What are the responsibilities and job description for the ASSOC, PROJECT MANAGEMENT position at Oceanview Life and Annuity?
Overview
At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $38.5 Billion in assets under management as of December 31, 2025 - We have rapidly grown to over $17.9 Billion in consolidated assets as of December 31, 2025.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
Oceanview is seeking a hands-on, results-driven Associate, Project Manager to lead the delivery of technology, product, and operational initiatives across the organization. This role is perfect for someone who thrives in a fast-paced environment, enjoys solving complex problems, and isn’t afraid to roll up their sleeves to get things done.
You’ll work at the intersection of business and technology—partnering with internal teams, Third-Party Administrators (TPAs), and external vendors to deliver seamless solutions across platforms, customer experiences, and operational systems. Your ability to connect the dots between systems, teams, and goals will be critical to driving successful outcomes.
At Oceanview, you’ll have the opportunity to make a meaningful impact by shaping how we deliver technology and serve our customers. We’re a collaborative, forward-thinking team that values innovation, ownership, and continuous improvement.
What You'll Do:
What you bring:
LOCATION and COMPENSATION:
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $38.5 Billion in assets under management as of December 31, 2025 - We have rapidly grown to over $17.9 Billion in consolidated assets as of December 31, 2025.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
- Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
- Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
- Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
- Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
- Strong partnerships: Engage with a broad network of over 19,000 agents, independent marketing organizations, banks and broker-dealers.
Oceanview is seeking a hands-on, results-driven Associate, Project Manager to lead the delivery of technology, product, and operational initiatives across the organization. This role is perfect for someone who thrives in a fast-paced environment, enjoys solving complex problems, and isn’t afraid to roll up their sleeves to get things done.
You’ll work at the intersection of business and technology—partnering with internal teams, Third-Party Administrators (TPAs), and external vendors to deliver seamless solutions across platforms, customer experiences, and operational systems. Your ability to connect the dots between systems, teams, and goals will be critical to driving successful outcomes.
At Oceanview, you’ll have the opportunity to make a meaningful impact by shaping how we deliver technology and serve our customers. We’re a collaborative, forward-thinking team that values innovation, ownership, and continuous improvement.
What You'll Do:
- Lead end-to-end delivery of technology and product initiatives—from planning through execution—ensuring projects meet or exceed expectations
- Manage and track projects with TPAs and external technology vendors, ensuring timelines, deliverables, and performance standards are met
- Coordinate internal resources and stakeholders to support project success and maintain alignment across teams
- Provide clear, timely updates on project status, risks, and milestones to stakeholders at all levels
- Prioritize and manage a diverse portfolio of projects, including product enhancements, system improvements, and new product launches
- Support onboarding and integration of third-party technology vendors
- Drive improvements across internal and customer-facing platforms to enhance performance, efficiency, and user experience
- Partner cross-functionally to identify automation opportunities and streamline business processes
- Collaborate with internal teams and external partners to improve speed, quality, and scalability of operations
- Develop and maintain reporting to track progress against business goals
- Contribute to a culture of continuous improvement and operational excellence
What you bring:
- Bachelor’s degree (preferred)
- 4 years of experience managing technology-focused projects, including third-party/vendor involvement
- 3 years working directly with external technology vendors
- Strong understanding of how systems integrate and interact across platforms
- Experience with project tracking, timelines, and deliverable management
- Proficiency in project management tools (e.g., MS Project or similar) and Microsoft Office (Excel, Word, PowerPoint)
- Ability to manage multiple priorities and work effectively with distributed teams
- Strong analytical and problem-solving skills with the ability to make sound decisions quickly
- Excellent written and verbal communication skills
- Experience working in cross-functional environments with both internal teams and external partners
- Comfortable operating in both strategic and hands-on capacities
- Experience with Lean, Six Sigma, or Agile methodologies
- Background in insurance operations (e.g., licensing/appointments, new business, claims, or policy administration)
- Experience supporting or working with independent sales organizations
- Knowledge of state insurance producer appointment processes
- Experience with customer-facing platforms or direct customer interaction
LOCATION and COMPENSATION:
- This role will be based in Denver, CO.
- This role will be Hybrid (Tues - Thurs in the office if not traveling for business purposes)
- Base compensation is expected to be $81,000 - $100,000* with the opportunity for incentive compensation including bonus compensation
- Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Salary : $81,000 - $100,000