Director, Financial Services

Director, Financial Services

Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what’s ahead. That’s why we built the first Agentic Insurance system where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk.

Backed by A‑rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk.

We’re seeking a Director of Financial Services to help shape the next generation of insurance products for financial institutions. This leader will combine deep underwriting expertise, strong broker relationships, and a creative product mindset to build an innovative and scalable suite of FI offerings from D&O, EPLI and Fiduciary to Professional and Crime coverage.

You will act as both a builder and a doer: underwriting strategic accounts, influencing capacity partners, driving business with brokers and collaborating with data and product teams to design new coverage structures, pricing models, and digital workflows that push the market forward.

• Lead and Innovate in Financial Services
• Set and Execute Product Strategy
• Build Scalable, Systematic Infrastructure
• Partner with Carriers and Brokers
• Optimize with Data

• 7+ years of experience in financial services management & professional liability insurance, including extensive experience developing and managing rating manuals, underwriting guidelines, and policy forms.
• Expertise in pricing, portfolio management, and risk modeling across management liability lines, with a deep understanding of emerging and complex industries.
• Proven ability to design or reimagine products, including rating models, guidelines, and coverage forms.
• Strong organizational and analytical skills:
  Ability to conduct sophisticated data analysis, distill insights, and present actionable recommendations to internal and external stakeholders.
• Experience developing and executing strategies to scale:
  Proven track record of launching new products, optimizing product‑market‑fit, and driving profitable growth in a dynamic, fast‑paced environment.
• Exceptional leadership and collaboration skills:
  Ability to lead cross‑functional teams and drive change across underwriting, product, engineering, and data functions.
• A self‑starter mindset:
  Comfortable with rolling up your sleeves to meet aggressive growth goals and continuously iterate on product offerings.

• Tanner Hackett, CEO & Founder
• Tobias Schuler, Chief Underwriting Officer
• Satwik Mysore, ML SMB Director
• Stanley Wang, Director, Pricing Analytics
• Mike Foster, Insurance Operations Lead

• Unlimited Vacation
• Work from Anywhere
• Stock Options
• Health, Dental, and Vision Coverage
• 401(k) Retirement Plan
• Parental Leave
• Home Office Allowance
• Book Stipend
• Professional Development Reimbursement
• No working birthdays
• Charitable Contribution Matching

• Conjoin Expectations
• Speak Boldly & Honestly
• Be Entrepreneurial
• Practice Omotenashi
• Hold Nothing As Sacred
• Prioritize Wellness

Our estimated pay range for this role is $200,000 to $270,000. Total compensation is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience.

We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.

We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.