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Jobs · Information Technology · Iowa

Program Manager, Investment Strategy - Sammons Financial Group Asset Management

Sammons Financial Group Companies · West Des Moines, IA · 2 days ago
On-siteInformation Technology$95k/yrFull-time

About the 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.

Responsibilities

  • 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.
  • 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.
  • Career Development
  • 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.
  • Maintain 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.

Requirements

  • Bachelor's Degree in finance, business administration, project management, or a related field.
  • Minimum 5 years' of progressively responsible experience in program management, project management, business transformation, investment operations, or a related field.
  • Minimum 5 years' financial services, asset management, investments, or a similarly regulated environment.
  • Experience with coordinating complex, cross-functional initiatives and communicating with senior leaders.
  • Experience supporting investment platforms, data and analytics, portfolio management, operational modernization or related investment functions.
  • 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.
  • Demonstrated ability to work independently, exercise sound judgment, and deliver results in a dynamic and complex environment.
  • 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.
  • Experience with 10% travel primarily to other Sammons Financial Group offices required.

Qualifications

  • Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
  • Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
  • Participation in other initiatives and/or projects as necessary.

Skills

  • Program and Project Management
  • Strategic Thinking
  • Change Management
  • Stakeholder Management
  • Business Impact Assessment
  • Cost-Benefit Analysis
  • Communication and Presentation
  • Technical Aptitude
  • Leadership and Facilitation
  • Problem Solving
  • Change Management
  • Stakeholder Readiness
  • Communications
  • Education
  • Adaptability
  • Professional Development
  • Volunteer Time Off
  • Company Nonprofit Matching Gift Program

Benefits

  • 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.

Pay

USD $95,311.00 - USD $158,851.00 /Yr.

Schedule

Not specified

Application Instructions

Not specified

Equal Opportunity Employer

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

We do not consider 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.

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