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Advanced Strategies & Planning Platforms Director | Remote

Job Level:  Professional

Minneapolis, MN, US, 55416-1297

Due Date:  ASAP
Area of Expertise:  Sales & Distribution
Unit:  Allianz US Life
Job Type:  Full-Time
Remote Job:  Not applicable
Employment Type:  Permanent
ID:  4116

At Allianz Life, we are driven by our mission – we secure your future – and by our common goal of caring for tomorrow. We care for our employees by promoting an inclusive culture where everyone has the opportunity to grow and be rewarded for their success. We care for our customers by creating new products that help them protect their families and pursue their retirement goals. We care for our community by giving time, resources, and donations. And we care for the future by supporting sustainability, protecting the local environment, and promoting societal equity.


What you do:

Responsible for leading the coordination and collaboration for driving sales strategies through all Distribution Channels as well as providing education on Allianz Defined Outcome ETFs. This individual provides thought leadership, ideation of concepts and sales strategies to build, grow sales results in this space and to influence industry trends. This individual should have a sophisticated understanding of portfolio management, investment management, modern portfolio management theory and can build educational concepts and proof points for ETFs that will resonate with Financial Professionals. They drive the development of advisor level tools, resources and materials to educate and show the value of Defined Outcome ETFs and insurance products in efficient portfolio construction, to increase the knowledgebase across all channels of Distribution. The position requires deep technical knowledge of wealth management concepts, investment management, Allianz Life products including Buffered ETFs, and Distribution to allow for the design and execution of appropriate technical, product, and sales strategies for Allianz Distribution Partners. They will develop and drive the educational strategies and concepts to enable Distribution to better meet the needs of the evolving advisor force and consumer needs. This individual will lead the research, development, and intel to drive support needs in the ETF space by collaborating with Marketing, ALFS, Life, FMO, AIM, ASA and the rest of DSD.


Research and provide Distribution with trends, intel and concepts that lead to the development of educational advisor content, presentations and strategies that convey a blended asset management story utilizing risk management solutions as part of a client's wealth management portfolio.


Build relationships through all channels to gain understanding of business needs and how Allianz can generate Defined Outcome ETF sales. Develop relationships with targeted firms (non traditional wholesaling), wholesalers, relationship managers and centers of influence with broker dealers, RIAs, and FMOs. Be a subject matter expert available to support both wholesaling teams as well as advisors. Needs Analysis- Work with Distribution stakeholders to identify sales needs, training and other opportunities. Work with various internal and External Distribution partners to determine opportunities and drive sales within firms.


Research, develop, deliver and drive a strategy to build a strong insurance/asset management story that will drive results. Work with the Advanced Strategies Team/DSD to communicate and drive this message with the AZL ETF Specialists, ASA RVPs, and external sales as well as sales consultants within firms in order to coordinate an effective implementation of a sales and marketing strategy. Provide feedback on strategic direction for all aspects of the strategy. Collaboration- Work with various internal and external Distribution partners to determine opportunities, strategies and approach to drive sales within firms.


What you bring:

- 6-7 years of experience required

- Strong investment knowledge and/or experience working in the advisory market place

- Demonstrated leadership skills and ability to communicate across various levels and cross functional teams

- Proven track record of coordination, management and execution of projects

- Ability to design and execute business plans within a complex organizational structure

- Four year degree required

- FINRA Series 6/7, 63, 65/66 and State insurance license for life, annuity and variable products


Ability to attend evening business functions.  Ability and desire to travel occasionally throughtout the year.  Job may require periods of stooping, bending, sitting or standing.


What we offer:

At Allianz Life, we’re proud to provide a benefits package that supports the True Balance of our employees and their families. We offer a choice of comprehensive medical and dental plan options, a generous time off plan and an outstanding 401(k) company match. Plus, our employees enjoy an award-winning campus with an array of discounted amenities, including an onsite health center, child development center, fitness facility, convenience store and two cafeterias. Our employees and leaders take an active role in shaping our culture through our Employee Resource Groups, whose activities and advocacy contribute to an environment that welcomes, includes and celebrates diversity. Our generous benefits, campus amenities and inclusive, engaged culture are among the many reasons we’re routinely recognized as a top workplace employer.


Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us. We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in. We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.


Join us.  We care for tomorrow.