Vice President, Annuities Research

November 9

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

💵 $193k - $225k / year

⏰ Full Time

🔴 Lead

👔 Vice President

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Insured Retirement Institute (IRI)

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Non-profit • Finance • Education

<Insured Retirement Institute> is the leading trade association for the insured retirement industry in the United States, representing companies involved with annuities and retirement solutions. It advocates before federal and state policymakers and regulators, provides industry research and data, offers member education and professional development (webinars, continuing education, conferences), and runs programs promoting diversity, technology, and retirement security.

11 - 50 employees

🤝 Non-profit

💸 Finance

📚 Education

📋 Description

• Develops research concepts that promote retirement income planning and retirement preparation. • Identifies emerging trends and issues in the financial service industry to inform proactive research topics. • Manages relationships with external research partners, academic institutions, and data providers. • Analyzes survey results and develops insightful and approachable written and graphic presentation of key findings, using member research where appropriate to corroborate findings. • Coordinates with the communications team to publish and develop media interest in IRI research. • Engages with various sub committees to develop new actionable research areas and industry advocacy events. • Acts as a resource for member firms and internal constituents to provide research and insights as needed. • Takes the lead in Asset Manager member engagement. • Develops educational materials for financial advisors that effectively promote retirement planning concepts, including obtaining clean FINRA review. • Works directly with the Membership and Business Development team in the annual reconciliation of membership tier assignments. • Responsible for creating value for the Premier Alliance Partner (PAP) program including creation and promotion of co-branded research and Continuing Education webinars. • Serves as the content developer and research related speaker liaison at the IRI Annual Conference and other events. • Serves as a spokesperson and subject matter expert on IRI’s research at media and industry forums.

🎯 Requirements

• Bachelor’s degree (Master’s preferred in Business, Economics, Finance, Public Policy, or related field) • 10+ years of experience in market research operations, quantitative methodologies, and designing and analyzing surveys in the financial services industry • 5+ years of project management experience involving multi-source data and stakeholder input • Strong understanding of annuity products • Proficiency with data tools such as Power BI, Tableau, SAS, R, or Python

🏖️ Benefits

• medical • dental • vision • PTO • 401(k) plan • life insurance • short-term and long-term disability insurance • generous work/life balance programs (e.g., remote work, floating holidays, summer Friday hours, and volunteer service hours) • commitment to professional development