What You Can Expect In This Role

Support the planning and execution of strategic investment and enterprise initiatives that enhance the firm's investment platform, operational capabilities, and business objectives. Partner with investment, portfolio management, data and analytics, technology, Asset Liability Management, compliance, accounting, and other business stakeholders to coordinate cross-functional programs from ideation through implementation. Develop and maintain project plans, facilitate governance and stakeholder communications, monitor scope, schedules, budgets, risks, and interdependencies, and provide clear reporting to senior leadership. Contribute to investment platform enhancements, process improvements, regulatory initiatives, product launches, business integrations, and the continued development of consistent program management and governance practices.
What You'll Do In This Role
• Partner with senior leaders to identify, evaluate, and prioritize high-impact strategic initiatives within Sammons Financial Group Asset Management.
• Manage and support strategic programs across investment data and analytics, portfolio management, investment strategy, technology, and related business functions.
• Coordinate cross-functional teams from ideation through implementation to ensure initiatives achieve intended business outcomes.
• Develop and maintain program plans, roadmaps, schedules, budgets, dependencies, action items, and resource requirements.
• Monitor program performance and provide senior leadership with clear, timely reporting on progress, results, risks, issues, and key decisions.
• Facilitate governance meetings, stakeholder discussions, scope and prioritization decisions, and change management activities.
• Identify and remove barriers to program success, escalating critical issues and driving timely resolution when appropriate.
• Lead coordination of investment manager onboarding and other investment-related initiatives, ensuring alignment across portfolio management, data and analytics, accounting, and operational teams.
• Support initiatives involving investment platforms, portfolio reporting, regulatory requirements, operational modernization, product launches, and business integrations.
• Conduct business impact assessments and cost-benefit analyses, and develop communications, documentation, and educational materials that support adoption of investment strategy initiatives.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.
What We're Looking For

• Bachelor's Degree in finance, business administration, project management, or a related field Preferred
• Minimum 5 years' of progressively responsible experience in program management, project management, business transformation, investment operations, or a related field Preferred
• Minimum 5 years' financial services, asset management, investments, or a similarly regulated environment Preferred
• Experience with coordinating complex, cross-functional initiatives and communicating with senior leaders Preferred
• Experience supporting investment platforms, data and analytics, portfolio management, operational modernization or related investment functions Preferred
• Strong program and project management skills, including the ability to manage scope, schedules, budgets, risks, dependencies, resources, and competing priorities
• Demonstrated ability to work independently, exercise sound judgment, and deliver results in a dynamic and complex environment
• Strong leadership, facilitation, negotiation, and stakeholder-management skills, with the ability to influence individuals at multiple organizational levels
• Strong analytical, strategic-thinking, problem-solving, and decision-support capabilities
• Excellent verbal, written, presentation, and executive-communication skills
• Ability to identify and resolve issues, constructively challenge stakeholders, manage conflict, and escalate concerns appropriately
• Strong technical aptitude and the ability to quickly understand investment, data, technology, and operational processes
• Demonstrated ability to build trust, promote collaboration, and lead cross-functional teams without direct authority
• Experience supporting change management, stakeholder readiness, communications, education, and adoption activities
• Ability to remain focused, adaptable, and professional while managing multiple priorities and deadlines
• 10% travel primarily to other Sammons Financial Group offices required

Other Requirements
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
• This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Salary Range Information

USD $95,311.00 - USD $158,851.00 /Yr.
What you can expect when you join Sammons Financial Group
• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work-life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work-together shaping our future shared success.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Additional Information