Project Manager

 
Firm Summary: 

Winged Keel Group is the premier national platform for the structuring, implementation, and administration of high-end life insurance solutions. With ten offices nationwide, the firm specializes in Traditional Life Insurance, Business Continuation Insurance, Private Placement Life Insurance and Annuities, and Corporate-Owned Life Insurance portfolios. 

Position Summary:  

The Project Manager is responsible for leading the planning, execution, and delivery of projects on time, within scope, and within budget. This role oversees cross-functional teams, ensures alignment with business objectives, and drives effective communication between stakeholders. The ideal candidate is highly organized, proactive, and skilled at managing multiple priorities with exceptional communication skills in a dynamic environment. 

Position Responsibilities:   

• Develop and manage project plans, timelines, budgets, and resource allocations. 

• Collaborate with leadership to prioritize and align projects with strategic business goals. 

• Define project scope, goals, and deliverables in collaboration with stakeholders. 

• Lead cross-functional teams to ensure timely and quality delivery of project objectives. 

• Identify, assess, and mitigate project risks and issues; escalate when necessary. 

• Monitor and report on project progress, performance, and key milestones to stakeholders. 

• Ensure all project documentation is complete, accurate, and up to date. 

• Coordinate with third-party vendors, consultants, and carriers when needed. 

• Facilitate regular project meetings and status updates. 

• Foster a collaborative and accountable team culture. 

• Continuously improve project management processes, tools, and best practices. 

Ideal Candidate will Possess the Following:   

• Bachelor’s degree in Business, Project Management, or related field 

• Experience: 3–7 years of project management experience, preferably in financial services 

• Proven track record of successfully managing multiple projects simultaneously. 

• Strong understanding of project management methodologies (e.g., Agile, Waterfall, Hybrid). 

• PMP, CAPM, or similar certification preferred. 

• Proficiency in project management software (e.g., Smartsheet). 

• Excellent communication, leadership, and problem-solving skills. 

• High attention to detail and upholds integrity with processes and procedures 

Working Conditions/Demands/Complexity:   

• Required to work on a computer for a substantial part of the day  

• A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment  

Compensation / Benefits:   

• Attractive annual compensation package is commensurate with experience 

• Eligible for annual profit sharing bonus 

• Comprehensive benefit package includes medical, dental, life, disability, 401(k), Flexible Spending Account, and other voluntary benefits.