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.

Senior Marketing Manager – Product Portfolio (Healthcare / MedTech) | New Jersey

Senior Marketing Manager – Specimen Management Portfolio

📍 Location: Franklin Lakes, NJ
🏢 Work Model: Hybrid (Monday–Thursday onsite, Friday remote)
💼 Employment Type: Full-Time
✈️ Travel: Up to 30% (U.S.)
💰 Base Salary: $146,100 – $165,000 – Negotiable for the right candidate.
🎯 Bonus Eligible: Yes
🚚 Relocation Assistance: Possible for ideal candidate

Role Overview

We are seeking a strategic and customer-focused Senior Marketing Manager to lead a high-visibility portfolio within the U.S. Specimen Management platform of a global medical technology organization.

This role owns a core product portfolio and is responsible for driving revenue growth, profitability, competitive differentiation, and lifecycle strategy in a highly regulated healthcare environment.

This is not a campaign marketing role — it is a true product marketing leadership position requiring segmentation expertise, lifecycle ownership, pricing strategy, and product launch execution.

What You’ll Own

🔹 Portfolio & P&L Leadership

• Own full product lifecycle management for a core portfolio

• Manage forecasting, pricing strategy, financial planning, and lifecycle optimization

• Drive promotional strategy aligned to revenue and margin objectives

🔹 Strategic Growth Planning

• Develop annual and multi-year marketing plans

• Define segmentation strategies and positioning frameworks

• Identify market expansion and innovation opportunities

• Build differentiated value propositions grounded in customer insights

🔹 Product Launch & Innovation

• Lead end-to-end launch planning and execution

• Partner cross-functionally across R&D, regulatory, supply chain, and sales

• Ensure successful commercialization and market adoption

🔹 Sales Enablement & Customer Engagement

• Develop tools and training to equip sales teams

• Partner closely with regional sales leadership to drive field execution

• Enhance customer engagement through insight-driven marketing programs

🔹 Data & Performance Management

• Develop and manage performance dashboards

• Conduct competitive analysis and demand forecasting

• Use data-driven insights to inform pricing, positioning, and resource allocation

🔹 Cross-Functional Leadership

• Influence without authority across global and regional teams

• Lead cross-functional initiatives in a matrixed organization

• Serve as a trusted strategic advisor internally

Required Qualifications

• Bachelor’s degree required (MBA preferred)

• Minimum 7 years total business experience

• Minimum 5+ years in product marketing or product management

• Experience in a regulated industry required
  (Healthcare, life sciences preferred; food or chemical industries considered)

Must Have:

• Strong experience in market segmentation

• Proven product lifecycle management expertise

• Product launch planning and execution experience

• Pricing, positioning, and strategic planning capability

• Forecasting and financial analysis proficiency

• Strong analytical and Excel skills

• Exceptional communication and cross-functional influence skills

What Is NOT a Fit

Candidates primarily focused on:

• Campaign marketing

• Digital marketing

• Promotional materials without ownership of portfolio strategy
  will not be considered.

This is a portfolio ownership role, not a communications role.

Ideal Candidate Profile

• Strategic thinker with strong commercial acumen

• Experience managing complex product portfolios

• Demonstrated ability to balance strategy and tactical execution

• Comfortable operating in high-growth, matrixed environments

• Strong leadership presence and executive communication ability

• Continuous learner with high adaptability

Compensation & Benefits

• 💰 Base Salary: $146,100 – $165,000 – Negotiable for the right candidate.

• Annual Bonus eligibility

• Long-term incentive potential

• Comprehensive health & wellness coverage

• 401(k) and retirement programs

• Tuition reimbursement & educational assistance

• Paid time off and life balance programs

• Parental leave and caregiving support

• Employee wellness & support resources

Why This Role

• High-visibility product portfolio with strong brand equity

• Strategic ownership with measurable business impact

• Opportunity to influence innovation and market leadership

• Hybrid flexibility within a global healthcare leader

• Strong compensation and long-term growth potential

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.