Vice President, Client Onboarding & Portfolio Management jobs in United States
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Athene · 15 hours ago

Vice President, Client Onboarding & Portfolio Management

Athene is a company focused on providing innovative financial solutions, and they are seeking a Vice President, Client Onboarding & Portfolio Management to lead the onboarding and portfolio management of strategic partners. This role involves overseeing complex onboarding initiatives, ensuring effective cross-functional collaboration, and managing program governance.

FinanceFinancial ServicesInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Lead and oversee large-scale, multi-phase client onboarding and portfolio management programs for strategic partners integrating with Vitera’s guaranteed income solutions
Command strong financial product and platform understanding necessary to facilitate education and solutioning across all stakeholder groups
Serve 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 solution
Transition 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 leadership
Own program governance, including scope definition, delivery timelines, dependencies, risk management, escalations, and executive-level reporting
Manage multiple concurrent onboarding and portfolio initiatives while maintaining high standards of quality and execution

Qualification

Program managementClient onboardingPortfolio managementFinancial servicesRetirement solutionsProject management methodologiesInfluencing skillsCollaborationCommunication skills

Required

10+ years of experience in program management, client onboarding, portfolio management, or related roles; including 5 years of people management experience
Strong background in financial services, retirement solutions, insurance, or benefits administration strongly preferred
Proven experience leading complex, cross-company initiatives involving multiple stakeholders
Strong track record of delivering end-to-end implementations of products, platforms, or solutions
Demonstrated ability to influence without direct authority and lead through collaboration
Strong executive presence with excellent written and verbal communication skills
Familiarity with formal project and program management methodologies (Agile, Waterfall, or hybrid approaches)
Bachelor's degree required

Preferred

Strong background in financial services, retirement solutions, insurance, or benefits administration strongly preferred
Experience in the Define Contribution space including recordkeepers, asset managers, and/or technology firms preferred
Advanced degree preferred

Company

Athene Holding is a life insurance company that provides retirement savings products for individuals and institutions.

H1B Sponsorship

Athene has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (28)
2023 (24)
2022 (22)
2021 (22)
2020 (14)

Funding

Current Stage
Public Company
Total Funding
$4.43B
2025-06-24Post Ipo Debt· $600M
2025-05-14Post Ipo Debt· $1B
2024-10-07Post Ipo Debt· $600M

Leadership Team

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Martin P. Klein
Executive VP & CFO
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Mike Downing
Executive Vice President, Chief Operating Officer, Athene Holding Ltd.
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Company data provided by crunchbase