Senior Managing Director, Head of Institutional Products

Jackson

Senior executive leading Jackson’s institutional insurance products business, including GICs, MTNs, and PRT strategy. Overseeing pricing, client relationships, compliance, financial projections, and profitability.

Posted 8/4/2026full-timeLansing • Missouri, New York • 🇺🇸 United StatesSenior💰 $275,000 - $325,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in underwriting, pricing, and risk analysis for institutional products, with a strong focus on compliance with federal and state insurance regulations. Proven ability to develop and execute product strategies that drive growth and profitability in a fast-paced, team-oriented environment.

Highest-signal resume keywords

UnderwritingRisk AnalysisFinancial ModelingInstitutional ProductsCompliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingRisk UnderwritingContract IssuancePricing StrategyRegulatory ComplianceMTN ProgramsPRT Strategy ImplementationAsset-Liability ManagementInstitutional Business Financial ProjectionsDocumentation Coordination

Soft Skills

Project ManagementCollaborationNegotiationProblem SolvingAttention to Detail

Certifications & Qualifications

FSACFA

Industry Keywords

Institutional ProductsInsurance RegulationsGIC BidsCapital MarketsFinancial ReportingInvestment StrategiesLiability AdministrationCompliance ReportingDeal-Driven EnvironmentClient Negotiations

About the role

Key responsibilities & impact

Interface with Jackson’s global institutional client base, dealers’ network, industry peers, and internal peers
Oversee underwriting and pricing of traditional GIC bids
Oversee GIC sales, including client negotiations, term confirmation, contract issuance, documentation, administrative record creation, and wire payment authorization
Coordinate MTN transaction documentation with Legal, outside counsel, and auditors
Ensure contracts and legal documents are properly filed and comply with state and federal insurance regulations
Define and execute a PRT product strategy to achieve growth and profitability targets
Monitor regulatory changes and institutional-market requirements
Ensure ongoing compliance reporting requirements are met
Oversee production and analysis of institutional-business financial projections
Monitor capital-markets conditions and the institutional competitive environment
Manage complex Institutional Products projects
Complete monthly, quarterly, and annual reporting and updates
Oversee underwriting, pricing, risk analysis, financial modeling, liability administration, and regulatory compliance
Review and certify quarterly results and controls for financial reporting
Coordinate annual planning with Financial Planning & Analysis
Coordinate with Actuarial on pricing, liability accounting/valuation, new sales strain, and related matters
Coordinate with Treasury and PPM on available cash and investment strategies
Perform other duties and/or projects as assigned

Requirements

What you’ll need

Bachelor's Degree in Actuarial Science, Mathematics, Statistics or related field required
15+ years of broad insurance experience, including investment, asset-liability management, financial modelling, and risk analysis required
10+ years of experience working with institutional products required
Experience working with MTN programs and transactions strongly preferred
Experience with risk underwriting, contract issuance, and compliance for institutional products and PRT preferred
FSA or CFA professional designations preferred
Broad knowledge and business acumen in the Institutional Products arena
Broad insurance and business background covering a wide variety of functions
Knowledge and practical experience working with MTN programs
Knowledge and practical experience implementing a PRT strategy
Knowledge of federal and state insurance regulations and requirements
Proven ability to solve problems and manage complex issues
Ability to work in a fast-paced, deal-driven, team-oriented environment
Excellent project management, collaboration, and negotiation skills
Impeccable attention to detail and focus on execution excellence

Benefits

Comp & perks

Annual bonus program
Long-term incentives program eligibility
Compensated personal time off
Holidays
Health benefits
401(k) plan with generous matching
Competitive pay
Bonuses
Comprehensive health insurance benefits
Matching 401(k) retirement plan
Adoption assistance
Education matching gift program
Dependent tuition program
Tobacco-free company facilities and campuses