Revenue Growth

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.

 

Associate Director, Corporate Partnerships – Boston, MA

Associate Director, Corporate Partnerships

📍 Location: Boston, Massachusetts (Hybrid)
🏥 Industry: Healthcare / Nonprofit / Philanthropy
💼 Employment Type: Full-Time

💰 Compensation & Benefits

  • Salary Range: $97,500 – $141,500

  • Full benefits package included

  • No relocation assistance

  • No visa sponsorship available

🌍 Work Model

  • Hybrid schedule

  • Must be able to work onsite 2–3 days per week

🚀 Overview

A leading academic medical center is seeking an experienced Associate Director, Corporate Partnerships to lead strategic corporate fundraising and partnership development initiatives.

This individual will play a critical role in building, managing, and growing a portfolio of corporate and foundation partners supporting healthcare, community impact, research, and health equity initiatives.

The ideal candidate is a strategic relationship-builder with a strong background in corporate fundraising, development, or partnership management and a proven track record securing major gifts and grants.

🔧 Key Responsibilities

Corporate Partnership Strategy

  • Develop and execute multi-year corporate partnership strategies aligned with institutional priorities

  • Build and manage a portfolio of corporate and foundation partners capable of six- and seven-figure giving

  • Identify, cultivate, solicit, and steward corporate prospects and strategic partners

Revenue Growth & Portfolio Management

  • Drive retention and expansion of existing partnerships

  • Build and maintain a sustainable pipeline of new funding opportunities

  • Lead complex corporate fundraising efforts and multi-year partnership negotiations

  • Monitor portfolio performance and revenue forecasting using CRM systems

Leadership & Team Development

  • Mentor and support team members within the Corporate Foundation Relations team

  • Help establish and monitor team metrics and fundraising goals

  • Foster a collaborative and high-performing fundraising environment

Cross-Functional Collaboration

  • Partner with:

    • Clinical leaders

    • Hospital leadership

    • Program directors

    • Development teams

  • Align donor interests with institutional priorities and strategic initiatives

  • Collaborate with communications and proposal teams on partnership materials and stewardship reporting

Operations & Reporting

  • Utilize Raiser’s Edge NXT and CRM tools to:

    • Track donor activity

    • Monitor portfolio health

    • Maintain accurate records

    • Forecast revenue opportunities

  • Participate in annual business planning and fundraising strategy development

  • Provide leadership updates regarding partnership progress and revenue goals

✅ Required Qualifications

  • Bachelor’s Degree required

  • 7+ years of progressive experience in:

    • Corporate partnerships

    • Development/fundraising

    • Sales/business development

    • Related fields

  • Experience managing high-value corporate relationships and strategic partnerships

  • Ability to work onsite 2–3 days per week

⭐ Preferred Qualifications

  • Experience supervising and mentoring staff

  • Leadership experience managing teams of 3+ employees

  • Proven success securing:

    • $1M+ gifts and grants

    • Multi-year corporate partnerships

  • Experience with:

    • Corporate social responsibility (CSR) programs

    • Corporate foundations

    • Healthcare fundraising

    • Nonprofit development

  • Existing corporate networks in the Greater Boston market preferred

🛠️ Core Skills

✔ Corporate Partnerships
✔ Fundraising Strategy
✔ Major Gifts
✔ Foundation Relations
✔ Donor Stewardship
✔ Revenue Growth
✔ Proposal Development
✔ Relationship Management
✔ Team Leadership
✔ Strategic Planning
✔ CRM Management
✔ Raiser’s Edge NXT
✔ Healthcare Philanthropy
✔ Cross-Functional Collaboration

🎯 Ideal Candidate

  • Strategic fundraiser with strong corporate partnership expertise

  • Proven success managing complex donor portfolios and securing major gifts

  • Strong leadership and mentoring capabilities

  • Excellent communication and proposal writing skills

  • Comfortable working in fast-paced, mission-driven healthcare environments

  • Passionate about healthcare equity, community impact, and nonprofit mission advancement

⚠️ Important Notes

  • Hybrid role requiring onsite presence 2–3 days weekly

  • No visa sponsorship available

  • Preference for candidates with healthcare or nonprofit fundraising backgrounds

  • Experience with corporate partners in the Boston area strongly preferred

📝 Screening Questions

  1. What interests you about this opportunity?

  2. Can you provide an overview of your relevant fundraising and corporate partnership experience?

📋 Interview Process

  1. Virtual interview with Hiring Manager and Team Member

  2. Virtual panel interview with the team

  3. Final onsite panel interview with Development leadership

🌟 Why Join

  • Opportunity to support one of the nation’s leading mission-driven healthcare organizations

  • Meaningful work advancing healthcare access, health equity, and community impact

