Senior Manager - Insurance Consulting Annuity & Retirement

Practice

Insurance Consulting - Life, Annuity & Retirement

• Lead and oversee consulting engagements end-to-end.
• Ensure high-quality delivery, client satisfaction, and business outcomes.
• Manage cross‑functional teams and drive execution discipline.
• Address challenges proactively to ensure program success.
• Build client relationships and influence stakeholders.
• Generate pipeline and drive revenue growth.
• Lead end‑to‑end consulting engagements.
• Partner with Account Executives to engage with business and technology stakeholders.
• Build trusted relationships across multiple buying centers within insurance clients.
• Lead consultative and advisory discussions with senior client leadership.
• Represent the firm as a credible domain and transformation advisor.
• Develop proactive point‑of‑view (POV)‑led conversations to open new doors.
• Contribute to account growth strategy and expansion initiatives.
• Provide expertise across the end‑to‑end Life, Annuity & Retirement value chain, including:
  Advise clients on business transformation, operating model changes, and digital enablement; bridge business requirements and technology solutions; support transformation initiatives across Core Life & Annuity administration platforms, Retirement systems and record‑keeping ecosystems, Data, analytics, and integration layers; translate strategic objectives into practical, implementable solutions.
• Contribute to insurance consulting practice growth.
• Develop reusable assets, accelerators, and methodologies.
• Support thought leadership and go‑to‑market initiatives.

• Experience working with North American Life & Annuity carriers.
• Hands‑on exposure to Life & Annuity core platforms (e.g., Policy Administration Systems, Retirement Recordkeeping systems).
• Experience in business transformation or modernization programs in Life, Annuity & Retirement space.
• MBA or equivalent advanced degree.
• Strong "hunter + farmer" mindset (business development + delivery).
• Ability to navigate complex client environments and stakeholder dynamics.
• High ownership, bias for action, and results‑driven mindset.
• Comfortable operating in a growth‑oriented, entrepreneurial setup.
• Must be onsite at client in Dallas, TX.

• Insurance consulting or technology services.
• Strong focus on Life, Annuity, and Retirement domain and business processes.
• Core policy administration and retirement systems experience.
• Experience with Big 4 consulting firms or leading IT services providers.
• Established network within the Insurance ecosystem.