Senior Investment Project Manager

Symetra • ,

4d • $145,900 - $197,400 • Hybrid

About The Position

Symetra has an exciting new opportunity to join us as a Sr. Investment Project Manager! Symetra Investment Management (“SIM”) is an SEC-registered investment advisory firm with approximately $93.8 billion in assets under management as of June 30, 2026. Symetra Financial Corporation, a diversified financial services company with $77.9 billion in assets as of December 31, 2025, headquartered in Bellevue, Washington. Symetra Financial Corp. is the holding company of Symetra Life Insurance Company, which was founded in 1957. Symetra Life has insurer financial strength ratings of ‘A’ by A.M. Best and Standard & Poor’s and ‘A1’ by Moody’s. Symetra Life is among the top 40 largest life insurance companies in the United States (based on statutory admitted assets as of December 31, 2025) and has approximately 5.5 million customers and over 3,200 employees nationwide. Corporate Parent Company: Sumitomo Life Insurance Company, a mutual life insurance company with head offices in Osaka and Tokyo, Japan. Founded in 1907, Sumitomo is one of the largest life insurance companies in Japan with ¥ 51.6 trillion ($322.6 billion) of assets (March 31, 2026). We are seeking a dynamic and experienced professional to join our Technology team as a Hybrid Project Manager / Business Analyst. This unique role combines the critical skills of project management with the analytical expertise of a business analyst. The ideal candidate will have a strong background in project management, technology integration, business analysis, data management, and streamlining/automation of repetitive processes, particularly within the investment management industry. This role requires a proactive leader with excellent analytical, communication, and problem-solving skills.

Requirements

• Bachelor’s degree in Business Administration, Project Management, Information Technology, or a related field.
• 5-7 years of experience in the investment management industry.
• Consistent track record in project management and business analysis, with successful project delivery.
• Advanced understanding of investment systems and full-cycle vendor product management.
• Proficiency in project management methodologies (e.g., Agile, Waterfall) and tools (e.g., MS Project, JIRA).
• Strong analytical, problem-solving, and communication skills, with the ability to translate complex business processes into actionable requirements.
• Prior experience in the fixed income asset class.
• Advanced level knowledge of Power BI, SQL and Office 365 and solid understanding of VBA and other automation tools.
• Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Nice To Haves

• An advanced degree or certification (e.g., MBA, PMP) is preferred.

Responsibilities

• Lead and manage projects and parts of larger projects from initiation to completion, ensuring objectives are met within scope, time, and budget.
• Develop and maintain detailed project plans, including timelines, milestones, risk management strategies, and prioritization.
• Coordinate with multi-functional teams, collaborators, and external vendors to ensure seamless project execution.
• Monitor project progress, proactively addressing any issues or roadblocks.
• Uphold project management best practices and company standards, ensuring comprehensive documentation.
• Prepare detailed reports and presentations for senior management and collaborators.
• Coordinate vendor integration projects, including data mapping, business use case definition, and business function mapping.
• Lead the full lifecycle of vendor integration, from initial business requirements and vendor selection to implementation and business model integration.
• Perform in-depth analysis of business processes, systems, and user needs to identify improvement opportunities.
• Elicit, document, and manage business requirements through interviews, workshops, and data analysis.
• Develop functional specifications, process diagrams, and use cases for communication with technical teams.

Benefits

• Flexible full-time or hybrid telecommuting arrangements
• 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Company matching for community contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Senior