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.

Pricing Manager – Corporate Strategy | $96K–$174K | Hybrid Overland Park or Bellevue

Pricing Manager – Corporate Strategy

📍 Location: Overland Park, KS or Bellevue, WA (Hybrid – 3 days in-office, 2 days remote)
💼 Employment Type: Full-Time | Mid-Senior Level
💲 Salary Range: $96,200 – $173,600
🎁 Compensation & Benefits:

• Target annual bonus of 15%

• Annual stock grants & employee stock purchase plan

• 401(k) with company match & access to financial coaching

• Comprehensive medical, dental, and vision coverage

• Paid time off (~4 weeks annually for new full-time hires) & 12 paid holidays

• Paid parental and family leave + childcare subsidy

• Tuition assistance, college coaching, and career development programs

• Discounts on mobile services & home internet

• Additional voluntary benefits: AD&D, disability, life insurance, pet insurance, commuter benefits, and more
  🛂 Visa Sponsorship: Not available

Shape Enterprise-Wide Pricing Strategy

We’re seeking a Pricing Manager – Corporate Strategy to play a central role in developing and executing pricing strategies that directly impact growth, competitiveness, and customer value.

This is a highly visible role where you’ll combine strategic problem-solving, economic modeling, and data-driven analysis to influence some of the most important decisions across the business.

What You’ll Do

• Pricing Strategy – Own and maintain enterprise pricing and promotion strategies, applying strategic frameworks and quantitative insights to guide business models.

• Economic Analysis – Develop and interpret models that show the financial implications of decisions, enabling leaders to make informed trade-offs.

• Value Proposition Design – Support product and offer design by synthesizing customer data, market insights, and economic analysis.

• Cross-Functional Influence – Work across multiple business functions and present findings to senior leadership up to VP level.

• Professional Development – Gain coaching in consulting-style problem solving, decision framing, and executive-level presentation skills.

What You Bring

Required:

• Bachelor’s degree in Business, Economics, Finance, Statistics, or another quantitative/technical field.

• 4+ years of experience in corporate strategy, management consulting, or finance.

• Strong analytical, financial, and economic modeling skills.

• Experience analyzing income statements, balance sheets, and cash flow implications.

• Excellent communication and executive presentation skills.

• Ability to break down ambiguous problems into structured, hypothesis-driven solutions.

Preferred:

• Master’s degree (MBA or quantitative field).

• Experience in telecommunications, insurance, or related industries.

• Demonstrated ability to balance technical depth with business-applicable breadth.

Why Join Us?

• 🌍 Enterprise Impact – Influence pricing and promotional strategy at a national scale.

• 📈 Career Growth – A well-trodden path to leadership, with most senior leaders having grown through Corporate Strategy.

• 🤝 Collaborative Team – Work alongside sharp strategists solving the company’s most complex challenges.

• 💡 Development & Training – Build expertise in strategy consulting skills while driving real-world outcomes.

• 💰 Total Rewards – Competitive pay, bonuses, stock programs, and industry-leading benefits.

Senior Corporate Strategy Manager – Strategic Pricing | $117K–$211K | Hybrid Bellevue, WA

Senior Corporate Strategy Manager – Strategic Pricing

📍 Location: Bellevue, WA (Hybrid – 3 days in-office, 2 days remote)
💼 Employment Type: Full-Time | Mid-Senior Level
💲 Salary Range: $117,400 – $211,800
🎁 Compensation & Benefits:

• Target annual bonus of 20%

• Annual stock grants & employee stock purchase plan

• 401(k) with company match

• Comprehensive medical, dental, and vision coverage

• Paid time off (approx. 4 weeks annually for new full-time hires) & 12 paid holidays

• Paid parental and family leave + childcare subsidy

• Tuition assistance, college coaching, and career development support

• Discounts on mobile services & home internet

• Additional voluntary benefits: AD&D, disability, life insurance, pet insurance, commuter benefits, and more
  🛂 Visa Sponsorship: Not available

Drive Pricing Strategy at Scale

We are seeking a Senior Corporate Strategy Manager – Strategic Pricing to join our growing Corporate Strategy team. This role is at the heart of some of the most critical decisions made across the business, driving enterprise-level pricing and promotional strategies that directly shape customer value, market competitiveness, and future growth.

If you thrive on solving complex problems, blending data-driven insights with strategic thinking, and influencing senior leadership, this opportunity will put you at the center of innovation.

What You’ll Do

• Pricing Strategy – Develop and maintain strategies for enterprise-wide pricing and promotions, leveraging frameworks, models, and analytics to chart future business models.

• Economic Assessments – Build models and perform in-depth economic analyses to guide decision-making and illustrate financial implications.

• Value Proposition Development – Partner with cross-functional teams to design and refine product and offer structures, translating customer insights into business outcomes.

• Strategic Collaboration – Work closely with senior leaders across multiple functions, influencing decisions with data-driven recommendations.

• Professional Development – Grow through structured coaching and training in problem framing, economic modeling, and executive communication.

What You Bring

Required:

• Bachelor’s degree in Business, Economics, Finance, Statistics, Engineering, or another quantitative field.

• 7–10 years of relevant experience in corporate strategy, management consulting, or finance.

• Strong analytical skills with the ability to perform complex modeling and data analysis.

• Experience with financial analysis (income statements, balance sheets, cash flow).

• Exceptional problem-solving skills using a hypothesis-driven, structured approach.

• Strong presentation and communication skills, with experience preparing materials for VP-level executives.

Preferred:

• Master’s degree (MBA or quantitative field).

• Experience in telecom, tech, or insurance strategy roles.

• Demonstrated ability to balance technical depth with business acumen.

Why Join Us?

• 🌍 Impactful Work – Shape strategies that directly influence products, pricing, and customer experiences nationwide.

• 📈 Career Growth – Many of our leaders began in Corporate Strategy; we invest heavily in your career development.

• 💡 Collaborative Environment – Partner across multiple business functions to solve high-impact problems.

• 💰 Total Rewards – Competitive pay, stock programs, bonuses, and market-leading benefits.

• 🚀 Culture of Growth – A fast-moving, innovative environment where curiosity and bold thinking are rewarded.