What are the responsibilities and job description for the Associate Vice President Professional Services PMO position at iPipeline?
Overview:
At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional - and we’ve created a place where our employees love to come to work, every single day.
Come join our team!
About iPipeline
This is an office-based position.
Responsibilities:
Qualifications:
Benefits:
As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients.
At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
We’re proud that we’ve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we’ve built for our nearly 900 employees around the word is exceptional - and we’ve created a place where our employees love to come to work, every single day.
Come join our team!
About iPipeline
Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.
iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.
This is an office-based position.
The Associate Vice President (AVP), Project Management Office (PMO) is responsible for establishing and leading a newly formed Project Management Office within the Professional Services (PS) organization. The PMO serves as the centralized function for project governance, delivery excellence, methodology execution, resource and capacity planning, and continuous improvement. This leader will build and operationalize delivery standards to ensure speed-to-value, quality outcomes, and repeatable success across all customer-facing engagements.
Strategic Leadership & Governance
- Define and maintain the charter of the PMO aligned with PS and company strategy.
- Develop and enforce project governance frameworks, quality programs, and operating models.
- Represent PMO across executive leadership, sales, product, customer success, and finance.
Execution of the PS Engagement Management Methodology
- Lead the definition, deployment, and ongoing improvement of the PS EMM.
- Establish scalable delivery methodologies (Agile, Waterfall, Hybrid) tailored for client needs.
- Institutionalize a “rinse and repeat” mindset to improve delivery efficiency and consistency.
Project Oversight & Operational Excellence
- Oversee the health of the professional services portfolio, including on-time delivery, margin performance, and client satisfaction.
- Monitor and report on key performance indicators (KPIs) including project success metrics, velocity, risk flags, and quality trends.
- Drive risk management protocols across delivery engagements.
Standardization & Continuous Improvement
- Develop and maintain project templates, tools, best practices, and documentation standards.
- Support and lead post-project reviews, lessons learned, and process optimizations.
- Build a culture of continuous improvement with a focus on delivery excellence.
Capacity & Resource Planning
- Own the resource and capacity planning process, aligning project demand with available skills and headcount.
- Partner with sales and staffing leads to forecast needs based on pipeline activity.
Talent Development & PM Coaching
- Lead onboarding, training, and coaching of project managers.
- Set expectations for project leadership behaviors and delivery accountability.
Qualifications:
- Expert business knowledge with comprehensive understanding of the organization, functional area(s), industry trends, and financial strategies
- Serve as a model for business maturity
- Demonstrated and sustained leadership competencies
- Proven ability to lead a Project Management Office (PMO) including P&L ownership, team leadership and offering development
- Strong business acumen with demonstrated experience in driving C-level engagement and enterprise transformation
- Expertise in standing up a PMO function and implementing delivery methodologies, digital transformation, and customer success strategies
- Exceptional communication, leadership and organizational change skills
- Minimum ten years of recent, advanced program or project management skills with experience in organizing, planning, and executing multiple large-scale projects and programs from definition through implementation
- Demonstrated experience building and operationalizing Enterprise PMO structures, frameworks, and governance models
- Strong track record of leading prioritization, resource planning, and integrated delivery processes
- Familiarity with portfolio management and technical planning tools (e.g., PPM platforms, Agile tools, ERP systems)
- Proven success engaging cross-functional leaders and driving execution in a complex, matrixed environment
- Ability to make decisions of very high complexity, often autonomously
- Comprehensive knowledge of full lifecycle project management, software development lifecycle, Agile development methodologies (Scrum, Kanban, SAFe), package implementations, infrastructure deployment methodologies, IT transformation projects and industry best practices
- Exceptional verbal/written communication, collaboration, negotiation and influencing skills to lead an environment driven by customer service and teamwork; ability to direct, motivate and empower others to work towards the organization's goals, ensuring efficient allocation of resources across multiple functions; able to ensure execution of strategic initiatives for the organization; capability to address emerging opportunities and how organization should be organized/staffed to realize them
Benefits:
We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program – all in a creative, fast-growing, and innovative company.