Director, Pension Group Annuity; PGA Transaction Management

Position

Director, PGA
- Transaction Management

The Director will play a critical role in executing complex pension risk transfer (PRT) transactions, managing day‑to‑day transaction execution, and owning key work streams across the deal lifecycle from initial engagement through close. This high‑impact position operates at the intersection of actuarial, legal, asset management, and operations, requiring strong technical expertise, attention to detail, and the ability to drive cross‑functional coordination in a fast‑paced, transaction‑oriented environment.

The role offers direct exposure to senior leadership and participation in some of Athene’s most strategic and visible transactions, as well as broader Corporate Development initiatives.

• Lead execution of PRT transactions from initial engagement through insurer selection and onboarding, coordinating key work streams across the transaction lifecycle.
• Manage and coordinate RFP processes, ensuring delivery of high‑quality proposals through effective collaboration with actuarial, legal, asset management, and operations teams.
• Partner with intermediaries, fiduciaries, and clients, supporting due diligence efforts and participating in client and fiduciary meetings to drive successful transaction outcomes.
• Drive cross‑functional coordination to support efficient onboarding and execution through transaction close and post‑close activities.
• Develop and refine transaction analyses, presentations, and client‑facing materials ensuring accuracy, consistency, and alignment with transaction objectives.
• Partner with senior team members across all stages of transactions, including target identification, bidding, contract negotiation, closing, and post‑close execution.
• Apply knowledge of actuarial concepts, regulatory considerations, and pension market dynamics to support transaction evaluation and execution.
• Contribute to broader PGA strategic initiatives, including product development, process improvements, market research, and the use of data and AI‑enabled tools to enhance scalability and efficiency.
• Participate in select Corporate Development projects and other strategic initiatives tied to Athene’s broader retirement and balance sheet solutions business.

• 6+ years of relevant experience in pension risk transfer, insurance, investment banking, consulting, or other transaction‑oriented roles.
• Experience managing complex transactions or work streams, with the ability to balance multiple priorities in a fast‑paced environment.
• Strong analytical and problem‑solving skills with the ability to synthesize complex information and communicate effectively with senior stakeholders and clients.
• Demonstrated ability to work cross‑functionally and influence outcomes without direct authority, while operating with a strong bias for action in ambiguous environments.
• Bachelor’s degree in Actuarial Science, Mathematics, Finance, Economics, or related field; ASA/FSA, CFA, CPA or similar credential preferred.
• Experience with data tools or AI‑enabled workflows is a plus.

$ - $ USD annually. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law. Athene is also a Military Friendly Employer.