Program Manager, Investment Strategy - Sammons Financial Group Asset Management

Sammons Financial Group

West Des Moines, Iowa

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JOB DETAILS

SALARY

$95,311–$158,851 Per Year

JOB TYPE

Full-time

SKILLS

Accounting, Analysis Skills, Asset Management, Budgeting, Business Administration, Business Services, Business Transformation, Business impact analysis (BIA), Change Management, Communication Skills, Continuous Integration, Cost Benefit Analysis, Cross-Functional, Data Analysis, Decision Support, Documentation, Establish Priorities, Finance, Financial Liability, Financial Services, Functional Programming Languages, Health Plan, Homeland Security, Identify Issues, Investment Analysis, Investment Management, Investment Strategy, Leadership, Life Insurance, Multitasking, Negotiation Skills, Onboarding, Operations Processes, Performance Analysis, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product/Service Launch, Program Planning, Progress Reports, Project Planning, Project/Program Management, Recruiting/Staffing Agency, Regulations, Regulatory Reports, Regulatory Requirements, Reporting Skills, Schedule Development, Securities, Securities and Exchange Commission (SEC), Social Security Administration, Strategic Planning, Team Lead/Manager, Team Player, Technical Strategy, Time Management, Transaction Processing/Management, Willing to Travel, Writing Skills

LOCATION

West Des Moines, Iowa

POSTED

1 day ago

Overview: 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. Responsibilities: • 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. Qualifications:

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

Suitability 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.
Pay Range: USD $95,311.00 - USD $158,851.00 /Yr. Company Information: •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:

Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.

ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.

E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.

Policy for External Search Firms and Agencies
Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.

About the Company

Sammons Financial Group

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