Counsel, Product
Des Moines, IA · On-site
... pension risk transfer transactions, and other institutional solutions. * Reviews and negotiates ... Ensures prudent management of expenses for assigned matters and projects, including budgeting ...
Counsel, Product
Des Moines, IA · On-site
... pension risk transfer transactions, and other institutional solutions. * Reviews and negotiates ... Ensures prudent management of expenses for assigned matters and projects, including budgeting ...
Risk Manager
Davenport, IA · On-site
$88K - $121K/yr
Risk management and risk mitigation Workers' compensation and liability claims Workplace safety and OSHA compliance Insurance administration and risk transfer Contract review and regulatory ...
Risk Manager
Davenport, IA · On-site
$88K - $121K/yr
Risk management and risk mitigation Workers' compensation and liability claims Workplace safety and OSHA compliance Insurance administration and risk transfer Contract review and regulatory ...
... pension risk transfer transactions, and other institutional solutions. * Reviews and negotiates ... Ensures prudent management of expenses for assigned matters and projects, including budgeting ...
... pension risk transfer transactions, and other institutional solutions. * Reviews and negotiates ... Ensures prudent management of expenses for assigned matters and projects, including budgeting ...
Jr Business Operations Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
... Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and optimize our document management systems, with ...
Jr Business Operations Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
... Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and optimize our document management systems, with ...
Jr Business Operations Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
... Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and optimize our document management systems, with ...
Jr Business Operations Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
... Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and optimize our document management systems, with ...
Jr Business Operations Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
... Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and optimize our document management systems, with ...
Jr Business Operations Analyst
Des Moines, IA · On-site +1
$69K - $126K/yr
... Pension Risk Transfer through printed and online materials, agreements, letters, and forms. We are seeking a detail-oriented professional to manage and optimize our document management systems, with ...
... apply risk management practices to drive business outcomes? Our industry-leading workforce ... Leads strategy, design, and execution of risk transfer placements for the Alternative Ventures and ...
... apply risk management practices to drive business outcomes? Our industry-leading workforce ... Leads strategy, design, and execution of risk transfer placements for the Alternative Ventures and ...
Risk Manager - Insurance
$110K - $145K/yr
Risk Manager - Insurance Fully Remote: applicants in Eastern or Central Time Zone Supporting ... Strong knowledge of commercial insurance products, coverage structures, and risk transfer ...
Risk Manager - Insurance
$110K - $145K/yr
Risk Manager - Insurance Fully Remote: applicants in Eastern or Central Time Zone Supporting ... Strong knowledge of commercial insurance products, coverage structures, and risk transfer ...
... apply risk management practices to drive business outcomes? Our industry-leading workforce ... Leads strategy, design, and execution of risk transfer placements for the Alternative Ventures and ...
... apply risk management practices to drive business outcomes? Our industry-leading workforce ... Leads strategy, design, and execution of risk transfer placements for the Alternative Ventures and ...
... and risk management analysis. Coordinates preparation & review of risk transfer and recovery ... paid pension plan, business casual attire, and more. To learn more about the benefits we offer ...
... and risk management analysis. Coordinates preparation & review of risk transfer and recovery ... paid pension plan, business casual attire, and more. To learn more about the benefits we offer ...
... and risk management analysis. Coordinates preparation & review of risk transfer and recovery ... paid pension plan, business casual attire, and more. To learn more about the benefits we offer ...
... and risk management analysis. Coordinates preparation & review of risk transfer and recovery ... paid pension plan, business casual attire, and more. To learn more about the benefits we offer ...
Director of Insurance & Risk Management
Le Mars, IA · On-site
$159K - $223K/yr
... adequate risk transfer and insurance requirements are met. 5. Oversee claims management process, including reporting, investigating, documenting and resolving claims related to property, auto ...
Director of Insurance & Risk Management
Le Mars, IA · On-site
$159K - $223K/yr
... adequate risk transfer and insurance requirements are met. 5. Oversee claims management process, including reporting, investigating, documenting and resolving claims related to property, auto ...
