Retirement Project Associate
Fidelity & Guaranty Life Business Services

Job Info

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Job Summary

The Retirement Project Associate is responsible for supporting the successful intake, prioritization, planning, and execution of retirement projects and initiatives. This position will act as a partner to the retirement management committee in road mapping and aligning priorities with organizational goals, while also being hands-on in developing tools, templates, and frameworks to ensure seamless project execution.

Duties and Responsibilities

• Collaborate with Retirement MC to develop and maintain a project portfolio in alignment with the organization's strategic priorities.
• Facilitate the intake, categorization, and prioritization of retirement projects and initiatives.

• Ensure data is updated and available for portfolio leader's assessments.

• Assist in documenting project scope and objectives and documenting project plans to monitor and track progress.
• Maintain retail project reporting in retail tool of choice.
• Provide project support as needed - note taking, meeting scheduling or follow up on action items.
• Partner with Retirement Chief of Staff to ensure projects are on track and are aligned to organizational priorities.
• Establish and maintain regular reporting and dashboards on project progress, outcomes, and performance.
• Provide process improvement recommendations to streamline Retirement project execution and operations.
• Build and develop relationships at various levels for increased efficiency and effective responsiveness across functions.
• Assist in preparing communication materials to enhance management and the execution of retirement business strategies.

Experience and Education Requirements

• Associate or bachelor's degree; in lieu of degree 3+ years of relevant experience
• 2+ years of professional work experience

Knowledge, Skills and Abilities

• Strong project reporting skills, with a focus on cross-functional communication.
• Willingness to pivot when enterprise priorities shift
• Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others
• Strong attention to detail
• Ability to prioritize tasks without supervision
• Active listener, diplomatic and able to challenge the status quo, respectfully
• Appropriate sense of urgency with high level of personal accountability
• Microsoft: Excel, PPT, WORD, Teams

Other Requirements

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

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

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