Coordinates pension risk transfer client integrations and ongoing operations, managing transition deliverables, client communications, administrative issues, and collaboration across internal teams to support accurate, smooth transactions.
Leads national distribution strategy and key IMO account relationships, managing sales performance, team development, forecasting, budgets, and cross-functional initiatives to advance annuity and life sales.
Handle high-volume inbound calls about Life and Annuity new business, researching and documenting inquiries while providing timely, accurate support to customers, financial advisors, policyholders, and internal partners.
Leads strategic account growth and annuity sales across bank and broker-dealer partners, overseeing account strategy, team performance, financial results, and cross-functional initiatives.
Researches and analyzes annuity and life insurance competitors, translating product, pricing, and market intelligence into actionable insights and decision-support materials for product strategy, development, and sales.
Executes and analyzes derivative hedges, oversees trade lifecycles and risk reporting, and improves hedging workflows through automation, data quality enhancements, and process and system improvements.
Leads a specialized life and complex claims team, overseeing adjudication, investigations, escalations, and regulatory compliance while developing examiners and improving claim quality, risk controls, and operational efficiency.
Plans and manages retail and internal events end to end, coordinating budgets, vendors, logistics, registration, and stakeholder relationships to deliver effective advisor experiences and sales-team marketing programs.
Analyze annuity product profitability, pricing, reinsurance, and capital impacts to support management planning and decisions, while improving scalable processes and maintaining actuarial model governance.
Supports agents and IMO marketers with annuity product guidance, case design, competitive positioning, and illustration tools while coordinating proactive sales campaigns and identifying opportunities to grow annuity sales.
Build and maintain data pipelines and products by sourcing, transforming, ingesting, and analyzing data with Informatica IDMC, Control-M, Snowflake, and SQL to support current and future deployments.
Advise on GAAP and Statutory accounting for investment portfolios, assess reporting impacts of new investments and initiatives, and develop accounting positions, policies, and guidance for stakeholders.
Leads quality assurance for large projects and helps transform the Quality Engineering practice through test strategy, vendor accountability, and modern testing approaches, including automation and AI tooling.
Leads enterprise outsourcing strategy and outcomes, balancing outsourced partners, internal staff, contingent workers, and automation while overseeing performance, risk, compliance, and cross-functional execution.
Leads capital markets strategy, debt issuance, liquidity planning, and capital optimization while advising executives on financing, risk, and strategic transactions across the organization.
Provide high-level administrative support to executive leadership by managing calendars, communications, travel, expenses, and meetings while coordinating daily office operations and employee experience.
Supports investment strategy and portfolio management through asset modeling, analysis, automated reporting, investment operations, and coordination with internal teams and external asset managers.
Leads investment portfolio oversight, asset-liability management, and strategic allocation for institutional businesses, delivering decision support and driving cross-functional initiatives, analytical capabilities, and process.
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