Firm Summary:
Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios.
Position Summary:
The Project Manager is responsible for leading the planning, execution, and delivery of projects on time, within scope, and within budget. This role oversees cross-functional teams, ensures alignment with business objectives, and drives effective communication between stakeholders. The ideal candidate is highly organized, proactive, and skilled at managing multiple priorities with exceptional communication skills in a dynamic environment.
Position Responsibilities:
Develop and manage project plans, timelines, budgets, and resource allocations.
Collaborate with leadership to prioritize and align projects with strategic business goals.
Define project scope, goals, and deliverables in collaboration with stakeholders.
Lead cross-functional teams to ensure timely and quality delivery of project objectives.
Identify, assess, and mitigate project risks and issues; escalate when necessary.
Monitor and report on project progress, performance, and key milestones to stakeholders.
Ensure all project documentation is complete, accurate, and up to date.
Coordinate with third-party vendors, consultants, and carriers when needed.
Facilitate regular project meetings and status updates.
Foster a collaborative and accountable team culture.
Continuously improve project management processes, tools, and best practices.
Ideal Candidate will Possess the Following:
Bachelor’s degree in Business, Project Management, or related field
Experience: 3–7 years of project management experience, preferably in financial services
Proven track record of successfully managing multiple projects simultaneously.
Strong understanding of project management methodologies (e.g., Agile, Waterfall, Hybrid).
PMP, CAPM, or similar certification preferred.
Proficiency in project management software (e.g., Smartsheet).
Excellent communication, leadership, and problem-solving skills.
High attention to detail and upholds integrity with processes and procedures
Working Conditions/Demands/Complexity:
Required to work on a computer for a substantial part of the day
A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.
Top Skills
What We Do
Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart.
Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com.
Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated.
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