Head of Capital Management

A senior executive role responsible for shaping capital strategy, leading M&A activity, and overseeing treasury operations to support long‑term financial strength, sustainable growth, and policyholder value. This role partners closely with the CEO, CFO, CLO, Board of Directors, and rating agencies.

• Design and lead capital allocation frameworks to optimize returns, liquidity, and surplus adequacy
• Balance growth investments with risk‑adjusted returns and policyholder commitments
• Align capital decisions with corporate strategy, market dynamics, and stakeholder expectations

• Build and lead M&A capabilities, including pipeline development, valuation, due diligence, and integration
• Partner with cross‑functional leaders to ensure strategic and financial alignment
• Manage external advisors such as banks and consultants
• Monitor industry trends and competitive M&A activity

• Oversee global treasury operations, including liquidity, funding, and risk management
• Establish policies for cash management, FX, and interest rate risk
• Act as a trusted advisor to executive leadership on capital deployment and financial decisions
• Report to the Board on capital performance, investments, and strategic initiatives
• Ensure regulatory compliance and strong internal controls

• Bachelor’s degree required; MBA or advanced degree preferred
• CPA, CFA, or CTP a plus
• 10+ years’ experience leading M&A and capital initiatives in insurance, banking, or financial services
• Deep expertise in corporate finance, capital markets, and complex transactions
• Strong executive presence with the ability to influence senior stakeholders
• Proven project leadership across large, cross‑functional initiatives

Mid‑Senior level

Full‑time

Finance and Management

Insurance