Annuity Solutions Director (Hybrid - United States)
$136,000–$160,000 year
HybridDenver, Colorado, United States
Job Summary
Develop and execute the firm's annuity strategy across Advisory, Variable, Fixed, Fixed Indexed, and Registered Index-Linked Annuity products while serving as the product owner for lifecycle management. Define and enhance the advisor experience across recommendation, implementation, servicing, and ongoing management workflows. Lead product due diligence, carrier evaluations, and shelf management, acting as the primary liaison to the Investment Committee for reviews and approvals. Build strategic relationships with insurance carriers, distribution partners, and internal stakeholders including the Investment Committee. Collaborate with Wealth Advisors, Financial Planning, Operations, Compliance, Technology, and Investments to integrate annuity solutions into the broader wealth management experience. Monitor industry trends, regulatory changes, and competitive developments to inform product strategy. Develop advisor-facing guidance and educational content to drive adoption. Establish governance standards, monitor product performance, and streamline processes to improve operational efficiency. Gather advisor feedback to continuously improve products and support models. Assist with onboarding and educating advisors and internal partners on annuity solutions and retirement income strategies.
Required Qualifications
- Bachelor's degree
- 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
- 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
- Ability to translate complex product and investment concepts into practical advisor and client solutions
- Proven ability to work effectively across multiple business functions and influence stakeholders without direct authority
- Proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook
- Client-focused mindset with a passion for improving advisor and client outcomes
- Collaborative, team-oriented approach and ability to thrive in a fast-paced environment
- Insurance and Series 7/6 FINRA licensing
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