CFA

Vice President, Capital & Investments | Kansas City, MO

Role details

Location: Kansas City, Missouri, United States. Office-based role.

Employment: Full-time. Level: Executive.

Benefits: Full benefits package. Relocation assistance available.

Travel: Occasional. A current valid driver's license is required.

Visa sponsorship and immigration-related support: Not available, including OPT, STEM OPT, CPT and future permanent-residence sponsorship.

Security clearance: Not required. Bonus and commission: Not eligible.

The opportunity

Shape how a large privately held enterprise invests for the long term. As a strategic partner to the Chief Investment Officer, you will lead day-to-day investment execution, capital allocation, portfolio oversight and governance across public and private investments, real estate, operating businesses and affiliated investment entities.

You will turn complex investment analysis into clear recommendations, balancing return opportunities with liquidity, risk and capital preservation. The role operates with significant autonomy within approved policies and delegated authority.

What you will lead

- Partner with the CIO on enterprise capital allocation strategy, investment priorities and decision-making frameworks.

- Lead total-portfolio analysis covering asset allocation, liquidity, leverage, cash flow, downside scenarios and long-term returns.

- Evaluate public securities, alternatives, real estate, operating-business investments and strategic acquisitions.

- Lead investment due diligence, underwriting and external manager selection; present recommendations to executives, investment committees and boards.

- Develop financial models, return thresholds, performance measures, investment reporting and risk dashboards, including advanced real estate modelling.

- Support multigenerational capital preservation and wealth-planning discussions through rigorous analysis and advice.

- Own financial plans, budgets, forecasts and performance targets, identifying and mitigating risks.

- Lead and develop the investment function, coach colleagues and managers, plan resources and support organisational change.

- Build trusted relationships across investment, operating-business and external stakeholder teams.

What you will bring

- 12+ years of real estate, financial management or accounting experience.

- Extensive experience managing substantial financial portfolios and contributing to capital allocation decisions.

- Experience presenting to investment committees, boards or executive leadership.

- A bachelor's degree in finance, accounting, economics or a related field; equivalent relevant experience will be considered.

- Advanced real estate financial modelling and strong Excel and Microsoft Office skills.

- Strategic judgement, commercial awareness and the ability to translate complex investment concepts into actionable recommendations.

- Strong communication, relationship-building, organisational and problem-solving skills, with close attention to detail.

- Ability to manage budgets, assess profitability and remain composed under pressure.

- Completion of required employer training and role-specific professional development within the required timeframe.

Preferred qualifications

- MBA.

- Chartered Financial Analyst designation or CFA candidacy.

Working environment

Normal office environment with frequent sitting and computer use, occasional standing, walking, bending and overhead reaching. The role requires the ability to lift up to 10 pounds and may involve periods of travel.

Finance Director – Wealth & Annuity Segment (Remote USA)

Finance Director – Wealth & Annuity Segment (Remote)

πŸ“ Location: Fully Remote (U.S.)
✈️ Travel: Monthly travel to corporate headquarters in Wisconsin
πŸ’Ό Employment Type: Full-Time
🚫 Visa Sponsorship: Not Available
🚚 Relocation Assistance: Possible for Exceptional Candidates
πŸ’° 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

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

βœ” Strong understanding of:

  • Insurance Balance Sheets

  • Liability-Driven Investing (LDI)

  • Capital Management

  • Insurance Product Economics

βœ” Actuarial or highly quantitative background preferred:

  • FSA / ASA

  • CFA

  • Advanced Financial Modeling Experience

βœ” 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.