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.

Business Segment Director – Space Mission Systems | TS/SCI Poly | Scottsdale, AZ

Business Segment Director – Space Mission Systems

📍 Location: Scottsdale, Arizona / Remote Flexibility Available
🏢 Work Model: Remote with Travel Requirements
💼 Employment Type: Full-Time
🔐 Security Clearance Required: Active TS/SCI Clearance Required at Time of Hire
🔒 CI Polygraph Preferred (Must be eligible and willing to obtain post-hire if not currently held)

💰 Compensation & Benefits

• Base Salary: $200,000 – $290,000
  (Depending on experience and qualifications)

• Full comprehensive benefits package

• Relocation assistance available for ideal candidates

• Interview travel reimbursement provided

📍 Location & Travel Expectations

• The role can ultimately be performed remotely with travel as needed

• However, the first 3 months will require significant onsite presence in Scottsdale to support onboarding, stakeholder integration, and operational ramp-up

• Following this initial period, candidates may be based remotely but must be willing to travel when required for program, customer, and leadership engagements

🚀 The Opportunity

A leading defense and aerospace organization is seeking a Business Segment Director to lead a portfolio of advanced national security and space mission programs supporting critical missions globally.

The portfolio includes technologies and programs related to:

• Data networking & secure data transport

• Cybersecurity & high-assurance cryptography

• Mission-critical space systems

• Satellites & embedded mission technologies

• Secure communications & networking platforms

This executive leadership role oversees high-value development and production programs and is responsible for strategic growth, operational execution, customer engagement, financial performance, and organizational leadership across a highly complex classified portfolio.

The ideal candidate is a proven defense industry executive with deep expertise across space systems, secure technologies, avionics, cybersecurity, cryptographic solutions, or embedded mission systems, combined with strong operational leadership and business development capabilities.

🔧 Key Responsibilities

Strategic Leadership & Growth

• Lead and expand a portfolio of mission-critical defense and space programs

• Develop and execute short- and long-term business growth strategies

• Identify and capture adjacent and new business opportunities

• Drive business development and customer engagement initiatives

• Support strategic portfolio growth within national security and classified environments

Program & Operational Leadership

• Oversee execution of complex development and production programs

• Manage financial, operational, schedule, and customer satisfaction objectives

• Ensure successful delivery across highly classified and technically complex environments

• Balance mission urgency, execution discipline, and customer expectations

• Lead operational performance across multiple programs and business initiatives

Customer & Stakeholder Engagement

• Serve as senior interface to government and defense customers

• Build trusted relationships across:

• Space systems organizations

• Cryptographic and cybersecurity communities

• Networking and avionics sectors

• Certification and mission authorities

• Communicate effectively with executive, operational, and technical stakeholders

• Represent the business segment with senior internal and external leadership

Organizational & Team Leadership

• Lead and mentor high-performing engineering and program leadership teams

• Drive accountability, collaboration, and organizational alignment

• Support transformation and change management initiatives

• Foster an inclusive, innovative, and mission-focused culture

• Build and sustain high-performing cross-functional teams

Technical & Mission Leadership

• Support programs involving:

• Satellites and space mission systems

• Secure networking solutions

• High-assurance cryptographic systems

• Embedded mission technologies

• Secure communications platforms

• Collaborate across engineering, operations, and customer teams to deliver mission success

• Support Agile development environments and innovation initiatives

• Identify opportunities for AI-enabled operational improvements and efficiencies

✅ Required Qualifications

• Bachelor’s degree required

• 15+ years of leadership experience within defense contracting or related national security environments

• Proven experience managing:

• Complex development programs

• Production programs

• Large portfolios or business segments

• Strong expertise in one or more of the following areas:

• Space systems

• Satellites

• Cryptography

• Cybersecurity

• Secure networking

• National security systems

• Active TS/SCI clearance required at time of hire

• Ability and willingness to obtain CI Polygraph clearance

• U.S. Citizenship required

⭐ Preferred Background

• Embedded systems or avionics experience

• Experience supporting compartmented programs

• Agile development environment experience

• Existing relationships across aerospace and defense communities

• Experience operating within large matrix organizations

• Strong financial and operational leadership capability

• Experience leading organizational transformation initiatives

🛠️ Core Skills

✔ Strategic Planning
✔ Business Development
✔ Program Execution
✔ Space Systems Leadership
✔ Cryptographic Solutions
✔ Cybersecurity
✔ Financial Management
✔ Customer Relationship Management
✔ Change Management
✔ Team Leadership
✔ Defense Contracting
✔ Agile Development
✔ Operational Leadership
✔ National Security Programs

🎯 Ideal Candidate

The ideal candidate is an executive-level aerospace or defense leader who:

• Brings deep expertise across mission-critical national security programs

• Understands complex space mission systems and secure technologies

• Has successfully led large organizations through growth and transformation

• Combines strong operational execution with strategic business leadership

• Is highly customer-facing and trusted within classified defense environments

• Thrives in fast-moving, high-accountability mission environments

• Demonstrates strong leadership presence, communication, and stakeholder management capability

🌟 Why This Role Stands Out

• Lead highly strategic national security and space mission programs

• Influence cutting-edge technologies in cybersecurity, cryptography, and secure space systems

• Significant executive visibility and organizational influence

• Opportunity to shape the future of secure space mission capabilities

• Join a highly respected defense and aerospace organization supporting critical global missions

• Strong long-term growth and leadership opportunity

📋 Additional Details

• Travel required based on program and customer needs

• Director-level executive leadership position

• Relocation assistance available for exceptional candidates

• Candidates must possess an active TS/SCI clearance and be eligible to obtain a CI Polygraph

• Remote flexibility available following initial onboarding period

Recruiter Summary

This is a highly visible executive leadership opportunity within a premier aerospace and defense environment supporting advanced national security and space mission programs. The position offers the opportunity to lead complex classified portfolios involving secure communications, cybersecurity, cryptography, satellites, and mission-critical technologies while influencing long-term strategic growth and operational direction across the organization.

Ideal candidates will bring a blend of strategic leadership, operational excellence, technical credibility, customer engagement experience, and deep understanding of classified defense environments.