Job description
Our Company
Explore how you can contribute at AmeriLife.
For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.
Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary
The Strategic Platform Manager is responsible for the execution and ongoing enhancement of TruChoice’s financial advisor practice management platforms. Serving as a key liaison across internal teams and contributing to advisor-facing initiatives, this role helps drive platform adoption, engagement, and measurable business outcomes. This team member works in close partnership with Strategic Platform Development leadership to support the strategic direction of each program, while owning day-to-day program delivery and continuous improvement.
The role offers high visibility across Strategic Platform Development leadership, internal stakeholders, and external financial advisors, with opportunities to influence program strategy and encouraged innovation.Job Description
Key Responsibilities
Program Execution & Ownership
Lead end-to-end execution of advisor development programs, ensuring high-quality delivery across all components
Manage program logistics including planning, coordination, communication, and advisor member experience
Ensure consistency and scalability across programs, both virtual and in-person
Strategic Contribution & Platform Development
Partner with Strategic Platform Development leadership to support the evolution and strategic direction of practice management programs
Identify opportunities for enhancements, new initiatives, and increased platform impact
Participate in the development of proposals, business cases, and recommendations to support platform growth
Provide input into platform strategy based on field feedback, data insights, and program performance
Sales Enablement & Internal Engagement
Collaborate with sales management and internal stakeholders to implement platform aspects of organizational initiatives
Support internal teams with tools, communication, and training to drive awareness and utilization
Act as a subject matter resource for platform-related questions and program membership
Partner & Advisor-Facing Support
Support advisor-facing initiatives, including participation in presentations, trainings, and events as needed
Represent platforms in interactions with internal stakeholders and external partners, contributing to a consistent and professional presence
Gather feedback from advisors, wholesalers, and wholesaling management to inform program improvements
Data, Reporting & Insights
Track and analyze program performance, engagement, and outcomes
Maintain reporting dashboards and provide insights to leadership on program effectiveness
Use data to inform recommendations and continuous improvement efforts
Content & Experience Development
Support the development and refinement of presentations, training materials, and program resources
Ensure content aligns with advisor needs, business priorities, and platform objectives
Enhance the overall participant experience across all program touchpoints
Compliance & Governance
Ensure all programs adhere to regulatory requirements and company policies
Maintain accurate documentation for audits and compliance reviews
Partner with compliance and legal teams as needed
Qualifications
Experience
4–7+ years of experience in program management, sales enablement, training, or related roles
Experience in financial services, wealth management, or insurance strongly preferred
Experience supporting or contributing to strategic initiatives or program development
Exposure to advisor-facing or sales-driven environments preferred
Skills & Capabilities
Strong organizational and program management skills with the ability to manage multiple initiatives simultaneously
Ability to contribute to strategic discussions and translate ideas into execution
Strong communication and presentation skills
Comfortable working cross-functionally and influencing without direct authority
Analytical mindset with the ability to interpret data and generate insights
Proficiency with CRM systems, Microsoft Office, and program management tools
Key Attributes
Strategically curious: Brings ideas and identifies opportunities for improvement
Execution-focused: Delivers high-quality programs with attention to detail
Collaborative partner: Works closely with leadership and cross-functional teams
Credible communicator: Able to represent the platform professionally
Adaptable: Thrives in a fast-paced, evolving environment
Success Metrics
Program execution quality and consistency
Platform adoption and engagement levels
Stakeholder (internal + external) satisfaction
Quality of insights and contributions to platform evolution
Efficiency and scalability of program delivery
Salary
Salary Range: $90,000
Salary offers will vary commensurate with experience, education, skills, and training
What AmeriLife Offers
A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans with Disabilities Act (ADA) Statement
We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at .
Pay Transparency Statement
We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement
Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.