Annuities Specialist

Business Development · New York, New York
Department Business Development
Employment Type Full-Time
Minimum Experience Mid-level

Position Title:   Annuities Specialist

Reports To:      Head of Annuity Relationship Management

Want to work at a fast-growing and award-winning fintech company? In our first two years, we’ve nearly tripled headcount and added two new asset classes to our cutting-edge platform for financial advisors. As a cloud-based company, we transitioned seamlessly into a socially-distanced workforce in 2020 and, with a pace that hasn’t slowed, we’re on the lookout for smart, passionate, and collaborative talent to join our remotely connected team.

Job Description
SIMON is looking for a Specialist on the Annuities team with one to two years of experience.  In this role, you’ll support the Annuities team by owning and maintaining the ecosystem on platform for our clients. The ideal candidate would have proven analytical skills, problem solving ability, and meticulous attention to detail.  In this seat, you will also work with various clients of the platform, requiring strong communication skills and professionalism on a daily basis.


How You Will Fulfill Your Potential

  • Source and analyze data in response to monthly client requests 
  • Maintain SIMON platform by synchronizing data across industry groups  
  • Experience aggregating, maintaining, and analyzing large data sets with excellent attention to detail 
  • Drive process improvement, in part by leveraging technology 
  • Ability to take ownership of projects and provide strong analytical support to provide leverage to teammates 

What We’re Looking For

  • Bachelor’s degree  
  • At least one year of analyst experience
  • Strong analytical skills
  • High level of attention to detail
  • Strong written and verbal communication skills 
  • Ability to successfully operate in a deadline driven environment
  • Excellent organizational/multi-tasking skills
  • Desire to work in a team-centric environment
  • Proficiency in Excel

Preferred Qualifications

  • Focused attention to detail
  • Series 7, 63 certifications 
  • Diligent work ethic 
  • Positive attitude 
  • Strong communication skills 


We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in the heart of New York City’s Chelsea district, but are operating remotely through at least summer 2021. 


SIMON Markets is a fast-growing and award-winning FinTech company, on the lookout for smart, collaborative talent to join our team.  

Originally founded within Goldman Sachs, SIMON Markets spun-out in December 2018 under the shared ownership and direction of seven leading financial institutions. Our team works to build transparency around complex, risk-managed financial products by way of a single, modern platform. Our platform provides financial advisors with access to multi-issuer solutions, a depth of educational tools, and advanced post-trade analysis that hasn’t before been possible.

By combining state-of-the art technology with the leadership of niche industry experts and an agile start-up mentality, SIMON is well-positioned to reshape our industry. We are leading the way in a space we helped create, we are passionate about pushing boundaries, and we are growing like crazy.

Thank You

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  • Location
    New York, New York
  • Department
    Business Development
  • Employment Type
  • Minimum Experience