Director of Insurance & Risk Management
Le Mars, IA · On-site
$159K - $223K/yr
... adequate risk transfer and insurance requirements are met. 5. Oversee claims management process, including reporting, investigating, documenting and resolving claims related to property, auto ...
Director of Insurance & Risk Management
Le Mars, IA · On-site
$159K - $223K/yr
... adequate risk transfer and insurance requirements are met. 5. Oversee claims management process, including reporting, investigating, documenting and resolving claims related to property, auto ...
... management, risk transfer, and resolution of high-severity matters. The role operates in a highly collaborative environment, partnering with the VP of Corporate Technical Claims on enterprise-level ...
... management, risk transfer, and resolution of high-severity matters. The role operates in a highly collaborative environment, partnering with the VP of Corporate Technical Claims on enterprise-level ...
AVP - Major Claims Leader
Cedar Rapids, IA · On-site +1
... management, risk transfer, and resolution of high-severity matters. The role operates in a highly collaborative environment, partnering with the VP of Corporate Technical Claims on enterprise-level ...
AVP - Major Claims Leader
Cedar Rapids, IA · On-site +1
... management, risk transfer, and resolution of high-severity matters. The role operates in a highly collaborative environment, partnering with the VP of Corporate Technical Claims on enterprise-level ...
... risk transfer. * Participate in special projects requiring legal insight, including policy language review, litigation management initiatives, and cross-departmental risk mitigation efforts.
... risk transfer. * Participate in special projects requiring legal insight, including policy language review, litigation management initiatives, and cross-departmental risk mitigation efforts.
... risk transfer. * Participate in special projects requiring legal insight, including policy language review, litigation management initiatives, and cross-departmental risk mitigation efforts.
... risk transfer. * Participate in special projects requiring legal insight, including policy language review, litigation management initiatives, and cross-departmental risk mitigation efforts.
... risk transfer. * Participate in special projects requiring legal insight, including policy language review, litigation management initiatives, and cross-departmental risk mitigation efforts. What you ...
... risk transfer. * Participate in special projects requiring legal insight, including policy language review, litigation management initiatives, and cross-departmental risk mitigation efforts. What you ...
Deliver training and knowledge transfer to client teams on Allegro functionality, promoting ... Risk, P&L, and exposure management (positions, valuation curves, mark-to-market) * Settlements and ...
Deliver training and knowledge transfer to client teams on Allegro functionality, promoting ... Risk, P&L, and exposure management (positions, valuation curves, mark-to-market) * Settlements and ...
Claims Representative - General & Product Liability | Multi State Jurisidication | Licensing: Rec...
West Des Moines, IA · Hybrid
$55K - $75K/yr
... risk transfer (tender opportunities); settle claims up to designated authority level; make claim ... Two (2) years of claims management experience or equivalent combination of education and experience ...
Claims Representative - General & Product Liability | Multi State Jurisidication | Licensing: Rec...
West Des Moines, IA · Hybrid
$55K - $75K/yr
... risk transfer (tender opportunities); settle claims up to designated authority level; make claim ... Two (2) years of claims management experience or equivalent combination of education and experience ...
Pension Risk Transfer Manager information
What are some common challenges faced by a Pension Risk Transfer Manager during the execution of transactions?
A Pension Risk Transfer Manager often navigates complex regulatory requirements, tight transaction timelines, and the need to align multiple stakeholders, including plan sponsors, actuaries, and legal advisors. Managing sensitive data and ensuring accurate valuation of pension liabilities are critical, as errors can impact both financial outcomes and participant security. Effective communication, attention to detail, and problem-solving skills are essential to anticipate and address issues that may arise during the transfer process.
What is the difference between Pension Risk Transfer Manager vs Pension Actuary?
| Aspect | Pension Risk Transfer Manager | Pension Actuary |
|---|---|---|
| Credentials | Typically requires actuarial certifications (e.g., ASA, FSA) and industry experience | Requires actuarial credentials (e.g., ASA, FSA) and often a state license |
| Work Environment | Focuses on managing pension risk transfer deals, client interactions, and project execution | Involves risk assessment, modeling, and valuation work within insurance or consulting firms |
| Industry Usage | Common in pension risk transfer, insurance, and consulting firms | Widely used in insurance companies, consulting firms, and government agencies |
The main difference is that Pension Risk Transfer Managers oversee pension buyouts and risk transfer projects, focusing on deal execution and client management, while Pension Actuaries perform detailed risk assessments, valuations, and modeling to support these transactions. Both roles require actuarial credentials but differ in daily responsibilities and focus areas.
