Senior Managing Director, Head of Institutional Products

• Interface with Jackson’s global institutional client base, dealers’ network, industry peers, and internal peers
• Oversee underwriting and pricing of traditional GIC bids
• Oversee GIC sales, including client negotiations, term confirmation, contract issuance, documentation, administrative record creation, and wire payment authorization
• Coordinate MTN transaction documentation with Legal, outside counsel, and auditors
• Ensure contracts and legal documents are properly filed and comply with state and federal insurance regulations
• Define and execute a PRT product strategy to achieve growth and profitability targets
• Monitor regulatory changes and institutional-market requirements
• Ensure ongoing compliance reporting requirements are met
• Oversee production and analysis of institutional-business financial projections
• Monitor capital-markets conditions and the institutional competitive environment
• Manage complex Institutional Products projects
• Complete monthly, quarterly, and annual reporting and updates
• Oversee underwriting, pricing, risk analysis, financial modeling, liability administration, and regulatory compliance
• Review and certify quarterly results and controls for financial reporting
• Coordinate annual planning with Financial Planning & Analysis
• Coordinate with Actuarial on pricing, liability accounting/valuation, new sales strain, and related matters
• Coordinate with Treasury and PPM on available cash and investment strategies
• Perform other duties and/or projects as assigned

• Bachelor's Degree in Actuarial Science, Mathematics, Statistics or related field required
• 15+ years of broad insurance experience, including investment, asset-liability management, financial modelling, and risk analysis required
• 10+ years of experience working with institutional products required
• Experience working with MTN programs and transactions strongly preferred
• Experience with risk underwriting, contract issuance, and compliance for institutional products and PRT preferred
• FSA or CFA professional designations preferred
• Broad knowledge and business acumen in the Institutional Products arena
• Broad insurance and business background covering a wide variety of functions
• Knowledge and practical experience working with MTN programs
• Knowledge and practical experience implementing a PRT strategy
• Knowledge of federal and state insurance regulations and requirements
• Proven ability to solve problems and manage complex issues
• Ability to work in a fast-paced, deal-driven, team-oriented environment
• Excellent project management, collaboration, and negotiation skills
• Impeccable attention to detail and focus on execution excellence

Demonstrates expertise in underwriting, pricing, and risk analysis for institutional products, with a strong focus on compliance with federal and state insurance regulations. Proven ability to develop and execute product strategies that drive growth and profitability in a fast-paced, team-oriented environment.

• Underwriting
• Risk Analysis
• Financial Modeling
• Institutional Products
• Compliance

• Financial Modeling
• Risk Underwriting
• Contract Issuance
• Pricing Strategy
• Regulatory Compliance
• MTN Programs
• PRT Strategy Implementation
• Asset-Liability Management
• Institutional Business Financial Projections
• Documentation Coordination

• Project Management
• Collaboration
• Negotiation
• Problem Solving
• Attention to Detail

• FSA
• CFA

• Institutional Products
• Insurance Regulations
• GIC Bids
• Capital Markets
• Financial Reporting
• Investment Strategies
• Liability Administration
• Compliance Reporting
• Deal-Driven Environment
• Client Negotiations