Insured Retirement Institute (IRI)

Vice President, Annuities Research

Insured Retirement Institute (IRI)

full-time

Posted on:

Location Type: Remote

Location: Remote • District of Columbia, Washington • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Salary

💰 $193,000 - $225,000 per year

Job Level

Lead

Tech Stack

PythonTableau

About the role

  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
market research operationsquantitative methodologiessurvey designdata analysisproject managementannuity productsPower BITableauSASPython
Soft skills
relationship managementcommunicationcollaborationinsight developmentadvocacyleadershipcontent developmentpublic speakingstakeholder engagementeducational material creation
Certifications
Bachelor’s degreeMaster’s degree (preferred)