Portfolio Manager, Health and Wealth Distribution Operations

Our Company

Explore how you can contribute at Ameri Life.

For over 50 years, Ameri Life has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Ameri Life is seeking a Portfolio Manager, Health and Wealth Distribution, to serve as the lead portfolio manager for critical health and wealth distribution initiatives, especially in the areas of transformation and operational scale. The Portfolio Manager will report directly to the Vice President, PMO & IT Delivery, and is accountable for the successful achievement of the program's goals. This role works with the various project managers to ensure all projects within the program are aligned to strategic objectives and deliver on‑time, within scope and within budget.

The ideal candidate is a veteran project manager with expertise in managing multiple projects concurrently, especially on an enterprise level. They should have a strategic mindset, strong leadership skills, the ability to manage and inspire teams towards delivering results, and exceptional organizational skills.

• Delivery Excellence:
  Ensures predictable execution, accountability, and quality.
• Problem Solving:
  Breaks down complexity and navigates ambiguity.
• Outcomes‑Centric Mindset:
  Focuses on delivering value and a seamless onboarding experience.
• Collaboration:
  
  Works effectively across technology, operations, and business teams.
• Adaptability and Flexibility:
  Able to pivot quickly between shifting priorities, project types, and organizational needs; effectively leads teams through change and ambiguity.

• Manage cross‑functional teams, vendors, budgets, timelines, and executive stakeholder expectations. Create sophisticated project plans that enable predictable delivery.
• Establish program scope, objectives and key results for both internal and external technical and business groups on a project‑by‑project basis; apply the appropriate delivery methodology (Waterfall, Agile, or Hybrid) based on project needs.
• Ensure individual project plans are comprehensive and cohesive, augmenting where needed and directing changes as applicable; maintain forward‑looking project documentation, including RAID logs and resource forecasts.
• Develop and manage a detailed program roadmap and plan; drive execution and track progress.
• Oversee the management of cross‑functional teams, vendors, budgets, timelines and executive stakeholder expectations across the program; ensure all changes follow established governance, change management, and release processes.
• Apply appropriate project management methodologies (Waterfall, Agile, or hybrid) to ensure consistent and successful delivery.
• Report program status and escalate issues to leaders as needed.
• Establish and maintain relationships with stakeholders to effectively communicate program progress, issues and risks.
• Demonstrate and nurture accountability, transparency, and delivery excellence.
• Mentor and coach project managers.

• 5 years of project management experience delivering technology, operations, or product‑related initiatives.
• Proven success leading onboarding, implementation, or operational readiness projects in Waterfall, Scaled Agile and Hybrid Methodologies.
• Comfortable with leading without authority and proven ability to lead and motivate a team, ensuring projects stay on track and meet objectives.
• Strong negotiation and mediation skills; ability to navigate conflicts; proven ability to manage supplier, team and stakeholder conflicts.
• Experience in Waterfall, Iterative, Scaled Agile, and Hybrid methodologies.
• Proven ability to manage multiple priorities and complete assignments even in a rapidly changing environment.
• Excellent analytical and problem‑solving skills with the ability to identify and manage cross‑workstream risks and dependencies.
• Experience developing comprehensive project plans.
• Proficiency with project management tools (e.g., Smartsheet,…