Director, Annuity & Insurance Product Due Diligence

Lead end-to-end due diligence and approval processes for annuity and insurance products, including variable, fixed, indexed annuities, and life insurance solutions. Conduct rigorous quantitative and qualitative assessments of product design, guarantees, crediting methodologies, fees, insurer financial strength, and associated risks. Evaluate products based on client outcomes, suitability, and risk-return characteristics across various use cases. Prepare clear, well-supported recommendations for Product Review / Governance Committees and maintain consistent diligence methodologies aligned with regulatory expectations. Establish and manage ongoing monitoring frameworks for products across the lifecycle, tracking insurer ratings changes, performance, and contractual updates. Monitor regulatory developments and lead escalation actions when risk profiles change. Engage with carriers to assess underwriting, operational capabilities, and service models. Serve as a subject matter expert for audits and ensure alignment with FINRA, SEC, and state insurance regulations. Partner cross-functionally to deliver rigorous diligence practices supporting informed decision-making. Work a hybrid schedule of minimum four days weekly in one of our Atlanta, La Vista, Oakdale, Scottsdale, Berwyn, or St. Petersburg hubs.