a scalable PMO Office in early-stage companies preferred
- Familiarity with scrum and agile methodology and key tools; Confluence and Jira
- Ability to holistically problem solve and “drive to yes” by clearly defining goals, connections, and interdependencies.
Compensation and benefits:
- Salary: $120,000-$140,000 based on experience
- Bonus: % of base salary
- Equity: equity grant in Covr in the form of stock options
- Paid time off (PTO) – 20 days (equivalent to 4 weeks)
- Paid holiday’s – 11 days
- Medical, Dental, Vision, 401k, etc.
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