What are Pension Risk Transfer Managers?
Pension Risk Transfer Managers are professionals who oversee the process of transferring pension liabilities from a company's balance sheet to an insurance company or other financial institution. They help organizations manage and reduce the financial risks associated with defined benefit pension plans by facilitating transactions such as buyouts or buy-ins. These managers are responsible for evaluating pension plans, coordinating with stakeholders, and ensuring that the transfer process complies with regulations and meets the needs of both the plan sponsor and participants.
What are the key skills and qualifications needed to thrive as a Pension Risk Transfer Manager, and why are they important?
To thrive as a Pension Risk Transfer Manager, you need expertise in pension plan structures, actuarial analysis, financial risk assessment, and typically a background in finance, actuarial science, or a related field. Familiarity with pension management software, actuarial modeling tools, and regulatory compliance systems is crucial, along with credentials such as ASA, FSA, or CFA. Strong project management, negotiation, and client relationship skills help you navigate complex transactions and communicate effectively with stakeholders. These skills ensure the accurate assessment and successful execution of pension risk transfer deals, safeguarding client interests and regulatory compliance.
What are popular job titles related to Pension Risk Transfer Manager jobs in Iowa? For Pension Risk Transfer Manager jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Pension Risk Transfer Manager jobs in Iowa look for? The top searched job categories for Pension Risk Transfer Manager jobs in Iowa are:
What cities in Iowa are hiring for Pension Risk Transfer Manager jobs? Cities in Iowa with the most Pension Risk Transfer Manager job openings:
Job description
At American Equity we offer leading annuity products that help empower our clients to fulfill their needs and wants in retirement. Our success comes from hiring high-energy individuals who embody the beliefs that drive our unique culture. We currently fund over half a million retirements nationwide, headquartered in Des Moines, Iowa, for over thirty years with satellite offices in Charlotte, NC and New York, NY.
GENERAL PURPOSE OF THE JOB:
Counsel is responsible for providing in-house legal advice and guidance, with primary focus on the development and filing of retail and institutional annuity products, annuity product distribution, and annuity operations support. This role serves as a strategic legal advisor in support of the company's product development and distribution initiatives, working under the direction of senior legal leadership.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Scope of responsibility in each legal discipline may vary. Incumbent will provide legal counsel to assigned business units.
Product Development
Product Distribution
Drafts, reviews, and negotiates distribution and selling agreements with IMOs, broker-dealers, and other distribution partners.
Annuity Operations
Other
SUPERVISORY RESPONSIBILITIES:
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None
EDUCATION AND/OR EXPERIENCE:
Juris Doctorate degree from an ABA accredited law school plus a minimum of five years practicing law within the insurance or financial services industry.
Experience with annuity product development, regulatory filings, or insurance product distribution strongly preferred.
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
Ability to practice law within the U.S. and admitted to the Bar in at least one U.S. state, preferably in the State of Iowa.
KNOWLEDGE, SKILLS AND ABILITIES:
This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
#LI-SD1
At American Equity, our core values-Empowered, Passion, Integrity, and Caring-are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site.
Iowa Best Companies to Work for 2025 | Top Workplaces
For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.
GENERAL PURPOSE OF THE JOB:
Counsel is responsible for providing in-house legal advice and guidance, with primary focus on the development and filing of retail and institutional annuity products, annuity product distribution, and annuity operations support. This role serves as a strategic legal advisor in support of the company's product development and distribution initiatives, working under the direction of senior legal leadership.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Scope of responsibility in each legal discipline may vary. Incumbent will provide legal counsel to assigned business units.
Product Development
- Serves as a key legal advisor to product development, actuarial, and compliance teams, including providing legal analysis and risk assessment on product design decisions, filing strategies, and product launch readiness.
