Sr. Director, Wealth Strategic Initiatives

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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

Under limited direction, the Sr. Director, Wealth Strategic Initiatives will be responsible for driving forward critical projects, that will be more technical in nature, on behalf of the Wealth Distribution team. Role will require the candidate to both lead specific projects and / or serve as a liaison with key cross-functional stakeholders where the Wealth team is the customer of a given project. The candidate will be expected to work closely with Wealth Distribution Leadership to facilitate timely execution of priority initiatives, maintain awareness of initiative status, identify key areas of risk, and lead mitigation strategies as appropriate.

Job Description

Responsibilities

• Conduct background research to understand the critical needs of the Wealth Affiliate division
• Support the creation, implementation and maintenance of specific business requirement documentation on behalf of the business
• Set technical initiative priorities to support Wealth strategy and goals
• Serve as a liaison with both field leaders as well as home office leadership on system and technology needs
• Manage implementation of project timelines, stakeholders, action items and outputs on behalf of the business
• Translate complex information in a simplified and cohesive manner for key stakeholders to consume and act on
• Creates and maintains partnerships with functional stakeholders, including IT, EDA, HR and Finance
• Partners closely with Business Solution Partner in IT dedicated to supporting Wealth
• Performs other related duties as assigned

Knowledge Skills, and Abilities

• Knowledge of insurance industry and products
• Experience managing and implementing operations/technology transformations from beginning to end
• Strong verbal and written communication skills
• Effective interpersonal skills including productive collaboration across varying departments
• Thorough attention to detail and organizational skills.
• Strong experience in business and data analytics including data visualization
• Able to successfully organize, lead, direct, and influence teams of people
• Impeccable time management and prioritization skills
• Ability to make sound, independent judgement and decisions on simple and complex items
• Proven problem solver who can make clear-headed decisions while under pressure
• Strong facilitator and presenter

Qualifications

Minimum Job Requirements

• Bachelor’s degree in business management
• Minimum of twelve (12) – fifteen (15) years of experience in a related role, within the Finance Services and/or Insurance Industry preferred