F&G is hiring for a Director, PRT Client Management
The Director, PRT Client Management will manage and enhance our relationships with potential and existing PRT clients, ensuring their ongoing operational support and satisfaction. This position will also participate in creating the strategic roadmap for the PRT Sales and Operations organization.
The Director, PRT Client Management will report to the SVP, PRT Sales and Operations.
Duties and Responsibilities
- Manage, oversee and support PRT conversion transactions which requires complex decision making that ensures transactions are executed effectively and in a timely manner.
- Serve as the primary point of contact for PRT clients and our Third-Party Administrator throughout transaction onboarding, ensuring a smooth transition and ongoing client satisfaction.
- Update and evolve the PRT Conversion Project Plan for each client.
- Schedule and facilitate regular client meetings to review project progress, address concerns, and adapt plans as needed based on client feedback.
- Collaborate closely with Pricing, Valuation, Legal and Treasury to ensure transactions are managed effectively.
- Prepare and present ongoing Management Reports to inform executives of noteworthy updates.
- Collaborate and partner with other members of the PRT Operations team in addition to our Third-Party Administrator.
- Manage and support existing process documentation and the development of new processes to improve PRT client management and onboarding workflow.
- Oversee the management of ongoing administrative issues related to covered annuitants.
- Collaborate with PRT team members to prepare information required for state exams, internal and external audits, and other regulatory requirements as needed.
Experience and Education Requirements
- Bachelor’s degree in finance, economics, business, a related field, or equivalent experience.
- Minimum of 8 years of applicable experience in financial services. A focus on client management within pension risk transfer is preferred.
- Experience with PRT is preferred.
Knowledge, Skills and Abilities
- Ability to build effective relationships and work collaboratively across F&G and with new and existing clients.
- Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner.
- Strong analytical, critical thinking and problem-solving skills
- Strong attention to detail and accuracy along with excellent organization and documentation skills.
- Demonstrated ability to perform effectively in an environment of constant change.
- Demonstrated ability to deliver required results.
- Demonstrated ability to improve processes.
Other Requirements
- Perform other functions, duties and projects as assigned.
- Regular and punctual attendance.
- Minimal travel required (less than 10%).
#LI-remote #LI-BR1
Additional Information
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact talentacquisition@fglife.com.
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.
•
Last updated on Aug 13, 2024