Annuity Product Strategy & Income Solutions, Executive Director

Job Description

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

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​