Annuity Solutions Director

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.

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.

• 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…