Annuity Solutions Director
New
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Mercer AdvisorsWealth Management
Remote, USA, 8AM to 5PM (standard business hours)Full-TimeDirector
Salary$136,000 — $160,000 USD
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Job Details
- Experience
- 10+ years
- Required Skills
- Project ManagementProduct ManagementMicrosoft Office
Requirements
- Bachelor's degree required.
- 10+ years of experience in annuities, retirement income solutions, wealth management, asset management, insurance product management, or related fields.
- Deep knowledge of Variable Annuities, Fixed Annuities, Fixed Indexed Annuities, Advisory Annuities, and Registered Index-Linked Annuities (RILAs).
- Strong understanding of retirement income planning, investment management, and fiduciary wealth management principles.
- Experience leading product strategy, product management, due diligence, and governance processes.
- Demonstrated success managing relationships with insurance carriers, distribution organizations, and executive-level stakeholders.
- Strong business acumen with the ability to identify growth opportunities and execute strategic initiatives.
- Outstanding written, verbal, presentation, and interpersonal communication skills.
- Excellent organizational and project management skills with strong attention to detail and follow-through.
- Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
- Insurance licensing required.
- Series 7 FINRA licensing required.
Responsibilities
- Develop and execute the firm's annuity strategy across Advisory, Variable, Fixed, Fixed Indexed, and Registered Index-Linked Annuity products.
- Serve as product owner for all annuity solutions and maintain responsibility for product strategy, positioning, and lifecycle management.
- Define and continuously enhance the advisor experience across all annuity-related workflows, including recommendation, implementation, servicing, and ongoing management.
- Lead annuity product due diligence, carrier evaluations, product selection, and product shelf management.
- Serve as the primary liaison to the Investment Committee for annuity-related product reviews, approvals, and ongoing monitoring.
- Build and maintain strategic relationships with insurance carriers, distribution partners, custodians, technology providers, and other key external stakeholders.
- Collaborate with internal teams to integrate annuity solutions into the broader wealth management experience.
- Develop advisor-facing guidance, educational content, and best practices that increase advisor confidence and drive adoption of annuity solutions.
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