Executive Director – Annuity Product Strategy & Income Solutions
Executive Director, Annuity Product Strategy & Income Solutions to lead the firm’s annuity product innovation, carrier engagement, and retirement income strategy. This individual will be responsible for identifying emerging market opportunities, evaluating competitive product offerings, influencing product development with insurance carrier partners, and driving the firm’s long-term growth strategy within the rapidly evolving retirement income landscape.
The role will leverage AI and data-driven insights to identify unmet client needs, optimize product design, evaluate market opportunities, and improve retirement income outcomes. A key focus will include the development of a retirement income glidepath framework and the build-out of advisory annuity solutions to support scalable, portfolio-based client outcomes.
As demographic trends accelerate demand for retirement income solutions, this role will serve as a critical bridge between insurance carriers, advisors, and clients—ensuring the firm maintains a differentiated, competitive, and client-centric offering in one of the fastest-growing segments of wealth management.
Core Responsibilities
Product Strategy & Innovation
- Lead the development and scaling of advisory annuity solutions aligned with fee-based and discretionary platforms
- Design and implement retirement income glidepath strategies, incorporating annuities with protection and income
- Identify gaps in the current platform and collaborate with carriers to design differentiated solutions
- Develop and execute the firm’s annuity and retirement income product strategy
- Influence product development across fixed, indexed, and structured income solutions
- Lead due diligence and evaluation of new products and retirement strategies
- Leverage AI and analytics to inform product design, client segmentation, and income optimization
Carrier & Industry Engagement
- Serve as a senior relationship lead for key insurance carrier partners
- Engage with carrier executives, product leaders, and actuaries to shape innovation pipelines
- Represent the firm in strategic discussions across industry organizations and partnerships
Advisor & Client Solutions
- Develop and deliver retirement income frameworks, positioning, and use cases that drive advisor adoption
- Translate glidepath and advisory annuity strategies into actionable client solutions
- Partner with advisors and specialist teams to integrate income solutions into holistic wealth planning
- Create and oversee the development of income-focused educational content for advisors and clients, including thought leadership, training materials, use cases, and portfolio construction guidance
- Ensure messaging articulates the role of annuities within broader wealth and retirement planning strategies
Cross-Functional Leadership
- Partner closely with product management, advisor platforms, investments, legal, compliance, marketing, and distribution teams
- Support successful product launches, platform integration, and field enablement efforts
- Align product strategy with broader firm initiatives and advisor needs
Market Intelligence & Thought Leadership
- Monitor industry trends, regulatory developments, and demographic shifts
- Conduct ongoing competitive analysis across annuity products and retirement income solutions
- Contribute to the firm’s thought leadership in retirement income strategy and innovation
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Deep experience with annuity product development and retirement income strategies
- Proven track record engaging with insurance carriers, actuaries, and product leaders
- Experience designing advisory annuity solutions across fixed, indexed, and structured income products
- Ability to leverage AI and data analytics to inform product design and client segmentation
- Experience leading cross-functional teams and supporting product launches and platform integrations
- Thought leadership and content development for advisors and clients (training, positioning, use cases)
- Strong strategic and competitive market analysis skills specific to retirement income solutions
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
-
Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
-
Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
.png){kind=avatar}
