Description

Join a dynamic team that is a leader in Pension Risk Transfer (PRT) with over 35 years of global experience, serving more than a million annuitants. Since establishing our PRT platform in the US in 2015, we have experienced steady growth, achieving a record-breaking $2.2 billion in premium written in 2024. We are dedicated to making a positive impact on the lives of our customers, partners, colleagues, and the communities we serve. Our passionate team works with energy and commitment to achieve our goals while fostering a healthy work-life balance.

Company Culture and Environment

We are committed to a culture that prioritizes service excellence, collaboration, and continuous improvement. Our team values building trusted relationships and creating exceptional experiences for our clients while fostering a supportive work environment.

Career Growth and Development Opportunities

Our organization encourages personal and professional development through opportunities such as tuition reimbursement, certification support, and a culture of continuous improvement.

Detailed Benefits and Perks

• Competitive vacation package (10-25 days based on experience and service)
• Floating holidays and personal days
• Sick leave
• Paid volunteering days
• Comprehensive health benefits (medical, dental, vision)
• Supplemental health benefits and life insurance
• Paid parental leave
• Immediate vesting in a 401(k) plan with company match
• Employer-contributed Pension Plan after one year of service
• Flexible work arrangements
• Tuition and certification reimbursement
• Infertility and domestic partner benefits

Compensation and Benefits

The expected hiring compensation range for this position is \(98,000 - \)139,900 annually, with a bonus target of 15% of the base salary, subject to performance.

Why you should apply for this position today

This position offers the opportunity to be part of a leading team in the Pension Risk Transfer industry, where you will play a critical role in client relationships and project management. You will have the chance to contribute to significant transactions while working in a supportive and growth-oriented environment.

Skills

• 3+ years of experience in the financial, investment, or insurance industry, preferably in a client-facing role
• Strong commitment to service excellence
• Excellent relationship management and interpersonal skills
• Ability to communicate effectively with executive-level individuals
• Strong project management skills
• Proficiency in Microsoft Office Suite; experience with Smartsheet and Workfront is a plus
• Curiosity and strong analytical and problem-solving skills
• Must obtain a Life Insurance License within 90 days of hire

Responsibilities

• Develop and produce responses to RFPs, ensuring high-quality proposals are submitted on time
• Act as project manager for each transaction, coordinating with internal teams for seamless execution
• Manage the PRT deal pipeline and conduct detailed analyses of RFPs
• Support the development of pricing strategies and present recommendations to senior management
• Build and maintain strong relationships with PRT intermediaries
• Respond to stakeholder requests and manage expectations
• Prepare visually appealing and innovative documents that align with our brand and values
• Ensure compliance with internal governance and relevant regulations
• Foster a culture of continuous improvement by sharing knowledge within the team
• This position is hybrid, with occasional travel to our Stamford or Maryland office for major team events and training.

Qualifications

• Bachelor’s degree in business administration, actuarial science, or a related field, or equivalent work experience
• Strong project management skills, with the ability to manage large-scale projects
• Capacity to understand complex technical content and translate it into accessible information for clients
• Proven experience in Pension Risk Transfer is a plus

Education Requirements

Bachelor’s degree in business administration, actuarial science, or a related field, or equivalent work experience.

Education Requirements Credential Category

Bachelor’s Degree.

Experience Requirements

3+ years of experience in the financial, investment, or insurance industry, preferably in a client-facing role.

Why work in Stamford, CT

Stamford offers a vibrant community with a mix of urban and suburban living, providing access to a range of cultural, dining, and recreational activities. The city is well-connected to New York City, offering an easy commute for professionals seeking opportunities in the financial sector. Stamford also boasts beautiful parks and waterfront views, making it an appealing place to live and work.