Indexed Annuity Strategy Lead (FIA & RILA)

The Guardian Life Insurance Company of America; New York (NY); On-site; USD 132,000 - 218,000; Full time

Job summary

The Guardian Life Insurance Company of America is seeking an Indexed Product Investment Management Lead to own the index and investment strategy for FIA and RILA products, collaborating with the Head of Indexed Annuities. You will drive the index menu, crediting methods, and engage with index providers and internal teams.

Primary location is Hudson Yards, NY, with willingness to commute to Holmdel, NJ, Bethlehem, PA, Stamford, CT, and other offices three days per week.

Qualifications

• Bachelor's degree (preferred) or related work experience.
• 5+ years in investments, derivatives, hedging, or index-linked product management.
• Knowledge of index construction, option pricing and hedging fundamentals.
• Ability to communicate complex concepts clearly to internal partners and clients.
• Experience in market-facing settings: wholesaler enablement, due diligence, advisor education.

Responsibilities

• Drive index and crediting strategy for FIA and RILA portfolios; manage index menu and crediting methods.
• Lead research on new indices and investment strategies with external partners.
• Support monthly business and renewal rate-setting with competitive perspective on cap, spread, and trigger levels.
• Explain index and strategy performance to advisors, wholesalers, and clients.

Skills

Investments experience

Executive communication

Analytical thinking

Stakeholder management

Prioritization in fast-paced env

Education

Bachelor's degree

CFA/FRM/Actuarial credentials

Job description

The Guardian Life Insurance Company of America is seeking an Indexed Product Investment Management Lead to own the index and investment strategy for FIA and RILA products, collaborating with the Head of Indexed Annuities. You will drive the index menu, crediting methods, and engage with index providers and internal teams.

Primary location is Hudson Yards, NY, with willingness to commute to Holmdel, NJ, Bethlehem, PA, Stamford, CT, and other offices three days per week.