Sr. Director, Integration

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For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

AmeriLife’s Integration Management Office (IMO) is responsible for the success of AmeriLife’s M&A integrations. The Senior Director of Integration is responsible for managing the successful outcome of affiliate integrations including all relevant work streams pre-close and post-close as well as other IMO initiatives.

Job Description

Duties/Responsibilities

[The following reflects duties for this job but does not restrict the tasks that may be assigned.  Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]  

• Understand key strategic, financial and operational drivers and assumptions in M&A
• Provide all relevant pre-close due diligence support to M&A
• Oversee project plans to be shared with incoming firms and the M&A integration team regularly
• Lead and coordinate an integration team of functional leads and business subject matter experts across AmeriLife
• Act as a liaison between the M&A team and functional leads on integration related information obtained during diligence
• Manage multiple and competing integration priorities
• Manage project scope and timelines based on resource availability, cross-functional dependencies and company objectives
• Maintain and enhance integration plan templates and reports in SmartSheets
• Proactively identify project risks and recommend effective mitigation plans
• Regularly report integration status and other initiative progress to COO, ELT, BOD and other key stakeholders
• Participate in weekly M&A team process and strategy meetings
• Proactively own/lead issue resolution between acquired affiliates/leaders and AmeriLife leaders
• Maintain, update and expand integration playbook(s) as necessary

Qualifications

• 6-8 years of experience in consistent cross-functional program delivery with proven project management skills
• Experienced in M&A integrations
• Strong interpersonal skills and an ability to build rapport with company leaders and colleagues
• Developed understanding or the ability to quickly learn the operational details of business functions (IT, Finance, Operations, Compliance, HR, Marketing, etc.)
• Proven ability to manage multiple projects at a time, while maintaining sharp attention to detail
• Proactive and highly motivated with the ability to work independently and drive change
• Bachelor’s degree
• 3-5 years in a project management role within the insurance industry preferred
• Ability to travel ~15%