Director of Annuity Operations

Our client is seeking a Director of Annuity Operations to build the end-to-end operational framework supporting a growing annuity platform. This is a highly visible role requiring both deep product fluency and the ability to translate that knowledge into scalable, client-centric operational strategies.

Key Responsibilities

Product & Operational Alignment

• Serve as a subject matter expert on fixed annuity products, including MYGAs, FIAs, and income riders, with a strong understanding of how product design impacts administration, servicing, and policyholder behavior
• Partner closely with Product, Actuarial, and Distribution teams to ensure seamless implementation and administration of new and existing products
• Translate complex product features (crediting strategies, caps/floors, surrender schedules, riders) into clear, efficient operational processes

Operational Leadership & Transformation

• Lead day-to-day annuity operations across onboarding, policy administration, servicing, and claims
• Identify opportunities to streamline workflows, automate processes, and improve scalability
• Partner with Technology and third-party administrators to enhance platforms, tools, and data capabilities
• Drive continuous improvement initiatives across processing efficiency, accuracy, and risk management

Cross-Functional Collaboration

• Act as a key liaison between Operations, Product, Finance, Risk, Compliance, and IT to ensure alignment across the annuity lifecycle
• Support new product launches by ensuring operational readiness, including system configuration, workflows, and servicing models
• Provide input into product design discussions from an operational feasibility and service perspective

Strategy & Growth Enablement

• Support broader business strategy by ensuring operations can scale alongside growth in annuity volumes
• Contribute to decisions around vendor strategy, platform selection, and operational model design
• Use data and KPIs to drive decision-making and measure success across operational performance and client experience

Qualifications

• 10+ years of experience in life insurance / annuities, with significant exposure to annuity operations and/or product
• Strong understanding of fixed annuity products, including MYGA, FIA, and associated riders, and how they function operationally
• Demonstrated ability to connect product design with operational execution and client experience
• Experience leading teams and driving process improvement or transformation initiatives
• Strong stakeholder management skills across actuarial, product, and business leadership