About The Position

We are looking for a high-potential, action-oriented Senior Manager with strong expertise in the Life, Annuity, and Retirement (L&A&R) insurance domain. This role is a blend of business advisory, techno-functional consulting, client relationship management, and revenue growth ownership. The candidate will work closely with Account Executives to open doors, build relationships across buying centers, shape opportunities, and drive revenue, while also leading successful delivery of consulting engagements.

Requirements

  • 10–12 years of experience in insurance consulting or technology services
  • Strong focus on Life, Annuity, and Retirement domain
  • Knowledge of L&A&R business processes and industry challenges
  • Experience with core policy administration and retirement systems
  • 8+ years experience with Big 4 consulting firms or leading IT services providers
  • 8+ years experience building client relationships and influencing stakeholders
  • 8+ years experience generating pipeline and driving revenue growth
  • 8+ years experience leading end-to-end consulting engagements
  • Must be onsite at client in Dallas, TX

Nice To Haves

  • Experience working with North American Life & Annuity carriers
  • Hands-on exposure to L&A core platforms (e.g., Policy Administration Systems, Retirement Recordkeeping systems)
  • Hands-on exposure to business transformation or modernization programs in L&A&R space
  • MBA or equivalent advanced degree
  • Established network within the Insurance ecosystem

Responsibilities

  • Partner with Account Executives to engage with business and technology stakeholders
  • Build trusted relationships across multiple buying centers within insurance clients
  • Lead consultative and advisory discussions with senior client leadership
  • Represent the firm as a credible domain and transformation advisor
  • Identify, shape, and convert consulting opportunities into pipeline and revenue
  • Lead or support proposals, RFP responses, and deal pursuits
  • Develop proactive point-of-view (POV) led conversations to open new doors
  • Contribute to account growth strategy and expansion initiatives
  • Provide expertise across the end-to-end L&A&R value chain, including product development & actuarial considerations, new business & underwriting, policy administration & servicing, claims & benefits management, distribution, retirement products, and customer experience, and regulatory and compliance landscape.
  • Advise clients on business transformation, operating model changes, and digital enablement
  • Bridge business requirements and technology solutions
  • Support transformation initiatives across core Life & Annuity administration platforms, retirement systems and recordkeeping ecosystems, and data, analytics, and integration layers.
  • Translate strategic objectives into practical, implementable solutions
  • Lead and oversee consulting engagements end-to-end
  • Ensure high-quality delivery, client satisfaction, and business outcomes
  • Manage cross-functional teams and drive execution discipline
  • Address challenges proactively and ensure program success
  • Contribute to Insurance consulting practice growth
  • Develop reusable assets, accelerators, and methodologies
  • Mentor junior consultants and build team capability
  • Support thought leadership and go-to-market initiatives

Benefits

  • Opportunity to build and scale a high-growth L&A&R consulting practice
  • Direct access to strategic accounts and senior leadership
  • Ability to drive impact across advisory, sales, and delivery
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