Senior Project Manager – Commissions / Annuities
Location: Dallas, TX. Onsite- Contract Position Experience: 20+ Years.
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.
- 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.
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