Western & Southern Financial Group

Future Growth Project Manager

Marketing & Public Relations
Full Time


Summary of Responsibilities:

This position plays a key role in the development, implementation, and execution of strategic initiatives that leverage the capabilities and strengths of Gerber Life Insurance (GLIC) to further key Enterprise growth initiatives and business objectives. Responsible for the day-to-day coordination and completion of enterprise-level projects as part of the GLIC Enterprise Digital Customer Acquisition team using a combination of disciplines (process, change, and business, technical). Manages a variety of medium- to large-scale, Enterprise-level Digital Customer Acquisition initiatives simultaneously while serving as the single point of contact. Leads/coordinates all aspects of projects including but not limited to planning/scheduling, scope management, communication management, issue/risk management, resource management, procurement/vendor management, project integration, financial management, change management, and quality management through all portions of the project and development lifecycles such as ideation/conceptualization, rationalization/prioritization, requirements, design, build/configuration, testing, documentation, training, deployment, stabilization, and closure. Sets deadlines, assigns responsibilities/tasks, and monitors and summarizes progress of their assigned projects. Responsible for ensuring that project results meet requirements regarding quality, reliability, schedule and cost. Utilizes expertise and leadership skills to direct staff and to resolve issues to ensure project goals and requirements are met and relies on extensive experience and judgment to plan and accomplish goals. Must be familiar with the system scope and project objectives, as well as the role and function of each team member, in order to effectively coordinate the activities of the team. Reports to the VP, W&S/GLIC Future Growth.


Position Responsibilities:

  • Submits Project Change Control Requests when revisions to scope, schedule and/or budget are required.  Makes recommendations to Program Managers on program-related change requests.
  • Prepares Project Status Reports and provides regular status updates to Program Managers, clients, and stakeholders. Acts as a liaison between the business customer and project team(s) by building cooperative, constructive, effective relationships.
  • Conducts project meetings and is responsible for project tracking and analysis. Performs administrative duties commensurate with the requirements of the organization including data gathering, metrics, and reports, and is accountable for the management of the supporting project budget. Accountable for the successful delivery of assigned projects following established PMO and quality standards/guidelines and provides a single point of contact for those projects. Reviews and ensures that all assigned projects are delivered within the defined scope, quality, time and cost requirements.
  • Facilitates quality systems, continuous process improvement, and project-related change management in accordance with the needs of the organization.
  • Assists as appropriate in the development of all program/project requirements (functional and non-functional) for customers and ensures the implementation of strategies and initiatives to effectively meet or exceed business requirements and customer expectations.
  • Coordinates resource feedback discussions with and provides resource feedback to Program Leads and Program Managers.
  • Manages project-level assumptions, risks and issues to ensure clarity around the challenge, the impact, and the action plan, providing direction/guidance as needed.
  • Manages medium- to large-sized projects from concept through closure ensuring major project activities, milestones and deliverables are planned and tracked and progress is accurately reported using the standard Project instrumentation (project plan, status, assumption, risk and issue log, change control log, budget/estimates, resource plans, funding requests, etc.).
  • Manages Project Plan to ensure that deliverables are on track by providing guidance to team members around assignments, tasks, priorities and timeframes. Drives plan-refresh activities based on direction from Program Manager and input from Program and Project Leads, and updates Project Plan in alignment with the overall Program Plan.
  • Performs other duties as assigned by management.


Selection Criteria:

  • Demonstrated use of strong listening and communication techniques and presentation software.
  • Possesses and displays excellent verbal and written communication and presentation skills with experience conveying information to internal and external customers in a clear, focused and concise manner.
  • Demonstrated experience setting goals and successfully implementing and achieving goals. Proven ability to manage multiple project assignments simultaneously.
  • Proven work experience influencing and directing others to initiate a recommended course of action to solve a problem or increase efficiency. Strong sense of teamwork by working together effectively, respectfully and efficiently with all team members in a work environment.
  • Proven ability to effectively interact and communicate with all levels of staff and management.
  • Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations.
  • Experience identifying, researching and quantifying problems, and assisting in the problem solving and implementation of creative solutions.
  • Proven to be self-motivated and experienced working under limited supervision.
  • Demonstrated experience of going above and beyond the call of duty to assist team members.
  • Demonstrated experience creating and working in a team culture that is committed to collaborative cross-functional relationships and service excellence. Able to motivate co-workers in difficult situations.
  • Demonstrated experience and competence in leading project teams.
  • Demonstrated ability to function on a project level, on application and technical projects.
  • Demonstrated adaptability when required to adjust to multiple demands/deadlines, shifting priorities, ambiguity and rapid change given little or no supervision/direction.
  • Proven experience as a subject matter expert in the discipline of project management.
  • Strong attention to detail with excellent organization skills and proven time management/methods used to manage or prioritize workload demands.
  • Demonstrated project management experience in planning, executing and maintaining a project from start to finish.
  • Minimum of eight years of professional business, marketing and/or IT experience.

Work Setting:

  • This position works primarily in an office setting and requires being in a stationary position for long periods, frequently while working at a desk on a computer or with other standard office equipment, or while in meetings.  Position requires frequent movement of wrists, hands and fingers for continuous computer work.

Educational Requirements:

  • Bachelor's degree in business, finance or IT is preferred or commensurate experience.

Computer Skills and Knowledge of Hardware & Software Required:

  • Proven skills in documentation, spreadsheet and database applications.
  • Proficient in Microsoft Office (Excel, PowerPoint, Word, Access, and Visio).
  • MS Project and SharePoint experience preferred.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • PMI Project Management Professional (PMP) or PMI Agile Certified Practitioner (PMI-ACP) designation preferred.
  • An insurance-related certification (e.g., FLMI, CLU or related industry designation) is not required but helpful.

Position Demands:

  • Extended hours required during peak workloads or special projects and off-hour support.


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