[Hiring] Annuity Solutions Director @Mercer Advisors

Role Description

The Annuity Solutions Director is responsible for leading the firm's annuity business strategy, product management, advisor experience, and partner relationships across the full spectrum of annuity solutions, including:

• Advisory Annuities
• Variable Annuities
• Fixed Annuities
• Fixed Indexed Annuities
• Registered Index-Linked Annuities (RILAs)

This role serves as the business owner for the annuity platform and is accountable for:

• Driving growth, advisor adoption, product competitiveness, operational efficiency, and client outcomes.
• Establishing and executing the strategic vision for annuity solutions.
• Ensuring advisors have access to a best-in-class experience from product selection and due diligence through implementation, servicing, and ongoing client management.

The director will partner closely with:

• Wealth Advisors
• Financial Planning
• Operations
• Compliance
• Technology
• Investments

KPIs for this role include:

• Annuity assets and revenue growth
• Advisor adoption and utilization of annuity solutions
• Advisor satisfaction and experience metrics
• Product shelf competitiveness and diversification
• Retirement income planning solution adoption
• Annuity case conversion and placement rates
• Operational efficiency and service-level metrics

Qualifications

• 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.
• 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 required.

Requirements

• Developing and executing the firm's annuity strategy across Advisory, Variable, Fixed, Fixed Indexed, and Registered Index-Linked Annuity products.
• Serving as product owner for all annuity solutions and maintaining responsibility for product strategy, positioning, and lifecycle management.
• Defining and continuously enhancing the advisor experience across all annuity-related workflows, including recommendation, implementation, servicing, and ongoing management.
• Leading annuity product due diligence, carrier evaluations, product selection, and product shelf management.
• Serving as the primary liaison to the Investment Committee for annuity-related product reviews, approvals, and ongoing monitoring.
• Building and maintaining strategic relationships with insurance carriers, distribution partners, custodians, technology providers, and other key external stakeholders.
• Collaborating with advisors, planners, operations, compliance, investments, and technology teams to integrate annuity solutions into the broader wealth management experience.
• Monitoring industry trends, competitive developments, regulatory changes, and emerging retirement income solutions to inform product strategy and business decisions.
• Developing advisor-facing guidance, educational content, and best practices that increase advisor confidence and drive adoption of annuity solutions.
• Establishing governance standards and monitoring product performance to ensure offerings remain aligned with firm objectives and client needs.
• Identifying opportunities to streamline processes, improve operational efficiency, and create scalable solutions that enhance advisor and client experiences.
• Gathering and incorporating advisor feedback to continuously improve annuity products, processes, and support models.
• Supporting strategic initiatives within the Insurance Solutions organization and across the broader Wealth Management business.
• Assisting with onboarding and educating advisors and internal partners on annuity solutions and retirement income strategies.
• Performing other duties as assigned.

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing