Account Manager - IMO

Account Manager, Annuities Distribution

The Account Manager, Annuities Distribution, is responsible for managing and growing relationships with assigned Independent Marketing Organizations (IMOs) that distribute fixed, indexed, and variable annuity products. This role serves as the primary liaison between the firm and its IMO partners, ensuring strong engagement, effective issue resolution, and execution of annuity-focused sales and growth initiatives. The Account Manager partners closely with internal wholesaling, product, operations, and compliance teams to drive profitable annuity growth while supporting a high-quality producer experience.

IMO & Annuity Partner Management

• Manage day-to-day relationships with assigned IMOs and key principals focused on annuity distribution
• Develop deep understanding of each IMO's annuity strategy, producer mix, and sales focus (e.g., FIA, MYGA, Other products)
• Build trusted, consultative relationships that position the firm as a preferred annuity carrier

Annuity Sales Support & Growth Enablement

• Support IMO-led annuity sales initiatives, including product positioning, rate and feature updates, and sales campaigns
• Coordinate with internal wholesalers to align IMO efforts with field sales priorities
• Identify production trends, growth opportunities, and at-risk relationships within annuity lines
• Support rollout of new annuity products, riders, crediting strategies, and pricing updates

Producer & Case Support

• Act as an escalation point for annuity case issues, including new business processing, suitability reviews, underwriting coordination, and policy issuance
• Partner with operations and new business teams to improve annuity cycle times and producer satisfaction
• Ensure IMOs and producers understand annuity processes, requirements, and expectations

Communication & Cross-Functional Coordination

• Serve as the central coordination point between IMOs and internal teams (sales, product, operations, compliance, technology)
• Communicate annuity-specific updates such as rate changes, product enhancements, underwriting requirements, and system changes
• Support IMO business reviews, annuity planning sessions, and strategic growth discussions

Compliance & Risk Awareness

• Ensure annuity distribution activities align with regulatory requirements (e.g., suitability/best interest standards) and firm policies
• Partner with compliance and legal teams on annuity-related questions or escalations
• Reinforce compliant, ethical annuity sales practices across IMO and producer relationships

Reporting & Business Insights

• Track annuity production, trends, persistency indicators, and partner engagement metrics
• Prepare relationship and production summaries for sales leadership
• Use insights to recommend actions that improve annuity growth, mix, and partner performance

Required Knowledge, Skills, Abilities and/or Related Experience

• Bachelor's degree or equivalent experience
• 5+ years of experience in annuity distribution, insurance, or retirement financial services
• Direct experience working with IMOs, BGAs, or similar third-party annuity distribution partners
• Strong knowledge of fixed, indexed, and/or variable annuity products
• Proven relationship management and issue-resolution skills
• Experience supporting annuity new business, underwriting, or operations, preferred
• Familiarity with annuity suitability, best interest, and regulatory requirements, preferred
• Experience partnering with wholesalers and field sales organizations, preferred
• CRM experience (e.g., Salesforce), preferred

Ability to Travel: Up to 50%

The expected hiring range for this position is $80,640.00 - $107,660.00 annually for work performed in the primary location (Philadelphia, PA). This expected hiring range covers only base pay and excludes any other compensation components such as commissions or incentive awards. The successful candidate's starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future.

Work location may be flexible if approved by the Company.

What We Offer

At Reliance Matrix, we believe that fostering an inclusive culture allows us to realize more of our potential. And we can't do this without our most important asset—you.

That is why we offer a competitive pay package and a range of benefits to help team members thrive in their financial, physical, and mental wellbeing.

Our Benefits:

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs. For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program

Our Values:

• Integrity
• Empowerment
• Compassion
• Collaboration
• Fun

EEO Statement

Reliance Matrix is an equal opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, national origin, citizenship, age or disability, or any other classification or characteristic protected by federal or state law or regulation. We assure you that your opportunity for employment depends solely on your qualifications.