Dave Mann
Head of Solution Design (Client Onboarding) @Iress
Warwick, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2023 — Present
Head of Solution Design (Client Onboarding) @Iress
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I lead two talented teams of specialists. One team is responsible for the smooth onboarding of new clients onto our flagship Essentials and Plus propositions. The other team maintains the user experience once they are onboarded. The aim for us all is to ensure we provide the best possible client experience from the time they sign the service agreement. We constantly engage, listen, react and measure.
SKILLS
User Acceptance TestingStockbrokingRequirements SpecificationProject DeliveryManage Client ExpectationsPeople ManagementWaterfallGeneral InsuranceTerm Life InsuranceStakeholder ManagementQuality CenterRequirements GatheringResource ManagementOutsourcingRequirement SpecificationsOutstanding People SkillsMentoringResidential MortgagesSoftware DocumentationManagementLine ManagementFinancial ServicesWealth ManagementCmsBusiness Process ImprovementBusiness AnalysisHtmlXmlDocumentationBusiness RequirementsClient Relations SkillsMicrosoft ExcelIntegrationRequirements AnalysisClient LiaisonSystem TestingRapid PrototypingHp Quality CenterChange ManagementWire Framing
ABOUT DAVE MANN
A positive, motivated and personable financial services industry professional with over…
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