Senior Analyst, Annuity Distribution Technologies

KKR

$85K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or an equivalent mix of education and experience
  • Over 3 years of experience in operations or technology within the annuity insurance industry
  • Familiarity with annuity products and platforms like AN4, FireLight, and iCapital
  • Knowledge of annuity industry operational technologies including DTCC and ACORD
  • Strong understanding of annuity workflows and processes
  • Ability to work well both independently and collaboratively
  • Excellent communication and organizational skills

Responsibilities

  • Lead the development of automation solutions for annuity platforms
  • Partner strategically with operations teams for annuity lines
  • Collaborate with external partners to implement automation enhancements
  • Provide expertise on B2B services for stakeholders and project teams
  • Represent project initiatives across teams and external partners
  • Develop testing strategies and documentation
  • Conduct thorough testing scenarios for various annuity platform functions

Benefits

  • Health, dental, and vision insurance
  • Paid time off and holidays
  • 401(k) Plan with company match
  • Professional development opportunities
  • Team-building activities
Full Job Description
POSITION OVERVIEW

We are seeking a collaborative and driven professional to help shape and advance the electronic business capabilities and data interfaces supporting our growing annuity business. This role will work cross-functionally with operations, sales, industry partners, TPAs, and key vendors to deliver scalable automation solutions, strengthen platform connectivity, and improve the overall quality and efficiency of business processes.

The ideal candidate brings a blend of annuity industry knowledge, technology fluency, and quality assurance experience, with the ability to translate business needs into practical, strategic solutions.

RESPONSIBILITIES:
  • Lead and support the development of industry-standard distribution automation solutions across Global Atlantic's annuity platforms
  • Serve as a strategic partner to operations teams supporting annuity business lines
  • Collaborate with TPAs and external partners to define, enhance, and implement automation capabilities aligned to industry standards
  • Provide subject matter expertise on B2B-supported services for internal stakeholders and project teams, including capability reviews, impact assessments, and strategic recommendations
  • Lead and represent project initiatives across cross-functional teams and external partners
  • Develop and maintain effective testing strategies, procedures, and documentation
  • Design and execute test scenarios across annuity platforms, including functional, system, integration, regression, and smoke testing
  • Review business requirements and user stories to ensure complete and accurate test coverage
  • Identify, document, and analyze testing results, defects, and usability issues, and partner with stakeholders to drive resolution
  • Contribute to the development and continuous improvement of quality assurance standards, best practices, and internal processes

QUALIFICATIONS
  • Bachelor's degree or equivalent combination of education and relevant experience
  • 3 + years of experience in the annuity insurance industry within operations, technology, or a related function
  • Working knowledge of annuity products and services; experience with platforms such as AN4, Affirm, FireLight, FIDx, LUMA, and iCapital is preferred
  • Experience with annuity industry-standard operational technologies, such as DTCC, ACORD, and IRI
  • Strong understanding of business and operational workflows related to annuity products
  • Ability to work both independently and collaboratively in a team environment, contributing as both a leader and partner
  • Demonstrated adaptability, strong work ethic, and high degree of integrity, accountability, and professionalism
  • Strong analytical, problem-solving, and critical-thinking skills
  • Working knowledge of Agile methodologies
  • Excellent written and verbal communication skills
  • Highly organized with strong attention to detail

#LI-Onsite

This is the expected annual base salary range for this position. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance. Base Salary Range - $85,000 to $100,000

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