Director – Annuity Initiatives

🕒 March 28

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Logo of Foresters Financial

Foresters Financial

1001 - 5000 employees

Founded 1874

💸 Finance

🌍 Social Impact

Finance • Insurance • Social Impact

Foresters Financial is a fraternal benefit society that has been helping people protect their family’s financial future for over 150 years. The company provides life insurance and savings solutions across the US, Canada, and the UK, partnering with members to do more of the good they want to achieve. Foresters Financial focuses on empowering communities and individuals through various member benefits, including community grants and educational scholarships. They are committed to the well-being of their members, especially addressing needs such as providing accessible life insurance for people with Type 2 diabetes.

📋 Description

• Lead large-scale, cross-functional annuity initiatives from concept to implementation through the development, monitoring and execution of implementation plans; work closely with IT PMO, where applicable • Establish program charters, governance structures, timelines, and success metrics • Manage interdependencies across multiple workstreams and business units • Responsible for owning stakeholder experience (agent, member and employee) through the creation and implementation of a change management plan • Proactively identify and mitigate risks to ensure timely and successful delivery • Co-facilitate steering committee meetings with IT PMO while providing clear executive-level reporting • Align stakeholders on scope, priorities, and resource allocation • Escalate issues appropriately and drive resolution across departments • Drive continuous improvement across product development and implementation processes • Monitor post-implementation results and ensure transition to business-as-usual operations • Promote and ensure strong documentation and controls • Lead and mentor team supporting the annuity business as it grows

🎯 Requirements

• Bachelor’s degree in Business Administration, Management, Project Management, or Mass Communication • Strong understanding of annuity (or life) product lifecycle including pricing, filing, implementation, and distribution • Project Management Professional (PMP) Certification required • MBA in Executive Management preferred • 10+ years of project management experience • 3+ years of annuity (or life) program management experience • Exceptional organizational, communication, and stakeholder management skills • Experience managing complex timelines and resource plans across all business areas

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible work arrangements • Professional development opportunities

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