Project Manager

• Develop and maintain a detailed project plan encompassing all operational workstreams tied to the merger
• Track and coordinate activities related to client communication, including endorsement mailings and required notifications
• Support administrative and operational tasks associated with the discontinuation of annuity sales
• Organize project teams by assigning responsibilities, building schedules, and determining resource needs
• Create estimates for costs, resources, and effort associated with each project phase
• Monitor progress against project plans, ensuring tasks remain on schedule and within scope
• Provide clear and consistent status updates covering timelines, risks, budget considerations, and staffing
• Identify and assist in resolving issues or obstacles affecting project delivery
• Prepare and distribute regular project reports for stakeholders and leadership

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