Salary
💰 $110,700 - $135,300 per year
About the role
- Independently lead complex operations projects across Annuity and Life lines of business
- Initiate and manage projects using PM tools; lead kick-off and planning sessions with stakeholders
- Define scope, roles, timelines, and deliverables; maintain project plans and roadmaps
- Collaborate with internal and external teams to resolve blockers and coordinate implementations
- Conduct needs assessments and cost-benefit analyses to support solutions
- Facilitate meetings with sponsors, SMEs, and cross-functional teams; provide status updates and escalate risks
- Maintain accurate project documentation, partner with Training and Documentation teams to update SOPs and job aids
- Manage post-launch support, gather feedback, and document lessons learned
- Lead department initiatives such as demand prioritization and working groups
- Mentor junior project analysts and act as point of contact for cross-functional programs
- Pursue professional development: meet performance goals, expand knowledge of operations systems and stay current on organizational changes
Requirements
- 6+ years in financial services or a similar operations-focused environment
- Proven ability to lead projects and deliver excellent service
- Strong communication, organization, and problem-solving skills
- Bachelor’s degree or equivalent experience
- PMP or similar project management certification preferred
- Experience with Smartsheet, Planview, or other project management tools
- Mentoring and leadership experience for junior analysts and operations staff
- Experience collaborating with Technology, Compliance, Training, and Documentation teams