Project Manager: Strategic Distribution; Business PM

Project Manager:
Strategic Distribution (Business PM) 4829

Project Manager 5 – Strategic Distribution (Business PM)

Location: Hybrid – Springfield, MA (preferred) | Boston candidates must travel to Springfield during onboarding.

Type: Contract.

Our team is seeking an experienced Business Project Manager to support initiatives with external distribution partners across Life, DI, and Annuity products. This is not an IT project management role
. The ideal candidate brings strong business acumen, exceptional organization, and the confidence to manage high-value external relationships.

• Manage a portfolio of business initiatives supporting third-party distributors.
• Lead projects related to new firm onboarding, product launches, regulatory initiatives, and distributor-requested changes.
• Coordinate across Compliance, Operations, IT, Marketing, and Sales.
• Provide clear, transparent project status reporting to internal leadership and external partners.
• Drive execution in a fast-paced, highly regulated financial services environment.

• Proven experience as a business-focused Project Manager (IT-only PM backgrounds are not a fit).
• Strong organizational and process management skills; ability to manage multiple initiatives simultaneously.
• Confident, direct communicator comfortable delivering both positive and challenging updates.
• Experience in financial services;
  annuity experience strongly preferred.
• Collaborative, low-ego team player who can operate effectively in a matrixed organization.

• Hybrid role with a strong preference for Springfield, MA
  .
• Boston-based hires must spend their initial onboarding weeks in Springfield for team integration.
• Structured 90-day onboarding plan with progressive responsibility.

• Experience working with external distributors or sales partners.
• Exposure to Life, DI, or Annuity products.
• PMO or portfolio management experience (PMP not required).