Project Manager: Strategic Distribution (Business PM) 4829 jobs in United States
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Tier4 Group ยท 1 month ago

Project Manager: Strategic Distribution (Business PM) 4829

Tier4 Group is seeking an experienced Business Project Manager to support initiatives with external distribution partners across Life, DI, and Annuity products. The role involves managing a portfolio of business initiatives, leading projects, and coordinating across various departments in a regulated financial services environment.

CRMInformation TechnologySoftwareVirtual Reality

Responsibilities

Manage a portfolio of business initiatives supporting third-party distributors
Lead projects related to new firm onboarding, product launches, regulatory initiatives, and distributor-requested changes
Coordinate across Compliance, Operations, IT, Marketing, and Sales
Provide clear, transparent project status reporting to internal leadership and external partners
Drive execution in a fast-paced, highly regulated financial services environment

Qualification

Business Project ManagementFinancial Services ExperienceProcess ManagementOrganizational SkillsMatrix Organization ExperienceExternal Distributor ExperienceAnnuity Product KnowledgeCommunication SkillsTeam Collaboration

Required

Proven experience as a business-focused Project Manager (IT-only PM backgrounds are not a fit)
Strong organizational and process management skills; ability to manage multiple initiatives simultaneously
Confident, direct communicator comfortable delivering both positive and challenging updates
Experience in financial services; annuity experience strongly preferred
Collaborative, low-ego team player who can operate effectively in a matrixed organization

Preferred

Experience working with external distributors or sales partners
Exposure to Life, DI, or Annuity products
PMO or portfolio management experience (PMP not required)

Company

Tier4 Group

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Tier4 Group is a women-owned and diversity-certified technology Talent, Professional Services, Advisory, and Information Security firm with a national reach.

Funding

Current Stage
Growth Stage

Leadership Team

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Betsy Robinson
Founder + CEO
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Jake Sherrill
Partner
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Company data provided by crunchbase