Annuity Product Manager

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for an Annuity Product Manager.  The APM oversees annuity product menu including fixed, fixed index, RILA and variable annuity products and provides operational support for various fintech platforms used by financial professionals to support their annuity business.

Be part of the Atria Investment Solutions (IS) teams.  The team strives to provide the highest quality investment and insured solutions while offering expert sales support, impactful business-building ideas and insight and perspective on the markets and economy to Financial Professionals.

Location: This position may be done HYBRID out of one the following home office locations:

• San Diego, CA: 10150 Meanley Drive, 92131 Preferred
• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• Syracuse, NY: 100 Madison Street, 13202

The anticipated annual base salary range for this position is $60,000 to $70,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Serve as chair of the Annuity and Insurance Product Review Committee including presenting products for approval, maintain due diligence records, meeting minutes, develop meeting agendas and facilitates meetings.
• Performs due diligence analysis of annuity products.
• Oversees development and maintenance of all annuities approved product lists including fixed, fixed index, registered index linked (RILA) and variable annuities.
• Identifies product sales/training material to incorporate with practice management group.
• Helps advisors with comparative analysis of various products.
• Ensures the representatives, sales assistants and program managers have the most current product information.
• Supports and promotes various fintech product support platforms used by financial professionals (e.g., electronic annuity order entry, annuity search and comparison tools, annuity rate tools, etc.).
• Assists with and promotes rollout of new product offerings.
• Assists with managing and supporting strategic partner and other product provider relationships.
• Serves as primary point of contact to resolve trading, compliance, or other operational issues with product partners. Escalates as necessary to manager.
• Provides product updates, quotes and sales materials including full responsibility of ensuring information is always kept current.
• Interfaces with financial professionals and investment programs on regular basis to answer questions and inquiries regarding annuity products offered.
• Ensures that Reps, program managers, sales assistants and home office staff consistently receive the highest level of product support.

What you will bring:

Must Haves

• Equivalent combination of education and experience; Bachelor's degree (B. A. / B.S.) from four-year college or university; or four to five years related financial services experience and/or training.
• FINRA Series 6 and/or 7
• Strong verbal and written communication skills
• Strong customer service skills
• Effective interpersonal skills
• Strong organizational skills
• Strong analytical skills
• Ability to manage time effectively.
• Ability to make decisions quickly and decisively.
• Ability to work independently onsite or remotely.

Preferred

• FINRA Series 63 or 66
• State Life and Disability Licenses

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday time off
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

(Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria operates the following wealth management subsidiaries that provide brokerage and advisory services: CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial. Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member FINRA/SIPC, and each advisory firm is a federally registered investment adviser. For more information, please visit atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now.

Salary : $60,000 - $70,000