Sr. Director, Integration

AmeriLife•Clearwater, FL

About The Position

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary AmeriLife’s Integration Management Office (IMO) is responsible for the success of AmeriLife’s M&A integrations. The Senior Director of Integration is responsible for managing the successful outcome of affiliate integrations including all relevant work streams pre-close and post-close as well as other IMO initiatives. Job Description Duties/Responsibilities [The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.] Understand key strategic, financial and operational drivers and assumptions in M&A Provide all relevant pre-close due diligence support to M&A Oversee project plans to be shared with incoming firms and the M&A integration team regularly Lead and coordinate an integration team of functional leads and business subject matter experts across AmeriLife Act as a liaison between the M&A team and functional leads on integration related information obtained during diligence Manage multiple and competing integration priorities Manage project scope and timelines based on resource availability, cross-functional dependencies and company objectives Maintain and enhance integration plan templates and reports in SmartSheets Proactively identify project risks and recommend effective mitigation plans Regularly report integration status and other initiative progress to COO, ELT, BOD and other key stakeholders Participate in weekly M&A team process and strategy meetings Proactively own/lead issue resolution between acquired affiliates/leaders and AmeriLife leaders Maintain, update and expand integration playbook(s) as necessary Qualifications 6-8 years of experience in consistent cross-functional program delivery with proven project management skills Experienced in M&A integrations Strong interpersonal skills and an ability to build rapport with company leaders and colleagues Developed understanding or the ability to quickly learn the operational details of business functions (IT, Finance, Operations, Compliance, HR, Marketing, etc.) Proven ability to manage multiple projects at a time, while maintaining sharp attention to detail Proactive and highly motivated with the ability to work independently and drive change Bachelor’s degree 3-5 years in a project management role within the insurance industry preferred Ability to travel ~15% Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive. Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected] . Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request. Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

Requirements

6-8 years of experience in consistent cross-functional program delivery with proven project management skills
Experienced in M&A integrations
Strong interpersonal skills and an ability to build rapport with company leaders and colleagues
Developed understanding or the ability to quickly learn the operational details of business functions (IT, Finance, Operations, Compliance, HR, Marketing, etc.)
Proven ability to manage multiple projects at a time, while maintaining sharp attention to detail
Proactive and highly motivated with the ability to work independently and drive change
Bachelor’s degree
Ability to travel ~15%

Nice To Haves

3-5 years in a project management role within the insurance industry preferred

Responsibilities

Understand key strategic, financial and operational drivers and assumptions in M&A
Provide all relevant pre-close due diligence support to M&A
Oversee project plans to be shared with incoming firms and the M&A integration team regularly
Lead and coordinate an integration team of functional leads and business subject matter experts across AmeriLife
Act as a liaison between the M&A team and functional leads on integration related information obtained during diligence
Manage multiple and competing integration priorities
Manage project scope and timelines based on resource availability, cross-functional dependencies and company objectives
Maintain and enhance integration plan templates and reports in SmartSheets
Proactively identify project risks and recommend effective mitigation plans
Regularly report integration status and other initiative progress to COO, ELT, BOD and other key stakeholders
Participate in weekly M&A team process and strategy meetings
Proactively own/lead issue resolution between acquired affiliates/leaders and AmeriLife leaders
Maintain, update and expand integration playbook(s) as necessary