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Group 1001

via Workday

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Associate Director, Institutional Markets

Anywhere
full-time
Posted 9/22/2025
Direct Apply
Key Skills:
Pension Risk Transfer
Actuarial Consulting
Project Management
Relationship Building
Financial Analysis
Risk Management
Communication
Process Improvement
Market Analysis
Contract Execution
Data Analysis
Team Collaboration
Strategic Planning
Problem Solving
Attention to Detail
Microsoft Excel

Compensation

Salary Range

$Not specified

Responsibilities

Manage the Pension Risk Transfer quoting process and build market presence by developing relationships with brokers and plan sponsors. Collaborate with various teams to ensure successful deal onboarding and monitor market developments.

Requirements

Candidates should have over 5 years of experience in Pension Risk Transfer or related fields and a bachelor's degree in a relevant discipline. Strong communication skills and the ability to manage multiple priorities are essential.

Full Description

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees. Why This Role Matters: Our Institutional Markets Team is growing rapidly, and we are seeking a self-starting individual to help shape our expanding business. We seek the person that thinks “out of the box” and has a passion for turning complex financial challenges into innovative solutions that drive measurable business impact. As an Associate Director, you will play an essential role in the growth and long-term success of our Pension Risk Transfer (PRT) business. In this position, you will combine business acumen with technical expertise to help build our PRT business from the ground-up – shaping the deal pipeline, cultivating broker relationships, driving deals from RFP to close, engaging with plan sponsors, and partnering across actuarial, legal, operations and other teams across the enterprise. How You'll Contribute: Manage the PRT quoting process: coordinate intake, review and qualify opportunities, and provide high quality, timely responses to RFPs. Build market presence: assist with developing relationships with brokers/consultants, support due diligence calls, engage with plan sponsors and promptly address all PRT-related questions. Support pricing: partner with the actuarial pricing team to analyze deal economics, ensure alignment with risk appetite and profitability goals, and assist with pricing transactions as needed. Deal onboarding: collaborate with operations and third-party administrator to ensure clean handoffs, successful onboarding, and accurate administration of new PRT transactions. Contract execution: collaborate with the legal team to review and ensure timely execution of contracts, certificates, and other legal documents. Monitor the market: track industry developments, regulatory changes, competitor activity and emerging opportunities. Process improvement: Develop scalable tools, workflows, and documentation to improve efficiency and consistency across quoting, onboarding, and reporting processes. Strategic growth initiatives: Identify white-space opportunities (e.g., carve-outs, jumbo transactions, new distribution channels) and contribute to long-term business planning. Expand company knowledge: document processes and procedures, share knowledge and train colleagues to expand PRT fluency across the organization. Ensure compliance with regulations and company policies. We Are Looking For: 5+ years of experience in PRT, retirement, actuarial consulting, or institutional insurance markets. Bachelor’s degree in Actuarial Science, Finance, Mathematics, or related field. Clear, concise communicator – able to explain complex concepts to non-technical audiences. Strong relationship builder, both internally and externally. Excellent project management skills; able to manage multiple priorities under tight deadlines. Strategic, organized and comfortable working with ambiguity, while maintaining high attention to detail. High proficiency in Microsoft Excel; familiarity with data analysis tools, modeling, or process automation a plus. Benefits Highlights: Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company. Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences. #LI-ES1 #LI-REMOTE Group 1001 is a collective that empowers companies to create positive growth. Everything we do is designed to help individuals and communities thrive. Our insurance and annuities make financial products easy to understand and accessible to all. Our online investing platform gives individuals control over their savings and their futures. Our technology and innovation help companies succeed. And our strategic partnerships bring people together through education and sports. Because we all have the power to grow better. Overview of Benefit Plans and Programs Group 1001 offers Benefit Plans and Programs which provide comprehensive coverage with a full range of plan choices. HEALTH AND WELLNESS Medical, Dental, and Vision Insurance for Employees and Dependents Disability and Life Insurance Benefits Flexible Spending Account (FSA) Comprehensive Counseling and Financial/Legal Resource Program WORK-LIFE BALANCE Generous Paid Time Off Paid Holidays Bereavement, Jury Duty, and Disability Leave Hybrid Work Model Available Remote Work Opportunities Available for Some Roles Company Matching Gift Program for Community Volunteering and Donations FINANCIAL WELLBEING Competitive Compensation Generous 401(K) Paid Volunteer Reward Program EXTRAS Fitness Centers (Certain locations) Locker-Rooms Wellness Program Reimbursement Incentive Not finding the right fit? Let us know you're interested in a future opportunity by clicking Get Started below or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!

This job posting was last updated on 9/23/2025

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