Athene

Director, Pension Group Annuity (PGA) Transaction Management

Athene  •  $176k - $265k/yr  •  United States (Onsite)  •  18 days ago
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Job Description

We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create an inclusive and dynamic work environment at our various locations.


Purpose:

The Pension Group Annuity (PGA) team is a key driver of Athene’s growth, origination, structuring and executing pension risk transfer (PRT) transactions and related balance sheet solutions for institutional clients. Closely aligned with Athene’s Corporate Development team, the PGA team leverages Apollo’s differentiated investment platform to deliver innovative, large-scale solutions across a rapidly evolving global retirement market.

The Director, PGA- Transaction Management, will play a critical role in executing complex PRT transactions, managing day-to-day transaction execution and owning key workstreams across the deal lifecycle from initial engagement through close. This role operates at the intersection of actuarial, legal, asset management, and operations, requiring strong technical expertise, attention to detail, and the ability to drive cross functional coordination in a fast-paced, transaction-oriented environment.

This is a high-impact opportunity with direct exposure to senior leadership and participation in some of Athene’s most strategic and visible transactions, as well as broader Corporate Development initiatives.


Accountabilities:

  • Lead execution of PRT transactions from initial engagement through insurer selection and onboarding, coordinating key workstreams across the transaction lifecycle
  • Manage and coordinate RFP processes, ensuring delivery of high-quality proposals through effective collaboration with actuarial, legal, asset management, and operations teams
  • Partner with intermediaries, fiduciaries, and clients, supporting due diligence efforts and participating in client and fiduciary meetings to drive successful transaction outcomes
  • Drive cross-functional coordination to support efficient onboarding and execution through transaction close and post-close activities
  • Develop and refine transaction analyses, presentations and client-facing materials ensuring accuracy, consistency, and alignment with transaction objectives
  • Partner with senior team members across all stages of transactions, including target identification, bidding, contract negotiation, closing, and post-close execution
  • Apply knowledge of actuarial concepts, regulatory considerations, and pension market dynamics, and insurance industry trends to support transaction evaluation and execution
  • Contribute to broader PGA strategic initiatives, including product development, process improvements, market research, and the use of data and AI-enabled tools to enhance scalability and efficiency
  • Participate in select Corporate Development projects and other strategic initiatives tied to Athene’s broader retirement and balance sheet solutions business


Qualifications and Experience:

  • 6+ years of relevant experience in pension risk transfer, insurance, investment banking, consulting, or other transaction-oriented roles
  • Experience managing complex transactions or workstreams, with the ability to balance multiple priorities in a fast-paced environment
  • Strong analytical and problem-solving skills with the ability to synthesize complex information and communicate effectively with senior stakeholders and clients
  • Demonstrated ability to work cross-functionally and influence outcomes without direct authority, while operating with a strong bias for action in ambiguous environments
  • Bachelor’s degree in Actuarial Science, Mathematics, Finance, Economics, or related field: ASA/FSA, CFA, CPA or similar credential preferred
  • Experience with data tools or AI-enabled workflows is a plus


$176,448.00 - $264,672.00 USD Annual


Annual Salary for this role is market competitive. Actual salary for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Depending on the role, a discretionary bonus plan or variable sales incentive may be included.

Drive. Discipline. Confidence. Focus. Commitment. Learn more about working at Athene

Athene is a Military Friendly Employer! Learn more about how we support our Veterans

Athene is committed to inclusion and is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, veteran status or any other status protected by federal, state or local law.

Athene

About Athene

Athene is a leading retirement services company with operations in the United States, Bermuda, Canada, and Japan. Athene is focused on providing financial security by offering an attractive suite of retirement income and savings products to individuals and by serving as a solutions provider to corporations.

Through its subsidiaries, Athene offers:

• Retail fixed, fixed indexed and registered index-linked annuities

• Fixed annuity reinsurance for third-party providers

• Institutional products, such as funding agreements and pension group annuity solutions

Let’s work together to make retirement remarkable. View our employment opportunities at Athene.com/careers.

Learn how to become an Athene financial professional at athene.com/contact.

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Athene’s principal subsidiaries include Athene Annuity & Life Assurance Company, a Delaware-domiciled insurance company, Athene Annuity and Life Company, an Iowa-domiciled insurance company issuing annuities in 49 states (excluding NY) and D.C., Athene Annuity & Life Assurance Company of New York, a New York-domiciled insurance company and issuing annuities in New York, and Athene Life Re Ltd., a Bermuda-domiciled reinsurer. This material should not be interpreted as a recommendation by Athene Annuity and Life Company, Athene Annuity & Life Assurance Company of New York or Athene Securities, LLC.

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This page represents companies owned by Athene Holding Ltd. (West Des Moines, Iowa) using the Athene name including Athene Annuity & Life Assurance Company (West Des Moines, IA), Athene Annuity and Life Company (West Des Moines, IA), Athene Annuity & Life Assurance Company of New York (Pearl River, NY), Athene Securities, LLC (West Des Moines, IA) and Athene Life Re Ltd. (Hamilton, Bermuda).

©2022 Athene. All rights reserved.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
West Des Moines, IA
Year Founded
Unknown
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