Operations Project Manager – Pipeline

Key Responsibilities

• Lead the planning, execution, and delivery of projects related to annuities, including product launches, system integrations, and regulatory compliance initiatives.
• Collaborate with cross-functional teams, including actuarial, finance, compliance, and IT, to ensure annuity-related projects align with business objectives and client needs.
• Manage the full project lifecycle, defining scope, objectives, timelines, budgets, deliverables, and risk mitigation strategies.
• Coordinate with stakeholders to implement annuity system enhancements, such as policy administration platforms or customer-facing digital tools, on time and within budget.
• Develop and maintain project roadmaps, ensuring alignment with strategic priorities and regulatory requirements in the annuities market.
• Identify risks, dependencies, and obstacles, proactively developing mitigation plans to ensure successful project outcomes.
• Provide regular updates, reports, and dashboards to stakeholders and senior leadership using tools like Smartsheet or Jira.
• Drive process improvements to streamline annuity operations, enhance customer experience, and ensure compliance with industry standards.
• Ensure adherence to regulatory guidelines (e.g., NAIC, FINRA, SEC) and internal policies during project execution.
• Mentor team members on project management best practices and foster a culture of collaboration within the annuities team.

Required Skills and Qualifications

Project Management (50%)

• 5+ years of experience managing projects, with at least 3 years focused on annuities or financial services products.
• Proven ability to lead complex projects involving cross-functional teams, delivering measurable improvements in product delivery or operational efficiency.
• Strong organizational, communication, and leadership skills to manage stakeholders and drive project outcomes.
• Experience developing detailed project plans, budgets, and resource allocations using tools like Smartsheet, Jira, or MS Project.
• Ability to manage multiple concurrent projects in a fast-paced environment with competing priorities.

Annuities Expertise (50%)

• Deep understanding of annuity products (e.g., fixed, variable, indexed annuities) and their operational, regulatory, and compliance requirements.
• Experience with annuity systems, such as policy administration platforms (e.g., LifePRO, Vantage) or customer relationship management tools.
• Familiarity with financial services regulations (e.g., NAIC, FINRA, SEC) and their impact on annuity product development and operations.
• Knowledge of process optimization methodologies (e.g., Lean, Six Sigma) applied to annuity operations or client servicing.

Additional Considerations

• Certifications such as PMP, CFP, or Lean Six Sigma are a plus.
• Experience with cloud-based financial tools (e.g., AWS, Salesforce) or digital transformation initiatives in the annuities space is highly valued.
• Familiarity with Agile methodologies or DevOps principles for project delivery is advantageous.
• Knowledge of the Property & Casualty (P&C) insurance industry or broader financial services sector is a plus.
• Candidates must be local to Boston to facilitate collaboration and occasional on-site work.

Why Join Us?

This role offers an opportunity to lead transformative annuity projects within a dynamic, cross-functional team. You’ll work on initiatives that enhance product offerings and client experiences, leverage modern financial technologies, and collaborate with a forward-thinking group dedicated to excellence in the annuities market.

What is a Pipeline Job?

These roles represent future opportunities we’ve uncovered through our client discussions. We have stripped away the rigid “Must Haves,” “Mandatories,” and “Required” criteria to find the right fit for their needs. By applying for these future roles, we will complete our human-centered process to see if you are a fit while adding your profile to our database to be considered for additional openings. When you apply, rest assured a human will thoroughly review your resume and respond to you personally. We take pride in finding the right match for each job, valuing your unique talents and potential over just what’s on your resume.

W2 employees of Overture Partners who work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), 401(k) starting on day one, a variety of voluntary benefits including life and disability insurance, and sick time if required by law in the worked-in state/locality.

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