Project Manager, Sr.

Position Summary

The Project Manager, Sr, is responsible for leading end-to-end implementations of new Taft-Hartley clients and lines of business.

The Project Manager, Sr will own the full life cycle-from discovery and requirements through configuration, data conversion, parallel runs and transition to operations-ensuring union trusts, board of trustees, plan sponsors, employer groups and participants receive a seamless, compliant go-live.

The Project Manager, Sr will partner cross-functionally-Operations, IT, Eligibility, Contributions, Claims, Pension/Annuity, Compliance, Call Center, Finance, and Client Services-to stand up services across health & welfare, retirement, and ancillary benefits for multi-employer plans, with laser focus on quality, governance and stakeholder trust.

"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."

Key Duties and Responsibilities

Program Leadership & Governance


* Leads decisively - aligning people, resources, priorities, and risks to consistently deliver outcomes on time and on budget despite complexity and challenges.


* Lead multiple concurrent new-business implementations (medium to complex scale) using a disciplined PMO methodology.


* Establish project governance: RAID logs, stage gates, change control, steering, and executive reporting.


* Create and manage detailed project plans, work breakdown structures, resource forecasts, and budgets.


* Conduct client and project kickoffs, status meetings, vendor coordination, and go-live planning.


* Ensure all workstreams (Operations, IT, etc.) progress on schedule.


* Coordinate cross-functional resources and resolve dependency challenges.


* Keep track, validate, and report on project budget for both internal and external resources (i.e.

Internal time tracking, system vendor hours)

Client & Stakeholder Management


* Partner with Client Services to manage client expectations and communications during the implementation project.


* Facilitate discovery sessions to translate plan documents, trust rules, CBAs, reciprocity agreements, and administrative policies into system and business requirements.


* Build and maintain stakeholder communications-status reports, dashboards, and executive briefings.

Solution Design & Configuration


* Oversee configuration for eligibility rules, contribution remittance, reciprocal clearing, benefit plans, vesting/service credit, pension formulas, COBRA and COB rules, adjudication workflows, and overall operational workflows.


* Coordinate integrations: vendors, employer portals, contribution gateways, banking/lockbox, imaging, member portals, SSO, and reporting.


* Ensure reporting and letter requirements are met.

Data Conversion & Quality


* Govern data migration for member demographics, eligibility history, contribution records, reciprocity, service credit, claims, pension re...