Responsible for executing Sammons Independent Annuity Group’s (SIAG) strategic priorities by translating strategy into actionable plans, driving enterprise alignment, and enabling the successful delivery of key initiatives. Oversee business planning, operating cadence, and cross-functional execution to ensure strategic initiatives are implemented effectively and deliver measurable results. Facilitate governance forums, execution reviews, and planning processes to maintain alignment, accountability, and performance against SIAG’s strategic objectives. Build the capabilities, processes, and infrastructure required to support scalable growth and long-term success.
Responsibilities:• Lead execution of SIAG’s strategic plan, ensuring alignment across Sales, Product, Marketing, Shared Services, and
Sammons Financial Group Companies partners.
• In conjunction with the VP of Strategic Planning, facilitate the annual planning process, including prioritization of
initiatives, target setting, and resource alignment, ensuring the translation of strategy into executable plans.
• Establish and lead operating cadence forums, including execution reviews, initiative governance, and performance
checkpoints to track progress and drive accountability.
• Facilitate cross-functional execution alignment sessions to ensure clarity of roles, responsibilities, timelines, and
interdependencies across initiatives.
• Translate strategic priorities into actionable roadmaps and performance management frameworks.
• Drive implementation of key enterprise initiatives, ensuring delivery against timelines, objectives, and expected
business outcomes.
• Oversee integration of large-scale initiatives and ensure successful adoption into business operations.
• Build and enhance operational processes, tools, and capabilities that enable efficient and scalable execution.
• Leverage data and analytics to monitor performance, identify gaps, and drive continuous improvement across
initiatives and business processes.
• Support development and enablement of digital and data capabilities across distribution and operational functions.
• Partner with Planning and Business Development, Sales, Product, Marketing, and enterprise stakeholders to ensure
coordinated execution of strategic priorities.
• Enable cross-business unit collaboration to improve the efficiency, consistency, and effectiveness of execution.
• Provide leadership to direct reports, fostering accountability, execution discipline, and performance aligned with
SIAG’s objectives.
• Work closely and collaboratively with other SIAG, Shared Services, and Corporate Services leaders to gain alignment
on SIAG strategy and go-to-market initiatives.
• Drive and reinforce commitment to internal controls processes and enterprise governance standards.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection,
Openness, Respect and Integrity).
• Participate in other initiatives and/or projects as necessary.
EDUCATION
• Bachelor's Degree required
• Master's Degree preferred
EXPERIENCE
• Extensive experience in product development and strategic project management
SKILLS
• Broad knowledge of Annuity and Life functions and how these functions interrelate with our Field Force, Policy Owners,
the Division, and other areas of the business
• Posses considerable knowledge of industry trends and technologies needed for the design, development, and
implementation of complex initiatives
• Ability to work effectively with individuals and groups
• Flexible in coping with changing business environments
• Well-developed oral and written communication skills to effectively communicate with a variety of personalities and
locations
• High degree of decision-making ability, using tact and good judgment
LICENSES & CERTIFICATIONS
• CLU or
• FSA preferred
TRAVEL REQUIREMENTS
• May be required to travel to a company office or location other than your normal workplace for trainings, meetings,
conferences or to support business needs
• Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
Pay Transparency Verbiage:Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire.
Company Information:• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.
At this time, we’re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)
Additional Information:Sammons Financial Group Is An Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other characteristic protected by applicable law.
ADA
Sammons Financial Group is committed to providing reasonable accommodations to qualified individuals with disabilities in all aspects of the employment process. If you need assistance or a reasonable accommodation at any stage of the application or hiring process, including navigating our website or applying for a position, please contact HR@sfgmembers.com or call 800-728-2987.
E-Verify
Sammons Financial Group participates in E-Verify and will provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee's Form I-9 to confirm work authorization.
Policy for External Search Firms and Agencies
Sammons Financial Group maintains an internal Talent Acquisition function and does not accept unsolicited resumes or candidate submissions from search firms, staffing agencies, or other third-party recruiting vendors. Please review our Recruitment Agency Policy for additional information here.