Project Manager with Commissions & Annuities

Project Manager with Commissions & Annuities

Location: Dallas TX Onsite

Need on W2

Job Title: Senior Project Manager Commissions & Annuities or Life & Annuities

Experience: 20+ Years (over all) 10+ years in Commissions & Annuities or Life & Annuities domain

Job description:

We are seeking a seasoned Senior Project Manager with over 20 years of experience in managing large-scale, cross-functional projects within the financial services or insurance domain, specifically focused on commissions and annuities. The ideal candidate is a strategic thinker with a track record of delivering high-impact solutions, optimizing operational efficiency, and driving business value.

Key Responsibilities:

• Lead and manage complex projects related to commission structures, payout systems, and annuity product implementations.
• Collaborate with business stakeholders, actuaries, finance, compliance, and IT teams to define project scope, goals, and deliverables.
• Analyze existing commission and annuity processes to identify gaps and recommend system enhancements or redesigns.
• Ensure adherence to regulatory compliance and internal risk controls related to financial product distribution and compensation.
• Oversee vendor relationships, contract negotiations, and third-party integrations for commissions and annuities platforms.
• Manage all phases of the project lifecycle using Waterfall, Agile, or hybrid methodologies ensuring projects are delivered on time, within scope and budget.
• Mentor junior project managers and business analysts, fostering a culture of ownership, excellence, and accountability.
• Provide executive-level reporting and stakeholder communication on project progress, risks, and financial impacts.

Qualifications:

• Bachelor s or master s degree in business, Finance, IT, or related field.
• PMP, certifications required
• Life and annuities experience must.
• Extensive experience (20+ years) in project management, with at least 10 years focused on commission-based compensation models and annuity product lifecycles.
• Deep understanding of financial regulations, compliance standards, and risk management frameworks.
• Strong expertise in tools such as MS Project, JIRA, Confluence, and financial modeling systems.
• Proven leadership in cross-functional team environments and stakeholder management.
• Exceptional communication, negotiation, and conflict resolution skills.

Preferred Experience:

• Prior experience with commission engines, CRM systems, and policy administration platforms (e.g., Oracle Insurance, Salesforce FSC, SAP FS-CD).
• Familiarity with broker-dealer environments, insurance carriers, or asset management firms.