Hybrid Senior Associate, Firm Integration at Magis Capital Partners LLC/ FIDx

Job Description:    Senior Associate, Business Integration Testing

About the Opportunity: The Firm Integration Senior Associate will be responsible for independently leading small firm testing projects and for supporting larger ones. You will be responsible for the planning and execution of multiple varieties of firm testing and platform readiness exercises throughout our clients’ tenure on the Insurance Exchange (iX) platform. Projects for which platform testing is required include, but are not limited to, iX on-boarding projects, new product additions for live firms, delivery of new software features, and delivery of new integrations with Annuity Order Entry (AOE) providers. The scope of testing includes native iX features, capabilities defined in the firm’s Business Requirements Document (BRD), and end-to-end business integration testing with insurance carriers. The Firm Integration Senior Associate will work directly with a Firm Implementation lead to understand client business requirements, customized client workflows and user acceptance criteria and will be accountable for test execution and for documenting results.   You will collaborate with the Product Management and Quality Assurance (QA) teams to ensure that development items are thoroughly tested and that defects are identified and addressed in a timely manner. You will develop and execute comprehensive test plans and maintain related documentation, which will be referenced by both internal and external stakeholders. You will collaborate with the FIDx Technology team to automate and improve testing processes and environments where possible.

Responsibilities

Test Strategy Development

• Participate in discovery sessions with the Firm Implementations team and the client to identify, define, and document business requirements for iX workflows.
• Develop and document firm testing strategies and comprehensive test scripts tailored to the scope of each firm’s business requirements, inclusive of operational processes and platform functionality.
• Review and refine test strategy documents with internal and external stakeholders to ensure all parties are aligned on the scope, risks, dependencies, and assumptions prior to the start of testing.
• Collaborate with internal stakeholders to develop, document and maintain set of testing best practices to standardize testing procedures for maximum effectiveness and efficiency.

Test Execution

• Collaborate with internal teams to ensure that development items are fully tested and ready for deployment to UAT and Prod environments in accordance with project timelines.
• Conduct end to end business integration testing with insurance carriers to ensure 3^rd party systems (e.g., Annuity Order Entry) function as expected and to facilitate seamless client annuity workflows.

• Schedule and lead firm testing meetings and calls at a regular cadence. Proactively communicate and address open items per the project’s published milestones and timeline. Report progress and roadblocks and escalate where appropriate.

• Manage scope of firm testing efforts, drive deliverables, and execute comprehensive testing to verify client workflows work as designed (or to clearly communicate that they do not, highlighting associated risks) with help from the client’s Firm Implementation lead.
• Collaborate with Technology team to streamline, automate and improve testing processes where possible. Strive to mitigate risks, inefficiencies, and cost of testing processes at all times.

Client Management & Advocacy 

• Lead and manage firm testing calls and meetings. Clearly explain firm testing strategy, project milestones and status, and provide explanation of testing related defects with minimal assistance from Firm Implementation lead.
• Escalate firm testing issues with the client as appropriate, clearly communicating project dependencies, risks and implications.
• Work with Firm Implementation lead to accept and track implementation related client feedback and incorporate requests for new platform functionality and capabilities in standard process where appropriate.
• Maintain comprehensive repository of client related documentation. Artifacts include but are not limited to:  Business Requirements Documents, test scripts, product lists, carrier lists, etc.
• Act as a client advocate, ensuring that the client's perspective is always taken into consideration during decision-making processes.

Team Leadership

• Manage Jira and Monday.com defect queues to ensure all submitted items are properly ticketed and assigned to the correct team(s) for resolution.
• Participate in regular check-ins with the Firm Integration team to review testing status and open items trackers, ensuring open items are progressing toward resolution.
• Schedule and lead internal and external meetings to review testing strategy for client deliverables.  
• Provide feedback to internal stakeholders to inform Insurance Exchange roadmap and improve client experience.

Qualifications

• Bachelor's degree in Business Administration, Computer Science or a related field
• Proven experience (1-3 years) of project management, business analysis or similar experience required
• Strong understanding of Investment Management Operations processes. Knowledge of broker dealer / RIA technology and procedures preferred.  
• Experience implementing or testing technology at broker-dealers and RIAs preferred
• Experience developing test plans preferred 
• Ability and willingness to learn quickly by dong in fast-paced, quickly evolving business environment
• Strong organizational skills and the ability to manage multiple projects and priorities simultaneously
• Strong analytical, critical thinking, and problem-solving skills 
• Excellent attention to and retention of detail
• Process orientation
• Enthusiasm for data and data analysis
• Excellent interpersonal and communication skills and the ability to build strong relationships and effectively communicate with colleagues and clients at all levels
• Ability to synthesize complex client requirements and deliver solutions
• Self-motivated and able to work independently while also being a team player
• Passion for delivering exceptional customer experiences and driving client success

Additional Requirements

• Periodic travel and flexible working hours will likely be required to support client project milestones
• Periodic weekend post-deployment release testing required
• Strong Excel, Word, Power Point, and Lucid skills required  
• Proficiency in using project management tool like JIRA, Monday.com and other relevant software applications
• Candidate must demonstrate initiative, be self-assured, and remain poised and professional in high pressure situations 

Benefit Offerings for Full-Time employees

• Medical  
• Dental
• Vision
• Life Insurance
• Parental Leave
• Short-term disability
• 401k Match
• Vacation, Sick & Holiday paid time off  
• Employee Assistance Program 
• Pet care discounts 

 Expected Hours of Work

The work schedule for this position will be primarily Monday - Friday during typical business hours; however, based on the operational needs of this rapidly growing company, some work outside of typical business hours may be required. Working extended business hours or weekends will be required on occasion to support code deployments and on-boarding project schedule and deadlines.  

 Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position. This position is classified as Exempt and not eligible for overtime pay. 

 Magis Capital Partners LLC/ FIDx is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law. We are not able to sponsor Visas of any kind at this time.