Overview
On Site
Depends on Experience
Contract - Independent
Contract - W2
Skills
Accountability
Agile
Annuities
Asset Management
Budget
Confluence
Continuous Delivery
Customer Relationship Management (CRM)
Oracle
PMP
Policy Administration
Insurance
JIRA
Waterfall
Risk Management
Regulatory Compliance
Project Management
Project Lifecycle Management
Financial Modeling
Finance
Job Details
Role: Senior Project Manager with Commissions & Annuities
Dallas, TX Onsite Role
W2 Contract Position
JD:
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.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.