Director, PRT Client Management

1 month ago


Des Moines, United States Fidelity & Guaranty Life Insurance Company Full time
Job DescriptionJob Description

F&G is hiring for a Director, PRT Client Management

The Director, PRT Client Management will manage and enhance our relationships with potential and existing PRT clients, ensuring their ongoing operational support and satisfaction. This position will also participate in creating the strategic roadmap for the PRT Sales and Operations organization.

The Director, PRT Client Management will report to the SVP, PRT Sales and Operations.

Duties and Responsibilities

  • Manage, oversee and support PRT conversion transactions which requires complex decision making that ensures transactions are executed effectively and in a timely manner.
  • Serve as the primary point of contact for PRT clients and our Third-Party Administrator throughout transaction onboarding, ensuring a smooth transition and ongoing client satisfaction.
  • Update and evolve the PRT Conversion Project Plan for each client.
  • Schedule and facilitate regular client meetings to review project progress, address concerns, and adapt plans as needed based on client feedback.
  • Collaborate closely with Pricing, Valuation, Legal and Treasury to ensure transactions are managed effectively.
  • Prepare and present ongoing Management Reports to inform executives of noteworthy updates.
  • Collaborate and partner with other members of the PRT Operations team in addition to our Third-Party Administrator.
  • Manage and support existing process documentation and the development of new processes to improve PRT client management and onboarding workflow.
  • Oversee the management of ongoing administrative issues related to covered annuitants.
  • Collaborate with PRT team members to prepare information required for state exams, internal and external audits, and other regulatory requirements as needed.

Experience and Education Requirements

  • Bachelor's degree in finance, economics, business, a related field, or equivalent experience.
  • Minimum of 8 years of applicable experience in financial services. A focus on client management within pension risk transfer is preferred.
  • Experience with PRT is preferred.

Knowledge, Skills and Abilities

  • Ability to build effective relationships and work collaboratively across F&G and with new and existing clients.
  • Excellent verbal and written communication skills with ability to convey information to others in a clear, focused, and concise manner.
  • Strong analytical, critical thinking and problem-solving skills
  • Strong attention to detail and accuracy along with excellent organization and documentation skills.
  • Demonstrated ability to perform effectively in an environment of constant change.
  • Demonstrated ability to deliver required results.
  • Demonstrated ability to improve processes.

Other Requirements

  • Perform other functions, duties and projects as assigned.
  • Regular and punctual attendance.
  • Minimal travel required (less than 10%).

#LI-remote #LI-BR1

Additional Information

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 talentacquisition@fglife.com.

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

Notice for all Applicants who are California residents under the California Privacy Rights Act. Please click here to review the policy.



  • Des Moines, United States CDS Global Full time

    SUMMARY Responsible for assisting the Client Director with managing the CDS Global business relationship and satisfaction of one or more clients. Ensures that client’s business needs are satisfactorily met by collaborating, partnering with client and appropriate Business Units of CDS Global. This includes all services, existing ancillary services and all...


  • Des Moines, Iowa, United States CDS Global Full time

    Job SummaryWe are seeking a highly skilled and experienced Associate Client Director to join our team at CDS Global. As a key member of our client management team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their business needs are met and exceeded.Key ResponsibilitiesAssist the Client Director in...

  • Tax Director

    2 weeks ago


    Des Moines, United States The Reserves Network Inc Full time

    Job DescriptionJob DescriptionTAX DIRECTOR A well-established, local wealth management firm has an exciting opportunity to add a Tax Director to their staff. The Tax Director will integrate the organization's newly purchased tax and accounting division. This will entail leadership, integration, growth, and client support. If you love tax but are looking...

  • Tax Director

    2 months ago


    Des Moines, United States The Reserves Network Inc Full time

    Job DescriptionJob DescriptionTAX DIRECTOR A well-established, local wealth management firm has an exciting opportunity to add a Tax Director to their staff. The Tax Director will integrate the organization's newly purchased tax and accounting division. This will entail leadership, integration, growth, and client support. If you love tax but are looking...


  • Des Moines, Iowa, United States BHE Renewables Full time

    Business Connections Manager Job DescriptionOverview: The Business Connections Manager plays a crucial role in fostering and maintaining strong relationships with key commercial and industrial clients. This position is essential for driving business success and ensuring customer loyalty.Relationship Management: Cultivate and manage relationships with...


  • Des Moines, Iowa, United States Cottingham & Butler Full time

    Job OverviewCottingham & Butler is on the lookout for a skilled and strategic Client Relationship Manager to serve as an outsourced risk advisor for our esteemed clients and prospects. This role is crucial in overseeing and supporting current accounts while also fostering future business opportunities. The ideal candidate will spearhead risk evaluation...

  • Director of Sales

    3 weeks ago


    Des Moines, Iowa, United States Element West Des Moines Full time

    The Element Hotel-West Des Moines is seeking an experienced Director of Sales.At Crescent Hotels & Resorts, we understand what it takes to be a part of something great. We will encourage you to bring your true self to work every day, we will celebrate you and we will cheer you on as you shine bright in your career journey. Whether it be our health & wellness...


