Annuity Solutions Director

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.

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.

$136,000

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$160,000 USD

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. We offer the following:

Company Paid Basic Life & AD&D Insurance

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, and 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.

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.

The director will partner closely with Wealth Advisors, Financial Planning, Operations, Compliance, Technology, and Investments to develop and maintain a comprehensive annuity offering that aligns with the firm's retirement income philosophy and client needs.

This role will also serve as the primary relationship director with annuity carriers, distribution partners, and key internal stakeholders, including the Investment Committee.

Annuity assets and revenue growth