- Drafts, reviews, and refines annuity product forms and supporting documentation across retail and institutional product lines, including individual and group annuities.
- Supports regulatory compliance and product filing activities for SEC-registered and non-registered annuity products under applicable state insurance requirements and, when applicable, federal securities laws requirements, including the Securities Act of 1933, the Investment Company Act of 1940, and related SEC rules and guidance.
- Advises on legal and regulatory requirements specific to group annuity contracts, including plan-level documentation, certificate forms, and coordination with ERISA and tax qualification requirements where applicable.
- Provides legal support for institutional annuity products, including funding agreements, guaranteed investment contracts, pension risk transfer transactions, and other institutional solutions.
- Reviews and negotiates index, data, and trademark licensing agreements and related documentation including coordination with product development, actuarial, compliance, and external index providers.
Product Distribution
Drafts, reviews, and negotiates distribution and selling agreements with IMOs, broker-dealers, and other distribution partners.
- Provides legal guidance on producer licensing, appointment, compensation arrangements, and ongoing compliance with producer conduct and oversight requirements.
- Advises on advertising, marketing materials, and sales illustrations for compliance with state insurance regulations and, where applicable, FINRA rules and SEC requirements.
- Monitors and advises on regulatory developments affecting annuity distribution, including state suitability and best interest standards and SEC Regulation Best Interest.
Annuity Operations
- Advises annuity operations teams on contract interpretation and administration of annuity transactions, including surrenders, withdrawals, annuitizations, required minimum distributions, and ownership changes.
- Reviews estate planning and fiduciary authority documents, including trusts, powers of attorney, wills, guardianship and conservatorship documents, and advises on their impact on annuity contract ownership, beneficiary designations, claims, distributions, and administrative processing.
- Supports the handling of claims disputes, including death claims, beneficiary disputes, contestability matters, overpayments, and other collection matters.
- Evaluates, advises, and responds to consumer complaints, disputes, and inquiries, as well as subpoenas and information requests from attorneys and regulators.
Other
- Ensures prudent management of expenses for assigned matters and projects, including budgeting, forecasting, and outside counsel oversight.
- Provides work direction to paralegals as applicable.
- Performs other related work as assigned.
SUPERVISORY RESPONSIBILITIES:
Direct Reports: None
General Description of Indirect Reports (2 and 3-downs): None
EDUCATION AND/OR EXPERIENCE:
Juris Doctorate degree from an ABA accredited law school plus a minimum of five years practicing law within the insurance or financial services industry.
Experience with annuity product development, regulatory filings, or insurance product distribution strongly preferred.
CERTIFICATES, LICENSES, PROFESSIONAL DESIGNATIONS:
Ability to practice law within the U.S. and admitted to the Bar in at least one U.S. state, preferably in the State of Iowa.
KNOWLEDGE, SKILLS AND ABILITIES:
- Deep familiarity with annuity product development, product distribution, and annuity operations, including state insurance regulatory frameworks and federal securities laws governing registered and non-registered annuity products.
- Demonstrated experience drafting and reviewing complex contracts, product forms, and regulatory filings.
- Exceptional contract drafting, analytical, and legal writing skills.
- Strong risk assessment capabilities with the ability to communicate complex legal concepts clearly to internal stakeholders and frame legal guidance in business-friendly terms.
- Experience with regulatory compliance under the Securities Act of 1933 and related SEC regulations preferred.
- Ability to deliver and prioritize legal services across multiple business units with a solid understanding of insurance company operations.
- Strong organizational and planning skills with the ability to handle pressure and meet deadlines in a fast-paced work environment.
- Clear understanding and adherence to ethical principles, company values, code of conduct, and policies.
This description covers the major purpose and essential functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related work requested by their manager. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.
#LI-SD1
At American Equity, our core values-Empowered, Passion, Integrity, and Caring-are more than words. They guide how we support one another and how we serve our clients every day. To learn more about American Equity, our culture, and our values, visit the Careers site.
Iowa Best Companies to Work for 2025 | Top Workplaces
For more information about how your information is processed, please click on the Privacy tab at the bottom of the page and then click on the Applicant Privacy Policy.