Annuity Solutions Director
Core
Lead the firm's annuity business strategy, product management, and partner relationships to drive growth and advisor adoption across the full spectrum of annuity solutions.
Role type
Director, Annuity Solutions (Business Owner)
Builds
Comprehensive annuity offering (Advisory, Variable, Fixed, Fixed Indexed, RILAs) for wealth management clients
Domain
Wealth Management / Retirement Income / Insurance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Annuity product strategy, product lifecycle management, carrier relationship management, fiduciary wealth management principles, retirement income planning, cross-functional leadership, regulatory compliance, business acumen
Preferred skills
Experience with advisory annuities, variable annuities, fixed indexed annuities, registered index-linked annuities, strategic stakeholder influence
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Develop and execute annuity strategy across all product types; serve as product owner for strategy and lifecycle management; lead product due diligence and carrier evaluations; build relationships with insurance carriers and distribution partners; collaborate with investment and operations teams; monitor industry trends and regulatory changes; develop advisor guidance and educational content; establish governance standards and monitor product performance.
Seniority
Director, strategic leadership & cross-functional influence