Insured Retirement Institute (IRI)

Vice President

• 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.

Vice President, Annuities Research