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.

Director of Public Relations | Financial Services | £95K–£125K | Hybrid (US-Based)

🎯 Director, Public Relations

📍 Location: United States (Hybrid or Onsite, depending on business needs)
🧭 Experience Level: Director
🎓 Education: Bachelor’s degree required (Communications or related field preferred)
🏦 Industry: Financial Services
💼 Function: Marketing / Corporate Communications
🕓 Employment Type: Full-Time | Permanent
💲 Compensation: £95,000 - £125,000
🚫 Visa Sponsorship: Not available
🚚 Relocation: Not provided

🌟 The Opportunity

This is a senior leadership opportunity for an accomplished public relations professional to shape and drive the global media strategy for a highly respected financial services organization.

Reporting to the Executive Director of Global Public Relations, the Director of Public Relations will serve as a key member of the Marketing & Communications team—responsible for developing and executing comprehensive PR strategies that enhance the firm’s reputation, elevate thought leadership, and align with broader business goals.

This is a dynamic role that blends strategic leadership, hands-on media engagement, and content innovation, ideal for someone who thrives at the intersection of corporate storytelling and global brand influence.

🧭 Key Responsibilities

Strategic Leadership

• Develop and implement a global public relations strategy to support business objectives and strengthen brand visibility.

• Partner with internal stakeholders, including business heads and senior leadership, to define PR priorities, messaging, and KPIs.

• Proactively identify and capitalize on emerging media trends and opportunities to position the company as an industry thought leader.

Media Relations & Content Development

• Build and maintain strong relationships with Tier 1 business, financial, and trade media across the U.S. and internationally.

• Pitch, coordinate, and secure interviews, bylined articles, editorials, media briefings, and speaking opportunities for executives.

• Develop compelling, data-driven storytelling content that communicates the firm’s strategic initiatives and value proposition.

• Partner with agency teams in the U.S. and London to oversee global PR campaigns and ensure message consistency.

Risk & Reputation Management

• Provide expert guidance on communications strategies to mitigate reputational risk.

• Monitor and analyze media coverage, identifying areas for opportunity or improvement.

• Coordinate rapid responses to time-sensitive media inquiries, ensuring accuracy and alignment with corporate policies.

Cross-Functional Collaboration

• Work closely with marketing, communications, and social media teams to align PR campaigns with broader brand initiatives.

• Support digital storytelling efforts, including social media integration, video content, and multimedia engagement.

• Track performance metrics, analyze campaign effectiveness, and report results to executive leadership.

🧩 Qualifications & Skills

✅ 12–15 years of progressive experience in public relations, media strategy, or corporate communications, preferably in financial services or a highly regulated industry.
✅ Bachelor’s degree in Communications, Marketing, Journalism, or a related discipline (advanced degree preferred).
✅ Exceptional writing, editing, and messaging skills — able to translate complex business and financial topics into engaging narratives.
✅ Proven success building media relationships and securing impactful coverage in top-tier outlets.
✅ Strong strategic planning, project management, and analytical capabilities.
✅ Ability to work effectively under pressure, managing multiple high-profile projects simultaneously.
✅ Demonstrated ethical judgment, professionalism, and confidentiality in handling sensitive communications.

💡 Why This Role Matters

You’ll play a critical role in shaping how the organization is seen by global audiences — from C-suite executives and investors to policymakers and the broader financial community. This is a chance to combine creative storytelling with business strategy, ensuring the company’s voice is strong, authentic, and influential.

If you’re a strategic communicator with a passion for media, storytelling, and corporate reputation, this is the opportunity to make a measurable impact on a respected, global brand.