Director, Retail Portfolio Management

F&G is looking to hire for a Director, Retail Portfolio Management

This position builds and maintains the Retail business portfolio management process, strategic alignment and prioritization in partnership with Retail Business leads.

Duties and Responsibilities

• Leads the process for Retail portfolio management including standardization of existing portfolios, design of reports, standard tools and methodologies.
• Lead the integration and dependencies of multiple Retail programs and projects across the organization and lead collaboration with the Retail Portfolio Leaders to define the KPIs and metrics for operational performance reporting, new configuration and continuous improvement initiatives.
• Build and maintain processes for Retail portfolio management including standardization of existing portfolios, design of reports, standard tools and methodologies.
• Creation and adoption of centralized and consistent intake process.
• Key leader of the Operating Committee by overseeing the Retail Portfolio portion of the agenda by producing and reviewing portfolio management artifacts (portfolio progression, project status, resource management)
• In conjunction with Retail Implementation leadership, support holistic communication strategy for portfolio initiatives to ensure stakeholders and sponsors have insight into portfolio of work, change requests, resource alignments and expected outcomes
• Responsible for facilitation of interdependency management across Retail portfolio. Connect portfolio prioritization and tactical delivery, creating a portfolio plan to ensure efficient and effective use of resources.

• Oversees the management and reporting of the Retail portfolio of programs and projects; provides insights to management regarding program progress and resource needs.
• Assist in identifying risks within the Retail Portfolio. Provide guidance and support to Retail leaders and project managers on managing risks to ensure successful delivery of the portfolio.
• Oversite and escalation of Retail portfolio issues and recommendations on remediation of execution risks.
• Track, analyze and report on critical portfolio KPIs to Portfolio Leaders and key stakeholders.
• Partner with resource managers to ensure demand forecasting is aligned with the capacity of Retail resources to meet demands. Collaborate with project managers and resource manager to conduct impact analysis on capacity due to changes in demand.
• Established and iterative retail capacity and demand views.
• Design and continually monitor framework to measure and analyze portfolio effectiveness. Lead and partner on the retrospective assessments of individual projects and summarize as an aggregate portfolio. Motivate others and encourage continuous improvement
• Lead, manage and develop a team of Project Portfolio Specialists.

Experience and Education Requirements

• Requires a bachelor’s degree or equivalent experience. Masters Degree in a related field is strongly preferred.
• 8+ years progressively more responsible experience in the financial services industry with a concentration on life insurance and annuity products.
• Background must include a minimum of six years’ experience in project management and three years’ experience in a managerial role.
• Strong project management experience, including PMP , Lean, or Six Sigma certifications
• Experience leading operations or product strategic initiatives

Knowledge, Skills & Abilities

• Strong verbal and written communication skills. Strong interpersonal skills
• Experience of improving processes and utilizing technology to improve efficiencies
• Demonstrated management and leadership abilities, including prerequisite communications skills (verbal, written, and presentation).
• Strong creative and analytical skills and demonstrated ability for detailed work.
• Able to lead in and excel in a fast-paced production environment while addressing multiple projects and responsibilities.
• Ability to translate large amounts of data into useful information and actionable items
• Ability to meet tight deadlines and prioritize workload; effective multi-tasking skills
• Demonstrated success influencing cultural change

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Occasional travel may be required

Additional Information

Work Environments

F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.

F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].

Join our employee-centric hybrid work environment: F&G Careers

About F&G

Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.

As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.

1Top Workplaces USA 2022 – 2023

2Des Moines Register Top Workplaces 2018 – 2022

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