Job Summary
The Retirement Project Associate is responsible for supporting the successful intake, prioritization, planning, and execution of retirement projects and initiatives. This position will act as a partner to the retirement management committee in road mapping and aligning priorities with organizational goals, while also being hands-on in developing tools, templates, and frameworks to ensure seamless project execution.
Duties and Responsibilities
- Collaborate with Retirement MC to develop and maintain a project portfolio in alignment with the organization’s strategic priorities.
- Facilitate the intake, categorization, and prioritization of retirement projects and initiatives.
- Ensure data is updated and available for portfolio leader’s assessments.
- Assist in documenting project scope and objectives and documenting project plans to monitor and track progress.
- Maintain retail project reporting in retail tool of choice.
- Provide project support as needed – note taking, meeting scheduling or follow up on action items.
- Partner with Retirement Chief of Staff to ensure projects are on track and are aligned to organizational priorities.
- Establish and maintain regular reporting and dashboards on project progress, outcomes, and performance.
- Provide process improvement recommendations to streamline Retirement project execution and operations.
- Build and develop relationships at various levels for increased efficiency and effective responsiveness across functions.
- Assist in preparing communication materials to enhance management and the execution of retirement business strategies.
Experience and Education Requirements
- Associate or bachelor’s degree; in lieu of degree 3+ years of relevant experience
- 2+ years of professional work experience
Knowledge, Skills and Abilities
- Strong project reporting skills, with a focus on cross-functional communication.
- Willingness to pivot when enterprise priorities shift
- Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
- Strong attention to detail
- Ability to prioritize tasks without supervision
- Active listener, diplomatic and able to challenge the status quo, respectfully
- Appropriate sense of urgency with high level of personal accountability
- Microsoft: Excel, PPT, WORD, Teams
Other Requirements
- Perform other functions, duties and projects as assigned
- Regular and punctual attendance
- Minimal travel required (less than 10%)
Work Environments
F&G believes in an employee-centric flexible environment, which is why we offer the ability for in-office, hybrid and remote work arrangements. During the hiring process, you'll work with your leader to decide what works best for your role.
F&G complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities, unless such accommodation would cause an undue hardship for F&G. If reasonable accommodation is needed to participate in the job application or interview process, please contact [email protected].
Join our employee-centric hybrid work environment: F&G Careers
About F&G
Since 1959, Fidelity & Guaranty Life Insurance Company (F&G) has offered annuity and life insurance products to those who are seeking security in retirement and protection during life’s unexpected events.
As a national Top Workplace1, an Iowa Top Workplace2 and a proud equal opportunity employer, F&G team members are empowered, collaborative, dynamic and authentic. We believe that by embracing these values, we will continue to build and strengthen the company while continuing to be a great place to work.
1Top Workplaces USA 2022 – 2023
2Des Moines Register Top Workplaces 2018 – 2022
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Top Skills
What We Do
Established in 1959, F&G is headquartered in Des Moines, Iowa, and offers unique life insurance and annuity solutions to meet individual financial security needs through a national network of financial professionals. Our products have protected over 700,000 people across the United States.
F&G is a company of individuals who believe in the power of partnerships, encourage innovation and creativity, and are transparent about decisions while delivering on their commitments. These values allow F&G to help you turn your aspirations into reality.
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