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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing complex programs and portfolios within financial services, with a strong focus on Fixed Indexed Annuities products and their implementation. Proficient in project management methodologies, including Agile and Waterfall, and skilled in vendor management and executive communication.
Highest-signal resume keywords
10+ Years Leading Complex ProgramsDeep Knowledge of Fixed Indexed AnnuitiesHands-On Experience with FAST and FireLightStrong Grounding in Agile and WaterfallPMP or Agile Certification Preferred
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementPortfolio GovernanceRAID ManagementBudget ManagementProduct Launch ManagementRequirements GatheringUAT OversightVendor ManagementAgile MethodologiesWaterfall Methodologies
Soft Skills
Executive CommunicationCross-Functional CollaborationDecision-MakingProblem-SolvingAccountability
Tools & Technologies
JiraMS ProjectSmartsheetLumaFASTFireLight
Certifications & Qualifications
PMPAgile Certification
Industry Keywords
Financial ServicesFixed Indexed AnnuitiesAnnuity ProductsGovernanceOperational Impacts
Tech Stack
Tools & technologiesPMP
About the role
Key responsibilities & impact- Build and implement the initiative roadmap to execute FIA strategy and scale the business
- Manage the integrated FIA initiative portfolio covering product launches, enhancements, technology, operations, and distribution readiness
- Set priorities with sponsors based on business value, risk, and capacity
- Secure cross-functional alignment across Product, Actuarial, Technology, Operations, Legal, Compliance, Finance, Distribution, and Marketing
- Drive decisions without direct authority
- Develop and manage detailed project plans, schedules, milestones, RAID logs, dependencies, and status reports
- Manage portfolio governance and steering committees
- Present consolidated insights to program sponsors and senior management
- Manage portfolio budgets and forecasts with Finance
- Oversee third-party vendors and coordinate delivery across multiple vendors
- Set expectations for planning, reporting, and escalation and hold teams accountable
- Act as project manager for priority or complex initiatives
- Deep dive into initiatives and outcomes to remove roadblocks and solve emerging issues
- Oversee delivery from requirements through testing, UAT, cutover, go-live, and stabilization
- Provide informed challenge on FAST, FireLight, and related integrations
Requirements
What you’ll need- 10+ years leading complex programs or portfolios in financial services
- Deep knowledge of Fixed Indexed Annuities products, implementation requirements, operational impacts, and industry practices
- Proven experience delivering FIA or annuity products from concept through launch
- Hands-on experience with FAST and FireLight
- Experience overseeing several concurrent projects and leading project managers
- Personal management of annuity implementation projects
- Strong grounding in Agile, Waterfall, and hybrid methods
- Experience with governance and RAID management
- Hands-on skill with Jira, MS Project, or Smartsheet
- Strong vendor management and executive communication skills
- Bachelor's degree or equivalent experience
- PMP or Agile certification preferred
- Luma or similar platforms are a plus
Benefits
Comp & perks- Incentive programs and incentive compensation tied to business and individual performance
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension/401(k) savings plans
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time (or more where required by law)
- Statutory leaves of absence
- Flexible environment
- Learning and career growth support
- Reasonable accommodation during the application process
