West Des Moines, Iowa, USA
4 days ago
Vice President, Partner Onboarding & Portfolio Management

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:

Vitera (formerly ARS) helps workers turn their retirement savings into income they can count on for life—making guaranteed income simple, flexible, and reliable so people can spend with confidence. For employers and plan sponsors, Vitera delivers better retirement outcomes through its innovative multi-carrier Lifetime Income Builder platform, which integrates guaranteed income directly into workplace savings plans.

In partnership with Athene and Apollo, Vitera is seeking a Vice President, Partner Onboarding & Portfolio Management to lead the successful onboarding and ongoing portfolio management of strategic partners and clients using Vitera’s guaranteed income retirement solutions.

This role serves as the primary delivery leader for large-scale, complex onboarding product and platform initiatives, coordinating across Vitera, Athene, Apollo, and external partners in the financial services ecosystem to ensure seamless execution from contracting through full operational readiness. The ideal candidate is a senior, high energy, hands-on leader with a strong program management background who thrives in highly collaborative, cross-company environments.

Accountabilities:

Lead and oversee large-scale, multi-phase client onboarding and portfolio management programs for strategic partners integrating with Vitera’s guaranteed income solutionsCommand strong financial product and platform understanding necessary to facilitate education and solutioning across all stakeholder groupsServe as the primary cross-functional delivery lead, coordinating across internal teams including product, technology, operations, legal, compliance, and sales, as well as external partners needed to administer the end-to-end solutionTransition initiatives from onboarding to ongoing client maintenance with strong governance and management practices ensuring effective communication and collaboration with stakeholders at all levels, including senior and executive leadershipOwn program governance, including scope definition, delivery timelines, dependencies, risk management, escalations, and executive-level reportingManage multiple concurrent onboarding and portfolio initiatives while maintaining high standards of quality and execution


Qualifications and Experience:

10+ years of experience in program management, client onboarding, portfolio management, or related roles; including 5 years of people management experienceStrong background in financial services, retirement solutions, insurance, or benefits administration strongly preferredExperience in the Define Contribution space including recordkeepers, asset managers, and/or technology firms preferredProven experience leading complex, cross-company initiatives involving multiple stakeholdersStrong track record of delivering end-to-end implementations of products, platforms, or solutionsDemonstrated ability to influence without direct authority and lead through collaborationStrong executive presence with excellent written and verbal communication skillsFamiliarity with formal project and program management methodologies (Agile, Waterfall, or hybrid approaches)Bachelor’s degree required; advanced degree preferred

To learn more about Vitera and its partnership with Athene and Apollo, visit:
https://viterafinancial.com/apollo-athene-and-motive-ventures-invest-in-ars/

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