  • Collaborative and innovative fundraising environment

  • High visibility role with executive and clinical leadership exposure

  • Strong organizational commitment to diversity, inclusion, and social justice

  • Opportunity to shape and grow a major corporate partnerships program

 

Chief Executive Officer (CEO) – Behavioral Health Hospital | Healthcare Leadership | MI / MO

Chief Executive Officer – Behavioral Health Hospital

📍 Location: Multiple U.S. Locations (Onsite) – West Bloomfield, MI or Springfield, MO
💼 Employment Type: Full-Time
🎓 Education: Bachelor’s Degree required (MBA/MHA preferred)
📈 Seniority Level: Executive
🕒 Experience Required: 5–10+ years leadership experience
✈️ Travel: Occasional
🌎 Visa Sponsorship: Not available
🚚 Relocation Assistance: Available

Role Overview

We are seeking a Chief Executive Officer (CEO) to lead the overall operations, strategy, and performance of a behavioral health hospital.

This role carries full accountability for clinical quality, financial performance, regulatory compliance, talent development, and strategic growth, ensuring the facility delivers outstanding patient outcomes while achieving business objectives.

The CEO will act as the executive leader of the facility, working closely with the governing board, medical leadership, and community stakeholders.

Key Responsibilities

Executive Leadership & Strategy

  • Develop and execute the hospital’s strategic and operational plans

  • Partner with the governing body to define annual budgets and long-term growth strategy

  • Lead the organisation with a focus on quality care, operational excellence, and financial performance

Operational Management

  • Oversee day-to-day hospital operations, ensuring performance across:

    • Patient care outcomes

    • Financial management

    • Regulatory compliance

    • Staff performance and development

  • Establish organisational structure and accountability across departments

Financial & Business Performance

  • Drive achievement of census, revenue, and EBITDA targets

  • Lead payer contract negotiations and performance management

  • Identify opportunities for growth, service expansion, and operational efficiency

Clinical Quality & Compliance

  • Ensure compliance with:

    • Licensure and accreditation standards

    • Regulatory bodies and healthcare frameworks

  • Lead quality improvement initiatives (QAPI)

  • Maintain continuous survey readiness and audit compliance

  • Oversee patient safety initiatives and issue resolution

Talent & Culture

  • Recruit, develop, and retain high-performing leadership and clinical teams

  • Foster a culture of accountability, engagement, and continuous improvement

  • Lead performance management, coaching, and succession planning

Community & Stakeholder Engagement

  • Build and maintain relationships with:

    • Healthcare providers

    • Government agencies

    • Community organisations

  • Drive referral growth and market presence

  • Represent the organisation within the local healthcare ecosystem

Program Development & Growth

  • Expand and enhance continuum of care, including outpatient and community-based services

  • Support innovation in treatment programs and service offerings

  • Lead initiatives to improve access to care and patient outcomes

Required Qualifications

  • Bachelor’s degree required (Business, Healthcare Administration, Public Health, or related field)

  • MBA/MHA or equivalent preferred

  • 5+ years of senior leadership experience (CEO or equivalent) within:

    • Behavioral health

    • Acute care

    • Managed care environments

  • Strong experience with:

    • Hospital operations and administration

    • Financial management and P&L ownership

    • Regulatory compliance and accreditation

Key Skills & Expertise

  • Behavioral health hospital leadership experience

  • Strong financial and operational acumen

  • Experience with regulatory surveys and accreditation processes (e.g., Joint Commission)

  • Talent recruitment, retention, and leadership development

  • Marketing and community engagement

  • Quality improvement and patient safety leadership

  • Experience with hospital startup, turnaround, or expansion initiatives (preferred)

Leadership Competencies

  • High emotional intelligence and people leadership capability

  • Ability to drive results across financial, quality, and operational metrics

  • Strong strategic thinking and decision-making skills

  • Proven ability to influence stakeholders and lead through change

  • Hands-on, visible leadership style with strong team engagement

  • Ability to balance short-term execution with long-term strategy

Ideal Candidate Profile

The ideal candidate will:

  • Have extensive experience leading behavioral health facilities

  • Demonstrate success in improving clinical quality and financial performance

  • Be a hands-on leader with strong presence across operations

  • Have experience managing multiple service lines

  • Bring a track record of:

    • Building high-performing teams

    • Achieving regulatory excellence

    • Driving sustainable growth

Key Success Metrics

  • Financial performance (census, revenue, EBITDA)

  • Talent retention and leadership development

  • Regulatory compliance and audit outcomes

  • Patient satisfaction and quality scores

  • Market growth and referral performance

Benefits

  • Comprehensive benefits package

  • Performance-based bonus structure

  • Relocation support available

  • Executive-level compensation and incentives

 

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