Associate Manager, Advanced Client Solutions – Annuities

Role Overview

• Drive transformation initiatives across ACS by identifying opportunities to simplify workflows, reduce manual effort, and improve consistency, accuracy, and cycle time.
• Act as a change leader, ensuring associates understand, adopt, and effectively use new processes, tools, and ways of working.
• Partner with Technology, New Business, Post-Issue, Sales, and Control teams to implement future-state solutions that improve client, advisor, and employee experience.
• Monitor outcomes of change initiatives using data, trends, and feedback to continuously refine and optimize performance.
• Champion the responsible adoption of AI-enabled tools and automation to support faster, more consistent decision-making and improved case resolution.
• Support validation, implementation, and ongoing enhancement of AI solutions in alignment with business goals, compliance standards, and operational risk expectations.
• Leverage reporting, analytics, and trend analysis to identify root causes, inform enhancements, and provide actionable insights to leadership.
• Foster a culture of innovation, curiosity, and continuous learning, encouraging associates to embrace technology-enabled ways of working.
• Plan, direct, supervise, and evaluate daily workflow to ensure service levels, quality standards, and production targets are consistently met or exceeded.
• Organize and prioritize associate workloads to deliver efficient, high-quality service aligned with established policies and procedures.
• Provide full supervisory oversight, including hiring, performance management, coaching, mentoring, and development.
• Effectively manage and influence relationships across key stakeholders to manage territories and provide solution support with a strong focus on building trusted, collaborative partnerships with Sales.
• Support associates with technical guidance, escalations, and complex or sensitive cases while reinforcing risk-smart decision-making.

Requirements

• Passion for delivering top-tier service while driving modernization and innovation in a complex operational environment.
• Strong relationship management skills with ability to influence key stakeholders and partners across the business to drive reach outcomes.
• Supervisory and/or mentoring experience, with the ability to lead teams through change.
• Demonstrated experience supporting or leading process transformation, change initiatives, or technology adoption.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced, evolving environment.
• Ability to analyze data, identify trends, and translate insights into actionable improvements.
• Excellent written and verbal communication skills, with the ability to clearly explain change and influence adoption.
• Solid understanding of annuity products and supporting systems strongly preferred.
• Proficiency in Excel and experience working with large data sets.
• Flexibility in work hours and a consistent record of meeting or exceeding performance expectations.

Benefits

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance.
• Paid Time Off (PTO) and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.