  • Des Moines, Iowa, United States Ryder System, Inc. Full time

    Ryder System, Inc. - Client Relationship ManagerJob seekers can review the Job Applicant Privacy Policy on the company's website.**Remote position with travel throughout the Midwest and West Coast of the US.Candidates must live in or be willing to relocate to specific areas.Education and experience will be considered in lieu of a degree.Salary ranges from...

  • Project Director

    4 days ago


    Des Moines, Iowa, United States The Weitz Company Contrack Watts, Inc. Full time

    Job SummaryThe Weitz Company / Contrack Watts, Inc. is seeking a seasoned Project Director to lead our Industrial Markets team. As a key member of our organization, you will be responsible for overseeing the construction operations and providing strategic direction to ensure project success.Key ResponsibilitiesProject Management: Develop and maintain project...


  • Des Moines, United States Fidelity & Guaranty Life Insurance Company Full time

    Job DescriptionJob DescriptionJob SummaryThe Manager, Enterprise Risk Management (ERM) is responsible establishing enterprise risk policies and procedures and will manage key aspects of enterprise risk including oversight, measurement, analysis and approval of enterprise analytics and reporting for Operational, Product/Distribution, and Strategy/Governance...

  • Clinic Director

    2 months ago


    Des Moines, Iowa, United States Ageless Mens Health Full time

    Foster real relationships. Advance the cause of men's health. Improve lives.With 71 clinics nationwide and a growing client base, Ageless Men's Health expanding and looking to open up a new clinic in the Des Moines area To support this location, we are looking for a full-time Clinic Director with experience as a Physician Assistant (PA-C) or Nurse...

  • Tax Director

    2 months ago


    Des Moines, United States Kassen Company Full time

    We are currently looking for a Director of US Tax to join our client’s dynamic team. The Director of US Tax will be responsible for overseeing all aspects of US tax compliance and strategy. This role will involve managing the preparation and filing of federal and state tax returns, developing tax strategies to minimize tax liabilities, and ensuring...


  • Des Moines, United States Augustine Property Management Full time

    Job DescriptionJob DescriptionAre you seeking to embark on a dynamic and rewarding journey in the mobile home park property management industry? Picture a role that offers continuous growth, an opportunity to showcase your talents, and the chance to be part of a thriving property management company on the rise.In this position, we embrace the spirit of hard...


  • Des Moines, Iowa, United States Clinical Management Consultants Full time

    Job Summary: We are seeking an experienced Surgical Services Nurse Manager to lead our clinical and administrative functions.About the Role: As a key member of our team, you will be responsible for refining your clinical and business skills through performance improvement projects, future planning, nursing process implementation, staff development, and cost...


  • Des Moines, Iowa, United States Team Builders Recruiting and Consulting, LLC Full time

    About the RoleThe Business Development Director is a key member of our team at Team Builders Recruiting and Consulting, LLC, responsible for driving business growth and revenue expansion. This individual contributor role requires a strong understanding of customer business strategies and the ability to develop relationships with key decision-makers.Key...


  • Des Moines, Iowa, United States Principal Financial Group, Inc. Full time

    Position OverviewAs a Senior Client Services Manager for ESOP within our Employee Stock Ownership Plan (ESOP) Administration division, you will cultivate and sustain productive relationships with ESOP clients to drive growth, profitability, and retention in retirement services. Your role will involve delivering exceptional, efficient, and timely service to...


  • Des Moines, Iowa, United States CareSTL Health Full time

    Job SummaryCareSTL Health is seeking a highly skilled Director of Facilities to oversee the routine operation, maintenance, and safety of all owned, leased, or managed facilities. This role involves planning, directing, and monitoring the progress of development projects such as building or renovating clinical sites.Key ResponsibilitiesFacilities Management:...


  • Des Moines, Iowa, United States Hazel Health Full time

    Job OverviewAt Hazel Health, we are the leading virtual provider of healthcare services in educational settings, recognized for our innovative approach to improving student health outcomes.Our mission is to partner with school districts and health plans nationwide, transforming educational institutions into accessible gateways for both physical and mental...

  • Registered Nurse

    2 weeks ago


    Des Moines, Iowa, United States HealthEcareers - Client Full time

    HealthEcareers - Client is in search of a travel nurse RN specializing in the Operating Room for an exciting opportunity.Position Overview & RequirementsSpecialty: Operating Room (OR)Discipline: Registered Nurse (RN)Duration: 13 weeks40 hours per weekShift: 8 hours, daytimeEmployment Type: TravelApplicants should possess a minimum of 2 years of experience in...


  • Des Moines, Iowa, United States HealthEcareers - Client Full time

    HealthEcareers - Client is currently looking for a travel nurse RN specializing in the Operating Room.Position OverviewSpecialty: Operating Room (OR)Discipline: Registered Nurse (RN)Employment Type: TravelDuration: 13 weeksWork Schedule: 40 hours per weekShift: 8 hours, day shiftsApplicants should possess a minimum of 2 years of experience in the Operating...