Architecture & Design, Marketing & Product Development
4 Year Degree
The Forms and Regulations Manager is responsible for leading a Data Architect and a team of Business Analysts in the production of high-quality form outputs that can be leveraged on the Unity NXT Regulatory Reporting platform. The Forms and Regulations Manager is primarily responsible for the technology, staffing, development, effectiveness, and ongoing continuous improvement of the form construction team. This position manages a team that works with our internal tools and resources to define and configure regulatory disclosures for new and existing clients. He or she will be responsible for reviewing and implementing process and tracking to deliver forms to the market in order to introduce new market opportunities for Confluence. The Forms and Regulations Manager will need to take a “hands-on” approach by participating in build discussions, form reviews, planning sessions and other technical discussions. Occasionally, the Forms and Regulations Manager may take on form construction or testing tasks to assist the team and get a better understanding of the forms and technology stack. Additionally, the Manager of Forms and Regulations works as part of a cross-functional product development team initiating and driving solutions on the Unity NXT Regulatory Reporting platform.
Set the direction for the Form Construction team by defining goals, objectives and schedules for the team that are aligned with business and overall Product Management and Product Development team goals
Manage the activities of individual contributors:
Recruit, hire, train, coach, and facilitate success
Conduct effective one-on-one meetings.
Manage and coach toward successful completion of goals and employee development plans.
Conduct performance appraisals, identifying strengths and weaknesses and offering coaching in required areas
Conduct pay reviews
Conduct Performance Improvement Plans and terminations, if applicable
Provide training and follow-up
Direct the design and development of the Form Construction team to support company form creation objectives
Define, implement and improve the form construction processes and tools used to develop quality software products
Create and maintain relationships with internal and external resources
Work with cross-functional management and technology teams to develop strategies to improve technology and enhance the form process
Provide guidance to ensure product/regulatory requirements are aligned to the strategic model and roadmap
Provide technical support to team members
Lead the team in project and product release planning processes
Accountable for the delivery of projects within schedules and timelines
Stay current with technology trends and lead team-wide continuous learning activities
Occasionally acts as Individual Contributor to maintain working knowledge of software development practices, technologies, tools and challenges
Requires six or more years technical/relevant experience in software development or fund administration with one or more years managing and leading teams
Bachelor’s degree in Business, Accounting, Economics, Computer Science, Information Systems or equivalent required
Ability to effectively prioritize and manage multitask, strong attention to detail and thoroughness, self-motivated, willingness to take the initiative, excellent organizational and communication skills
Ability to identify and articulate opportunities for improvement
Familiarity with database operations, SQL scripting; NoSQL experience preferred
Experience working in an Agile software environment using Scrum
A proven record of leading teams to successfully deliver on time solutions
Expertise at creating high-performing teams focused on team success over individual recognition
Proven success developing, mentoring and coaching software engineers of various experience levels
Takes initiative in planning tasks, removing obstacle, and closing knowledge gaps
Ability to collaborate cross-functionally
Knowledge of Mutual Funds, Insurance or Financial Services is desirable
Excellent written and verbal communication and presentation skills
Act in accordance with and is an ambassador of our company values - Integrity, Imagination, Discipline and Service
Who is Confluence?
Confluence is a global leader in software products and solutions.? We are proud of our collaborative and forward-thinking culture which provides challenging yet rewarding opportunities while fostering professional growth. We have even received awards for our agile software development process. Our team members constantly strive to think creatively and innovate, sometimes even resulting in positive disruption. If this sounds like a culture in which you would thrive, Confluence could be the place for you.