Role Description
The Finance Director for the Wealth & Annuity Segment is a fully remote position with monthly travel to the corporate headquarters in Madison, WI. The ideal candidate will have:
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Deep expertise in annuities and/or pension risk transfer.
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Strong understanding of insurance balance sheets and liability-driven investing.
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Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience).
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Demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making.
This position serves as the Strategic Financial Business Partner of a specific business or functional area, participating with Leadership to develop strategies and execution plans to achieve goals. Responsibilities include:
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Ensuring financial rigor is consistently applied to business management.
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Providing direction to finance functions within the assigned area.
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Working with Corporate Finance to ensure strong performance management discipline.
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Actively participating in strategic and tactical planning.
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Identifying, planning, and executing strategic profit improvement tactics.
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Providing financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, and transformational efforts.
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Collaborating with other Finance functions for effective decision-making.
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Leading cross-functional team meetings to facilitate information sharing and manage customer expectations.
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Building and leading staff to support departmental/corporate goals and strategy.
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Developing staff capabilities and cultivating talent for future advancement.
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Identifying and quantifying critical success factors driving financial models.
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Directing the development and maintenance of business and financial models and reports.
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Facilitating the business management process within the assigned area.
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Managing business models and plans to meet current business and financial expectations.
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Driving the problem-solving process regarding financial performance variances.
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Designing/supporting programs to strengthen financial literacy within the assigned area.
Specific to the Wealth & Annuities Segment:
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Serve as a senior strategic leader within the Wealth business, focusing on annuities and pension risk transfer (PRT).
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Drive growth and profitability in institutional and insurance-based solutions.
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Coordinate and execute across critical actuarial and financial functions, including:
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Investment management
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Asset-Liability Management (ALM)
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Pricing and product design
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Capital management
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Reinsurance strategy
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Valuation and financial reporting
Qualifications
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Bachelor’s degree in a Financial Discipline.
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Master’s in business administration or other education in business-related fields preferred.
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Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA.
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4-5 years of experience leading teams or providing direction to other resources.
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3-5 years of experience in providing executive consultation and influencing business decisions.
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12+ years of work experience in financial management with managerial responsibility in the financial services industry.
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Experience with sales and revenue models, company financials, product pricing, and profitability models.
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Strong verbal and written communication skills.
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Demonstrated leadership and ability to achieve positive results through influence and persuasion.
Requirements
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Deep expertise in annuities and/or pension risk transfer.
•
Strong understanding of insurance balance sheets and liability-driven investing.
•
Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience).
•
Demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making.
Company Description
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