Director, Investments, Derivatives Management and Trading; Hybrid

At Tru Stage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work:
Tru Stage awards and recognition

This position is accountable for the derivatives management function supporting the firm’s insurance general account, with derivative trading and execution serving as a core component of the role. The position has a primary responsibility for RILA hedging and broader enterprise risk management including interest rate, foreign exchange, and other derivative strategies.

The Director partners closely with Asset Liability Management (ALM) and Product teams to design, implement, and continuously refine hedging strategies aligned with liability profiles, product features, capital objectives, and enterprise risk tolerances.

This role serves as a market-facing leader and thought leader in derivatives, actively engaging with external counter parties and industry participants to inform strategy, drive best practices, and ensure the organization remains at the forefront of evolving market dynamics and regulatory developments.

• Clearly communicates complex derivative strategies, hedge performance, and balance sheet impacts to senior leadership, ALM, Product, portfolio managers, and risk committees.
• Demonstrates strong executive presence in ALCO, product strategy discussions, and other investment related committees.
• Represents the firm externally with counter parties, industry groups, and market participants.

• Responsible for execution of derivative strategies with strong attention to detail, risk discipline, and operational accuracy.
• Accountable for successful design and implementation of hedging programs, particularly RILA-focused strategies, as well as interest rate, FX, and broader derivative applications.
• Aligns derivative activity with ALM objectives, product design features, and enterprise risk appetite.
• Drives high-performance culture with consistent achievement of risk, return, and operational objectives.

• Maintains expert-level knowledge of global derivative markets, structured products, and insurance hedging techniques.
• Acts as a thought leader, bringing external insights, innovations, and emerging trends into the organization
• Continuously monitors regulatory developments and industry best practices, responsible for alignment and proactive adaptation.
• Use and evaluation of systems such as Bloomberg, risk analytics platforms, and trade/order management systems.

• Promotes a culture of collaboration across trading, ALM, Product, actuarial, portfolio management, risk, and operations teams.
• Serves as a culture ambassador for Tru Stage Investment Management.

• Manage relationship with ALM and Product teams to align derivative strategies with liability structures and product features, particularly for RILA offerings.
• Provides forward-looking insights that inform product design, pricing, and risk management decisions.
• Incorporates external market intelligence to enhance hedge effectiveness and capital efficiency.

• Guides and mentors derivatives traders and analysts.
• Builds organizational capability in derivatives strategy, execution, and innovation.
• Demonstrates strong self-awareness, authenticity, and the ability to lead through complexity.

• Lead design, execution, and governance of derivative strategies in close partnership with ALM and Product, including:
  • RILA hedging programs (primary focus; options-based strategies supporting buffers, caps, GLWBs, and crediting structures).
  • Interest rate risk management (swaps, swaptions, futures, Treasury derivatives aligned with liability…