Director, Management Liability; Financial Services

Director, Management Liability (Financial Services)

Remote

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
• Own the strategy, design, and execution of Counterpart’s Financial Services (FI) products, including but not limited to Private Equity, Investment Advisors, Banks, Fin Techs, and emerging financial entities.
• Develop differentiated coverage structures, forms, and pricing logic tailored to modern financial institutions and evolving exposures.
• Identify white space opportunities and lead new product ideation, filings, and launches in partnership with our insurance and product infrastructure teams.
• Set and Execute Product Strategy
• Lead go‑to‑market (GTM) strategy for Financial Services: messaging, broker training, coordination with the rest of the underwriting team, enablement materials, and external positioning.
• Develop and iterate target market initiatives, identifying classes, geographies, or niches where our value proposition gives us a strategic edge.
• Shape and oversee product audits, ensuring underwriting consistency, guideline adherence, and feedback loop closure.
• Build Scalable, Systematic Infrastructure
• Own or coordinate the creation of underwriting guidelines, decision trees, and rating logic, ensuring alignment across manual, automated, and hybrid workflows and overall company goals.
• Work with data and engineering teams to codify underwriting logic, enabling automation, default recommendations, and triage logic.
• Develop structured processes to capture and act on market trends, adjusting rate strategy, appetite, and workflow defaults to maintain competitiveness and profit.
• Partner with Carriers and Brokers
• Lead carrier relationships for Financial Services, including new filings, audits, product approvals, and ad hoc initiatives.
• Serve as the face of product leadership to strategic brokers — building trust through responsiveness, underwriting depth, and insight.
• Deliver training and support to distribution teams to maximize broker engagement and quote‑to‑bind efficiency.
• Optimize with Data
• Collaborate with data science to run scenario models, pricing experiments, and profit optimization analyses across products and segments.
• Use performance data to recommend updates to appetite, coverage terms, pricing, and underwriting strategy.
• Track and synthesize portfolio KPIs — translating into product strategy and operational changes.

• 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…