Senior MD, Institutional Products Leader

Jackson; Purchase (NY); On-site; USD 275,000 - 325,000; Full time

Benefits offered by this job

Annual bonus program

Long-term incentives

Health benefits

401(k) plan

Job summary

Jackson seeks a Senior Managing Director, Head of Institutional Products to oversee GICs, MTNs, and related product lines. You will manage client and dealer relationships, pricing, and regulatory compliance, while leading the Institutional Products team to deliver strategic growth and profitability.

You will work with Legal, Treasury and actuarial teams to ensure robust risk controls, accurate reporting, and scalable processes across the institutional business.

Qualifications

• Bachelor's degree in Actuarial Science, Mathematics, Statistics or related field.
• 15+ years of broad insurance experience, including investment, asset-liability management, financial modelling and risk analysis.
• 10+ years of experience working with institutional products.
• Experience with MTN programs and transactions strongly preferred.
• Experience with risk underwriting, contract issuance and compliance for institutional products and PRT preferred.
• FSA or CFA professional designations preferred.

Responsibilities

• Oversees underwriting and pricing traditional GIC bids.
• Oversees GIC sales process including negotiation and confirmation of terms with clients, contract issuance and documentation, record creation in the administrative system, and wire payments authorization for deposits, interest payouts, withdrawals, and maturity payments.
• Coordinates documentation of MTN transactions with the Legal department, outside legal counsel, and Auditors.
• Defines and executes a PRT product strategy to achieve growth and profitability targets.
• Monitors and analyzes regulatory changes and requirements in the institutional landscape. Ensures ongoing compliance reporting requirements are met.
• Reviews and certifies quarterly results and controls, in support of the financial reporting process.

Skills

Institutional products

Financial modelling

Risk analysis

Negotiation

Project management

Team leadership

Problem solving

Education

Bachelor's degree in Actuarial Science or related field

Tools

MTN programs

Job description

Jackson seeks a Senior Managing Director, Head of Institutional Products to oversee GICs, MTNs, and related product lines. You will manage client and dealer relationships, pricing, and regulatory compliance, while leading the Institutional Products team to deliver strategic growth and profitability.

You will work with Legal, Treasury and actuarial teams to ensure robust risk controls, accurate reporting, and scalable processes across the institutional business.