Annuity Solutions Director (Hybrid - United States)

About this role

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary:

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.

The ideal candidate will have deep expertise in annuity and retirement income solutions, experience working within a fiduciary wealth management environment, and a demonstrated ability to lead cross-functional initiatives and influence senior stakeholders.

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

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.

Essential Job Functions for this role include:

• 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.

Knowledge, Skills, and Abilities:

• 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 I

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