Finance Director, Wealth & Annuity Segment; Remote

Compensation

$154,100 (Min) - $220,400 (Mid) - $286,600 (Max)

This position serves as the Strategic Financial Business Partner of a specific business or functional area such as a Product Segment or Operations area. The role works with leadership to develop strategies and execution plans to achieve goals, ensuring financial rigor is consistently applied, and provides direction to finance functions within the assigned area while partnering with Corporate Finance.

• Serve as a key member of the assigned area Leadership Team and participate in strategic and tactical planning with a financial perspective.
• Work with business leaders and potential external partners to identify, plan, and execute strategic profit improvement tactics.
• Provide financial and strategic support in activities such as product development/exit strategy, mergers and acquisitions, incubator and/or transformational efforts including outsourcing tactics.
• Partner with the Finance organization to ensure strong performance management discipline.
• Collaborate with other Finance functions to ensure consistent and effective decision making.
• Provide leadership on cross‑finance or cross‑organizational projects and lead/coordinate cross‑functional team meetings.
• Build and lead staff to support and drive departmental/corporate goals and strategy; develop staff capabilities and cultivate talent for future advancement.
• Identify the critical success factors that drive financial models, develop integrated actionable strategic and tactical plans, and support forecasting.
• Identify and direct development and maintenance of business and financial models and reports to aid leaders in planning, decision-making, and improving performance.
• Facilitate the business management process within the assigned area, manage business models and plans, and drive problem‑solving around performance variances.
• Recommend actions to address variances to the assigned area Leadership Team.
• Design and support programs to strengthen financial literacy within the assigned area.

• Serve as a senior strategic leader within the Wealth business, focusing on annuities and pension risk transfer (PRT) to drive growth and profitability in institutional and insurance‑based solutions.
• Drive end‑to‑end coordination and execution across critical actuarial and financial functions, including investment management, asset‑liability management, pricing and product design, capital management, reinsurance strategy, valuation and financial reporting.

• Bachelor’s degree in a Financial Discipline. Master’s degree or other business‑related education is beneficial.
• Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA indicating competency in financial and insurance areas.
• 4–5 years of experience leading teams or providing direction to other resources.
• 3–5 years of experience providing executive consultation and influencing business decisions.
• 12+ years of work experience in financial management with managerial responsibility for functional activities in the financial services industry.
• Experience working with sales and revenue models, company financials, product pricing and profitability models, and performance measures.
• Strong verbal and written communication skills.
• Demonstrated leadership and ability to drive results through influence, persuasion, presentations, and group facilitation skills.

• Deep expertise in annuities and/or pension risk transfer, with understanding of insurance balance sheets and liability‑driven investing.
• Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent) with rigorous analytic frameworks to business strategy and financial decision‑making.

Included benefits: medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401(k), tuition reimbursement, and annual incentive (bonus) plan.

If you need application or interview process accommodations, please contact the accessibility department.