Alliance Relationship Management Lead Analyst - Annuities

State Farm State Farm · Insurance · Bloomington, IL +3 · Corporate and Business Development

This role is for an Alliance Relationship Management Lead Analyst in the Annuities division at State Farm. The position involves leading day-to-day activities and strategic direction of an alliance relationship, leveraging subject matter expertise and performance metrics for analysis and strategic insights. The analyst will serve as a central point of contact, build and execute strategic business plans, manage relationship activities, assess alliance contracts for compliance, participate in M&A due diligence and deal structuring, and prepare reports for stakeholders. The role requires experience in investment financial services back office with annuities and life insurance product knowledge, project leadership, and business plan execution.

What you'd actually do

  1. This position will be responsible for leading day-to-day activities and strategic direction of an alliance relationship.
  2. Leverage alliance subject matter expertise and alliance performance metrics to perform analysis and contribute to strategic insights for the alliance.
  3. Serve as central point of contact for the support of the alliance including identification and inclusion of State Farm stakeholders and representing State Farm perspective and needs with the alliance partner.
  4. Build and execute against the strategic business plan.
  5. Assessment of alliance contracts for compliance, and negotiation of terms and settlement of issues.

Skills

Required

  • 8-10 years' experience in investment financial services back office with annuities and life insurance product knowledge
  • Experience navigating projects and initiatives with multiple stakeholder groups
  • Experience leading projects including creation and execution of deliverables
  • Ability to create and execute a business plan and assess performance of the plan
  • Experience with Microsoft PowerPoint, Word, and Excel
  • Outstanding verbal and written communication skills
  • Ability/desire to work in a fast-paced and constantly evolving environment

Nice to have

  • FINRA Securities, Series 63, 65 License or ChFC certification

What the JD emphasized

  • product launch experience
  • Prior Life Insurance or Investment product experience required
  • Experience with a product launch required