2Nd Vice President, Annuity Relationship Management

At AuguStar Financial, a member of the Constellation Insurance family of companies, we are dedicated to building a diverse, inclusive, and equitable workplace.

If you are excited about this role but your previous experience and education doesn't align perfectly with every qualification of the job description, we encourage you to apply. You may be the right candidate for this or other roles within the organization.

What you will be doing

The 2nd Vice President, Annuity Relationship Management will be responsible for building and managing the Annuity Operations Relationship Management team that interfaces with key partners and accounts, across multiple distribution channels.

Responsibilities may include, but are not limited to, the following:

• Global understanding of industry trends and competitive landscape with a focus on improving our competitive position from an Annuity Operations perspective, with specific focus on solutions that drive new business and enhance the overall customer experience
• Hiring, training, and developing successful front-line associates, leaders and relationship managers to grow the business while meeting or exceeding SLAs
• Leveraging the Operations RM team and work with the Distribution KAM (key account management) function to drive distribution partner initiatives where the investment provides positive cost-benefit
• Staying current with respect to regulatory requirements such as state insurance laws, FINRA guidelines, and SEC and IRS rulemaking. When regulations change, effectively communicate and implement necessary changes to processes, understanding the interaction of these requirements with annuity business rules
• Maintaining an understanding of distributor partner processes, standards, IT initiatives and service level agreements to ensure successful implementation at the carrier level
• Ensuring we are proactively communicating carrier initiatives, policies/procedures and internal regulatory decisions to distribution partners
• Building and maintaining strong relationships with other areas of Annuity Operations, Distribution, Marketing, Legal, Actuarial, and IT
• Consistent focus on organizational design and work with direct reports to improve process efficiency
• Working with IT, Project Management and Annuity leadership to prioritize system projects and distributor initiatives that impact Annuity Operations and Distribution
• Serving as business owner and subject matter expert on multiple platforms and solutions related to sales/new business and service
• Traveling to relevant industry conferences, make periodic visits to distributor campuses and offices, and actively participating in industry forums and conference calls; keeping Annuity Operations and IT informed of pertinent topics and developments
• Gaining an understanding of new products prior to introduction and contribute to ensuring that operational requirements are met and internal teams have a good understanding of product features
• Creating and maintaining the budget for RM

What benefits you will see

• Competitive compensation
• Medical, dental and vision insurance effective your first day
• Company paid life insurance
• 401(k) with company match
• 100% paid parental leave
• Adoption and surrogacy benefits
• Tuition reimbursement
• Flexible time off

Why we are different

• We promote a diverse and inclusive workplace that respects the cultures, life experiences and traditions of our associates and the community
• You receive time away from the office including PTO, holidays, wellness day and community service to rest and recharge
• Associate resource groups provide opportunities to help you reach personal and professional goals
• A wide variety of associate services and programs including a college scholarship fund, corporate discounts, and recognition programs
• We offer a whole person approach to your health and well-being including financial resources and an Employee Assistance Program
• Learn more about our associate benefits and perks focused on you

What you need to be successful

• Bachelor's degree, preferably in a relevant field such as Business Administration, Finance, or Economics
• At least 10 years of industry experience
• Series 6 or 7

Preferred Skills

• Intellectual capacity to understand complex financial products and how they interact with various systems, both internally and on external partner platforms
• Ability to manage and develop a diverse group of team leads, supervisors, RMs and front-line employees
• Strong organizational skills and the ability to multi-task
• Problem solving skills are required to allow for the quick resolution of issues
• The ability to communicate effectively and build relationships with a variety of audiences, including various internal departments and external partners, is an absolute must

What your work environment will look like

• An inclusive work environment in which any group feels welcome, respected, supported, valued to fully participate at work
• Flexible work arrangements including remote, traditional and hybrid
• Associate well-being programs to balance your life in ways that suit you best
• Engagement opportunities on-site and virtually to connect with your co-workers
• Dress for your day work attire