Finance Director – Wealth & Annuity Segment (Remote USA)

Finance Director – Wealth & Annuity Segment (Remote)

📍 Location: Fully Remote (U.S.)
✈️ Travel: Monthly travel to corporate headquarters in Wisconsin
💼 Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: Possible for Exceptional Candidates
💰 Bonus Eligible: Yes

Overview

A leading financial services organization is seeking a Finance Director – Wealth & Annuity Segment to serve as the strategic finance partner supporting a multi-billion-dollar Wealth business focused on Annuities, Pension Risk Transfer (PRT), and Retirement Solutions.

This highly visible leadership role will partner directly with senior business executives to drive growth, profitability, capital allocation, forecasting, pricing strategy, and long-term business planning.

Key Responsibilities

Strategic Finance Leadership

• Serve as the primary finance partner to Wealth Segment leadership.

• Provide financial guidance on strategic planning, growth initiatives, and profitability improvement.

• Support executive decision-making through financial modeling and business analysis.

• Lead financial forecasting, budgeting, variance analysis, and performance management.

Wealth & Annuities Business Support

• Support the annuity, pension risk transfer (PRT), and retirement product businesses.

• Evaluate product profitability, pricing strategies, and capital deployment decisions.

• Partner across actuarial, investment, finance, and business teams to drive results.

Financial & Actuarial Collaboration

Work closely with teams responsible for:

• Asset Liability Management (ALM)

• Investment Management

• Product Pricing & Design

• Capital Management

• Reinsurance Strategy

• Valuation & Financial Reporting

Leadership & Team Development

• Lead and develop finance talent.

• Drive cross-functional finance initiatives and enterprise projects.

• Promote financial discipline and business accountability across the organization.

• Improve financial literacy among business leaders and stakeholders.

Required Qualifications

Education

• Bachelor’s Degree in Finance, Accounting, Economics, Actuarial Science, or related discipline.

• MBA or advanced business degree preferred.

Experience

• 12+ years of finance leadership experience within financial services.

• 4–5 years leading teams or directing finance resources.

• 3–5 years advising senior executives and influencing business strategy.

• Strong background in:

• Financial Planning & Analysis (FP&A)

• Forecasting & Business Performance Management

• Product Profitability

• Strategic Financial Modeling

Professional Credentials (Preferred)

• CPA

• CMA

• FSA / ASA

• CFA

• CLU

• ChFC

Preferred Experience

✔ Deep expertise in Annuities and/or Pension Risk Transfer (PRT)

✔ Strong understanding of:

• Insurance Balance Sheets

• Liability-Driven Investing (LDI)

• Capital Management

• Insurance Product Economics

✔ Actuarial or highly quantitative background preferred:

• FSA / ASA

• CFA

• Advanced Financial Modeling Experience

✔ Experience partnering with senior leaders in large insurance or retirement services organizations

Ideal Candidate

The ideal candidate is a strategic finance leader with deep expertise in the annuity and retirement products space who can bridge finance, actuarial, investments, and business strategy.

They will bring:

• Significant insurance industry experience

• Strong understanding of annuity and PRT products

• Executive-level business partnering skills

• Advanced financial modeling and analytical capabilities

• Proven leadership experience managing high-performing finance teams

• Ability to influence complex strategic decisions across a large organization

Candidate Snapshot

Requirement

Details

Experience

12+ Years Finance Leadership

Industry

Insurance / Financial Services

Seniority

Director Level

Leadership Experience

Required

Education

Bachelor's Degree Required

Remote

Yes

Travel

Monthly to Wisconsin HQ

Bonus Eligible

Yes

Relocation

Possible

Sponsorship

Not Available

Key Screening Questions

1. Do you have significant experience in the insurance or retirement services industry?

2. Have you supported annuity and/or pension risk transfer (PRT) products?

3. Do you have experience partnering with executive leadership teams?

4. Have you led finance teams and strategic planning functions?

5. Do you have experience with ALM, pricing, capital management, or actuarial-driven financial analysis?

6. Do you hold any professional designations such as CPA, CFA, ASA, or FSA?

7. Are you comfortable with monthly travel to corporate headquarters?

Why Consider This Opportunity?

• Fully remote leadership position.

• Strategic partnership with executive business leaders.

• Influence a multi-billion-dollar Wealth & Retirement business.

• Exposure to annuities, pension risk transfer, investments, actuarial, and capital management.

• Strong compensation, bonus potential, and executive-level visibility.

• Opportunity to shape long-term business strategy and growth initiatives.

Head of Demand Planning – Greater China | Shanghai | ¥700K–¥1.1M + Bonus + 13th Month

Head of Demand Planning – Greater China

📍 Location: Shanghai, China
💼 Employment Type: Full-time, Senior Leadership
💰 Salary Range: ¥700,000 – ¥1,100,000 annually + 13th month salary + bonus
🎯 Experience Level: 10–15 years in Demand Planning / Supply Chain

About the Role

We are seeking a strategic and data-driven Head of Demand Planning to lead the Greater China region. This role is critical in shaping and driving the demand planning strategy across both Consumer and Commercial business units. You’ll be responsible for creating a unified forecast, aligning business assumptions, and ensuring that demand planning becomes a central enabler of growth and operational excellence.

As a senior leader, you will manage a team of demand planners, collaborate with cross-functional stakeholders, and influence at the highest levels of the organization to align strategy with execution.

Key Responsibilities

• Lead Demand Planning: Chair and coordinate regional demand planning activities, ensuring alignment between country, cluster, and regional levels.

• Consensus Forecasting: Drive “one set of numbers” by facilitating collaboration across business functions and clearly articulating assumptions.

• Forecast Accuracy & Analytics: Employ advanced analytics and ML-based forecasting to improve accuracy, reduce bias, and add value at product line, market, and segment levels.

• New Product Integration: Manage lifecycle forecasting and integrate new product launches seamlessly through S&OP processes.

• Stakeholder Collaboration: Partner with Marketing, Sales, Cluster Supply Planning, and Finance to align on forecasts, improve safety stock settings, and reduce costs tied to forecast variability.

• Data Integrity & Reporting: Ensure system accuracy in demand planning tools (Kinaxis, o9, E2Open, IBP), track performance metrics, and report meaningful insights.

Requirements

• 10–15 years of combined experience in Supply Chain (Demand Planning), Sales, or Marketing within mid-to-large multinational organizations.

• Minimum 3–5 years in a leadership role heading demand planning.

• Strong expertise in forecasting, planning, and analytics.

• Proven ability to lead within a matrix organization.

• Solid knowledge of Supply Chain, Manufacturing, Logistics, and Sales & Marketing.

• Skilled in Microsoft Excel and demand planning tools (Kinaxis, o9, E2Open, IBP).

• Experience with advanced forecasting analytics and ML-based approaches.

• Fluent in English; strong communication and stakeholder management skills.

• Bachelor’s degree required; advanced degree a plus.

Ideal Candidate

• A strategic thinker with the ability to translate insights into action.

• Strong leadership and influencing skills, able to communicate effectively with executive stakeholders.

• Data-driven mindset with exposure to advanced forecasting and digital tools.

• Experienced in balancing short-term operational needs with long-term strategic goals.

Compensation & Benefits

• Base Salary: ¥700,000 – ¥1,100,000 per year

• Annual Bonus: 1 month

• 13th-month salary

• Full benefits package including:

• Medical, Dental, Vision, and Life Insurance

• Retirement plan

• Paid Time Off & Holidays

• Hybrid working options

• Equity program eligibility

👉 This is a high-impact leadership opportunity for a seasoned demand planning leader to shape the future of supply chain strategy across Greater China.