Senior Project Manager with Commissions & Annuities

Experience & Expertise
20+ years of overall project management experience
10+ years of focused experience with:
o Commission-based compensation models
o Annuity product lifecycles
Strong background in insurance or financial services domains
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Technical & Methodology Skills
Project management across Waterfall, Agile, and hybrid methodologies
Experience managing full project lifecycle
Tools: MS Project, JIRA, Confluence, and financial modeling systems
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Functional & Strategic Responsibilities
Lead complex, cross-functional projects (commissions, annuities, payouts, product implementations)
Analyze and improve commission/annuity processes
Ensure regulatory compliance and adherence to risk controls
Drive system enhancements or redesigns
Manage vendor relationships and third-party integrations
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Leadership & Communication
Mentor junior PMs and BAs
Provide executive-level reporting
Skilled in stakeholder management, negotiation, and conflict resolution
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Education & Certifications
Bachelor s or Master s degree in Business, Finance, IT, or related field
PMP certification is required
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Preferred Skills (Bonus)
Hands-on with:
o Commission engines
o CRM systems (e.g., Salesforce FSC)
o Policy administration platforms (e.g., Oracle Insurance, SAP FS-CD)
Experience in broker-dealer, insurance carrier, or asset management environments