Director, Annuity & Insurance Product Due Diligence
Core
Lead end-to-end due diligence, governance, and lifecycle monitoring for annuity and insurance products to ensure regulatory compliance and risk management for Osaic's advisor network.
Role type
Director, product due diligence and governance
Builds
A high-quality, competitive product shelf of annuities and life insurance solutions
Domain
Financial Services / Insurance / Annuities
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Annuity product expertise (variable, fixed, indexed), Life insurance solutions knowledge, Insurer financial strength analysis, Regulatory framework knowledge (FINRA, SEC, Reg BI), Governance committee presentation, Cross-functional stakeholder influence
Preferred skills
CFA, CFP, CLU, ChFC designations, Broker-dealer and RIA platform experience, Retirement income planning expertise, Series 6/7 license
Technologies
AM Best, S&P, Moody's ratings frameworks
Responsibilities
Lead end-to-end due diligence and approval processes for annuity and insurance products, Conduct rigorous quantitative and qualitative assessments of product design and insurer financial strength, Establish and manage ongoing monitoring frameworks for product lifecycle, Serve as subject matter expert for audits and regulatory exams, Enhance diligence processes through improved tools and data utilization
Seniority
Director, strategic leadership and cross-functional partnership
