Head of Insurance & Annuity Solutions, Americas

About the role

We’re looking for a strategic leader with deep expertise in insurance and annuity solutions to lead our Insurance & Annuity Solutions business across the Americas. This role involves setting the strategic direction, driving growth, and delivering a differentiated, advisor-centric experience.

Responsibilities

• Provide leadership across Insurance & Annuity product and sales specialist teams, fostering a high-performance culture and supporting talent development
• Drive the execution of strategic priorities and key initiatives aligned to broader business objectives
• Act as a representative for the business, partnering with internal and external stakeholders at all levels
• Partner with leadership across the firm to identify opportunities for growth, scale, and operational efficiency
• Support field leadership and financial advisors by delivering expert guidance, tools, and hands-on leadership
• Represent Insurance & Annuity Solutions in firm-wide initiatives, ensuring alignment with business priorities
• Lead and optimize the end-to-end education and sales lifecycle, enhancing advisor engagement and client experience
• Oversee the development and growth of Private Placement Insurance and Annuity solutions, ensuring strong integration within the broader platform
• Champion the adoption of technology and tools to improve efficiency, scalability, and service delivery
• Resolve complex service challenges and proactively mitigate risks impacting sales and client outcomes
• Design and deliver training and education programs to ensure a consistent, advisor-friendly experience
• Partner with Marketing to develop and execute initiatives that drive awareness, engagement, and growth
• Collaborate cross-functionally with Central Supervision, Operations, Licensing, IT, and other key partners to ensure seamless execution

Requirements

• Bachelor’s degree (required)
• 10+ years of experience in financial services, with strong exposure to insurance and annuity solutions
• Licenses: SIE, Series 7, Series 66 (or equivalent), and Series 24 (or ability to obtain within 60 days), Life & Health Insurance license
• Exceptional communication and influencing skills, with the ability to engage stakeholders at all levels, including senior leadership

Qualifications

• Expertise in insurance and annuity solutions, including fixed, variable, and private placement annuities, as well as a broad suite of insurance products (life, disability, P&C, PPLI, long-term care, and business solutions)
• Curiosity to explore how AI can improve workflows with sound judgment, validating outputs and aligning with policies, risk standards, and ethical use

Skills

• Strategic thinking and leadership
• Strong communication and influencing skills
• Ability to work collaboratively with internal and external stakeholders
• Experience in managing and developing teams
• Knowledge of insurance and annuity products and solutions
• Experience in using technology to improve efficiency and service delivery

Benefits

Not specified

Schedule

Not specified

Pay

The indicative gross base salary range as a full-time equivalent role: United States - New Jersey - Weehawken min USD 300000 - max USD 450000 /annum