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Annuities provide an opportunity to create sustainable retirement income and protect against downside risk . The Head of Annuity Product is responsible for driving responsible growth, optimizing the client experience, innovating with an operational excellence mindset, and delivering exceptional risk management.
The ideal candidate brings proven business leadership experience with a track record of managing complexity, leading stakeholders, and delivering results. This candidate must have a strong understanding of our enterprise values, ability to influence across lines of business, and connect within the industry.
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:
Shift:
1st shift (United States of America)Hours Per Week:
40Guatemala City local correspondence, shopping, research, local information, etc. Light requirements, and as needed. Must be local to Guatemala.
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