Mercer Advisors

Annuity Solutions Director (Hybrid - United States)

Hybrid, USA · Director

Sponsorship not specified$136k-$160kDetected 15 hours ago

Product StrategyProject ManagementExcelHRISCommunicationMicrosoft Office

About the role

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.
The director will establish and execute 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.
Advisor adoption and utilization of annuity solutions

Gathering and incorporating advisor feedback to continuously improve annuity products, processes, and support models.

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM.
At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.
All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Bachelor's degree required.
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.

$136,000 - $160,000 USD
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range

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
Mercer Advisors offers a competitive and robust benefit package to our employees.
Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
Retirement income planning solution adoption
The Insurance Solutions team provides expertise and support across a broad range of insurance and retirement income solutions, helping advisors deliver comprehensive planning strategies that improve client outcomes.
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.

This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.