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
Do you have significant experience in the insurance or retirement services industry?
Have you supported annuity and/or pension risk transfer (PRT) products?
Do you have experience partnering with executive leadership teams?
Have you led finance teams and strategic planning functions?
Do you have experience with ALM, pricing, capital management, or actuarial-driven financial analysis?
Do you hold any professional designations such as CPA, CFA, ASA, or FSA?
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.