Director, Annuity Initiatives

Career Opportunity

Role Title

Director, Annuity Initiatives

Purpose of role

This role is responsible for leading the end-to-end planning, execution and change management for all annuity commercial initiatives. This role oversees cross-functional programs including product launches, product enhancements and annuity initiatives that do not require IT resources. This role serves as the central point of coordination between Product, Marketing, Distribution, Finance, IT, Operations, Legal, Compliance, and Risk to ensure initiatives are delivered on time, with appropriate change management, within scope, and aligned with enterprise objectives. This position requires strong annuity business knowledge, excellent leadership and collaboration skills and structured program management discipline.

Job Description

Key Responsibilities

• Lead large-scale, cross-functional annuity initiatives from concept to implementation through the development, monitoring and execution of implementation plans; work closely with IT PMO, where applicable
• Establish program charters, governance structures, timelines, and success metrics
• Manage interdependencies across multiple workstreams and business units
• Responsible for owning stakeholder experience (agent, member and employee) through the creation and implementation of a change management plan. Through being the voice of the stakeholder, this role would foster a culture where concerns of the end-user are considered from the onset to the end of projects
• Proactively identify and mitigate risks to ensure timely and successful delivery
• Co-facilitate steering committee meetings with IT PMO while providing clear executive-level reporting
• Align stakeholders on scope, priorities, and resource allocation
• Escalate issues appropriately and drive resolution across departments
• Drive continuous improvement across product development and implementation processes
• Monitor post-implementation results and ensure transition to business-as-usual operations
• Promote and ensure strong documentation and controls
• Lead and mentor team supporting the annuity business as it grows

Key Qualifications

• Bachelor’s degree in Business Administration, Management, Project Management, or Mass Communication
• Strong understanding of annuity (or life) product lifecycle including pricing, filing, implementation, and distribution
• Project Management Professional (PMP) Certification required
• MBA in Executive Management preferred
• 10+ years of project management experience
• 3+ years of annuity (or life) program management experience
• Exceptionial organizational, communication, and stakeholder management skills
• Experience managing complex timelines and resource plans across all business areas

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Salary Range:

 

The actual base salary for this position will depend on several factors, including job-related skills, experience, and education. In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Please note that this posting is intended to fill an existing vacancy; however, there may be instances where more than one vacancy is available for the same role.

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.