PRT Operations Associate

F&G

. Assist with the management and enhancement of relationships with potential and existing PRT clients .

Posted 10/23/2026full-timeRemote • United StatesMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client management within financial services, particularly in pension and pension risk transfer. Capable of managing project plans, coordinating transitions, and ensuring compliance with state exams and audits.

Highest-signal resume keywords

Client ManagementFinancial Services ExperienceProject CoordinationCommunication SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pension Risk TransferPremium ReconciliationAnnuity Exhibit PreparationIntegration Project PlanningProcess Improvement

Soft Skills

Relationship BuildingCollaborationOrganizational SkillsAdaptabilityDocumentation Skills

Industry Keywords

Financial ServicesPension ManagementThird-Party AdministratorState ExamsAudits

About the role

Key responsibilities & impact

Assist with the management and enhancement of relationships with potential and existing PRT clients
Serve as a point of contact for PRT clients and the Third-Party Administrator throughout transaction integrations
Participate in updating and evolving each client’s Integration Project Plan
Participate in regular client meetings to review project progress, address concerns, and adapt plans based on client feedback
Coordinate and execute transition activities from kick-off through certificate delivery
Manage premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other critical deliverables
Collaborate with Pricing, Valuation, and Treasury to manage transactions effectively
Document team procedures
Assist with ongoing administrative issues related to covered annuitants
Assist in preparing information for state exams and audits
Perform other functions, duties and projects as assigned
Report to the Director, PRT Client Management

Requirements

What you’ll need

Minimum of 3 years of applicable experience in financial services
A focus on client management with pension and/or pension risk transfer is a plus
Bachelor’s degree in finance, economics, business, a related field, or equivalent experience
Ability to build effective relationships and work collaboratively across F&G and with new and existing clients
Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner
Strong attention to detail and accuracy along with excellent organization and documentation skills
Demonstrated ability to perform effectively in an environment of constant change
Demonstrated ability to deliver required results
Demonstrated ability to improve processes
Regular and punctual attendance
Minimal travel required (less than 10%)

Benefits

Comp & perks

Ability for in-office, hybrid and remote work arrangements, decided with the leader during the hiring process
Minimal travel required (less than 10%)
Reasonable accommodations for applicants and candidates with disabilities
Equal opportunity employer