Responsibilities:
• Strategic development of the platform including curating and governing the product offering
• Financial performance including delivering against revenue targets, and managing line of business expenses (i.e. vendor and subscription costs)
• Identifying, building business cases, securing, and executing technology projects to optimize client/advisor experience
• Delivering exception client/advisor experience through the purchase process and lifecycle of annuity contracts
• Engagement with 3rd party insurance companies and the annuity industry
• Integration of annuity solutions within wealth management planning framework, and alignment with distribution partners (internal and external)
• Marketing and brand development
• Implementation of regulatory changes, and ongoing risk management of platform
Desired Qualifications:
• 12+ years wealth management and/or annuity experience (required)
• Ability to think strategically about the current and future state of the annuity industry to maintain competitiveness
• Ability to influence and communicate across lines of business, field leaders, and control units
• Expertise with value proposition, operational systems, supervision, order entry workflow, 3rd party partner relationships, and regulatory landscape.
• Bias for action to create momentum and drive speed of execution.
• Ability to manage financial results, operational losses, client complaints, and expenses
• Agility in learning to leverage emerging technology to simplify experience and lead industry
• Ability to lead people, recruit, and develop talent
• Exceptional communication skills – structuring presentations, written, and verbal
Required qualifications:
Skills:
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