Junior Distribution Associate

Banner Life family of companies | retirement•Stamford, CT

8d•$80,000 - $100,000•Hybrid

About The Position

The Junior Distribution Associate is part of the Distribution Team, whose purpose is to represent Banner Life’s Family of Companies’ values by ensuring a great experience for clients, building trusted relationships with intermediaries, and facilitating growth opportunities for the company. This role sits at the intersection of deal execution and team operations, combining transaction support responsibilities with ownership of core coordination and governance processes. The successful candidate will play a critical role in ensuring the smooth execution of US PRT transactions, supporting transaction leads on live opportunities, and is expected to grow within the team over time by taking direct ownership of smaller, less complex transactions.

Requirements

College Degree or relevant work experience.
Commitment to delivering the best outcomes for clients
Ability to successfully balance the demands of routine work, ad hoc requests, and project delivery
Strong collaboration skills to assist with managing projects with multiple stakeholders
Ability to develop a basic understanding of highly technical content and translate it into appropriate content for our clients
Strong analytical and technical skills
Strong communication skills
Critical problem-solving skills and the ability to make sound decisions
Ability to communicate clearly and effectively with executive-level individuals, both internal and external

Responsibilities

Support the Distribution Lead on active PRT transactions by assisting in the preparation of client proposals and RFP responses, drafting and coordinating transaction contracts, and managing due diligence requests.
Coordinate internal stakeholders from various teams to ensure timely delivery of transaction deliverables.
Maintain and manage detailed project plans for all active transactions.
Respond to stakeholder requests for information, manage expectations, keep relevant parties informed, focus on timely delivery, and take ownership of resolving issues.
Track governance requirements on all deals to ensure relevant approvals are requested and held on time, and that senior stakeholders are kept informed of approval progress.
Work with appropriate parties to assist with governance meeting scheduling.
Contribute to the maintenance of the team’s pipeline of RFPs and live opportunities.
Ensure all opportunities are properly logged, tracked, and progressed.
Identify opportunities to improve efficiency in transaction execution and coordination.
Work as a member of the team, contribute to knowledge sharing through on-the-job training, and participate in team meetings in order to improve the capability, values, morale, and contribution of the team.

Benefits

10 - 25 vacation days, depending on experience level and years of service
4 floating holidays, 2 personal days, & 2 wellness days
10 - 15 sick days, depending on years of service
2 paid volunteering days
Health benefits, including medical, dental, and vision coverage
Supplemental health benefits and life insurance
6 weeks of paid parental and maternal leave
Immediate vesting into a 401 (k) savings plan with up to 6% company match
100% employer-contributed Pension Plan - Cash Balance Plan after 1 year of service
Flexible Workspace and Arrangements
Tuition and Certification reimbursements
Infertility and domestic partner benefits