Athene

2 months ago

Director, Pension Group Annuity (PGA) Transaction Management

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Director-level role leading execution of Pension Group Annuity (PGA) risk transfer transactions, coordinating cross-functional workstreams across actuarial, legal, asset management and operations from engagement to close. Involves senior stakeholder interaction, data-driven analyses, and contributing to strategic PGA initiatives including AI-enabled tooling for scalable transaction execution.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Director level

Key Responsibilities

•Lead execution of PGA transactions from initial engagement through insurer selection and onboarding, coordinating key workstreams across the transaction lifecycle
•Manage and coordinate RFP processes, ensuring delivery of high-quality proposals through effective collaboration with actuarial, legal, asset management, and operations teams
•Partner with intermediaries, fiduciaries, and clients, supporting due diligence efforts and participating in client and fiduciary meetings to drive successful transaction outcomes
•Drive cross-functional coordination to support efficient onboarding and execution through transaction close and post-close activities
•Develop and refine transaction analyses, presentations and client-facing materials ensuring accuracy, consistency, and alignment with transaction objectives

Pay and Benefits

Salary: USD 176,448 - 264,672 annually

Key Requirements

•6+ years of relevant experience in pension risk transfer, insurance, investment banking, consulting, or other transaction-oriented roles
•Experience managing complex transactions or workstreams, with the ability to balance multiple priorities in a fast-paced environment
•Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate effectively with senior stakeholders and clients
•Demonstrated ability to work cross-functionally and influence outcomes without direct authority, while operating with a strong bias for action in ambiguous environments
•Bachelor’s degree in Actuarial Science, Mathematics, Finance, Economics, or related field; ASA/FSA, CFA, CPA or similar credential preferred

Experience:6+ years

Education:Bachelor's

Skills:AIData toolsLeadershipCommunicationProblem-solving

Certifications:ASAFSACFACPA

Tech Stack:AI-enabled toolsData tools

Company Brief

Athene

Provides retirement services and retirement solutions including fixed and indexed annuities, reinsurance, and institutional products to help individuals and institutions manage retirement risks and savings.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: Hamilton, Bermuda

Founded: 2009

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

Athene

2 months ago

Director, Pension Group Annuity (PGA) Transaction Management

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Director level

Key Responsibilities

•Lead execution of PGA transactions from initial engagement through insurer selection and onboarding, coordinating key workstreams across the transaction lifecycle
•Manage and coordinate RFP processes, ensuring delivery of high-quality proposals through effective collaboration with actuarial, legal, asset management, and operations teams
•Partner with intermediaries, fiduciaries, and clients, supporting due diligence efforts and participating in client and fiduciary meetings to drive successful transaction outcomes
•Drive cross-functional coordination to support efficient onboarding and execution through transaction close and post-close activities
•Develop and refine transaction analyses, presentations and client-facing materials ensuring accuracy, consistency, and alignment with transaction objectives

Pay and Benefits

Salary: USD 176,448 - 264,672 annually

Key Requirements

•6+ years of relevant experience in pension risk transfer, insurance, investment banking, consulting, or other transaction-oriented roles
•Experience managing complex transactions or workstreams, with the ability to balance multiple priorities in a fast-paced environment
•Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate effectively with senior stakeholders and clients
•Demonstrated ability to work cross-functionally and influence outcomes without direct authority, while operating with a strong bias for action in ambiguous environments
•Bachelor’s degree in Actuarial Science, Mathematics, Finance, Economics, or related field; ASA/FSA, CFA, CPA or similar credential preferred

Experience:6+ years

Education:Bachelor's

Skills:AIData toolsLeadershipCommunicationProblem-solving

Certifications:ASAFSACFACPA

Tech Stack:AI-enabled toolsData tools

Company Brief

Athene

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: Hamilton, Bermuda

Founded: 2009

Website LinkedIn