Project Manager

Brooksource is seeking a highly hands-on Senior Project Manager to support multiple large-scale annuity initiatives planned for 2026. This role focuses on execution, tool optimization, and cross-functional delivery, playing a critical part in supporting a RILA launch and driving communication across various projects and teams within Annuities.

Responsibilities:

• Serve as the primary lead and expert for the Annuity PM organization, taking ownership of workflow configuration and optimization
• Address current challenges related to handoffs, visibility, and reporting across teams
• Design, build, and maintain Jira dashboards that present data in a clear, consumable format for PMs and leadership
• Manipulate and structure Jira data to improve decision-making, progress tracking, and risk identification
• Partner with internal IT Jira experts to understand data structures and workflows, while independently owning day-to-day Jira execution
• Create efficiencies that allow other PMs to focus on organizational readiness and delivery
• Provide execution support to PMs running multiple annuity initiatives, ensuring consistency across project tracking, reporting, and readiness activities
• Standardize processes where possible to improve execution speed and quality across the portfolio
• Act as a hands-on contributor rather than an advisory-only PM
• Support go-to-market planning for annuity product initiatives, aligning release timing, readiness, and promotional activities
• Partner with Marketing, Distribution, Product, and Operations to ensure end-to-end readiness for product launches
• Assist in coordinating demos, communications, and launch enablement activities as needed
• Help centralize and align organizational readiness efforts into a holistic center of excellence model
• Ensure consistency across five concurrent, high-value annuity projects, aligning go-to-market activities to release dates

Requirements:

• 7+ years of project management experience, with senior-level ownership and execution responsibility
• Expert-level Jira experience, including workflow configuration, dashboard creation, and data manipulation
• Proven ability to take over and independently manage Jira ownership in a complex enterprise environment
• Strong experience managing handoffs, dependencies, and cross-functional coordination
• Experience supporting or leading go-to-market initiatives, ideally within insurance or financial services
• Comfortable operating in ambiguity and learning specialized systems and data models
• Experience within insurance or annuity products
• Background supporting multi-million-dollar programs or portfolios
• Prior experience helping PM organizations mature tools, reporting, or readiness frameworks