[Hiring] Finance Director, Wealth & Annuity Segment @Veracity

Role Description

The Finance Director for the Wealth & Annuity Segment is a fully remote position with monthly travel to the corporate headquarters in Madison, WI. The ideal candidate will have:

• Deep expertise in annuities and/or pension risk transfer.
• Strong understanding of insurance balance sheets and liability-driven investing.
• Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience).
• Demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making.

This position serves as the Strategic Financial Business Partner of a specific business or functional area, participating with Leadership to develop strategies and execution plans to achieve goals. Responsibilities include:

• Ensuring financial rigor is consistently applied to business management.
• Providing direction to finance functions within the assigned area.
• Working with Corporate Finance to ensure strong performance management discipline.
• Actively participating in strategic and tactical planning.
• Identifying, planning, and executing strategic profit improvement tactics.
• Providing financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, and transformational efforts.
• Collaborating with other Finance functions for effective decision-making.
• Leading cross-functional team meetings to facilitate information sharing and manage customer expectations.
• Building and leading staff to support departmental/corporate goals and strategy.
• Developing staff capabilities and cultivating talent for future advancement.
• Identifying and quantifying critical success factors driving financial models.
• Directing the development and maintenance of business and financial models and reports.
• Facilitating the business management process within the assigned area.
• Managing business models and plans to meet current business and financial expectations.
• Driving the problem-solving process regarding financial performance variances.
• Designing/supporting programs to strengthen financial literacy within the assigned area.

Specific to the Wealth & Annuities Segment:

• Serve as a senior strategic leader within the Wealth business, focusing on annuities and pension risk transfer (PRT).
• Drive growth and profitability in institutional and insurance-based solutions.
• Coordinate and execute across critical actuarial and financial functions, including:
• Investment management
• Asset-Liability Management (ALM)
• Pricing and product design
• Capital management
• Reinsurance strategy
• Valuation and financial reporting

Qualifications

• Bachelor's degree in a Financial Discipline.
• Master's in business administration or other education in business-related fields preferred.
• Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA.
• 4-5 years of experience leading teams or providing direction to other resources.
• 3-5 years of experience in providing executive consultation and influencing business decisions.
• 12+ years of work experience in financial management with managerial responsibility in the financial services industry.
• Experience with sales and revenue models, company financials, product pricing, and profitability models.
• Strong verbal and written communication skills.
• Demonstrated leadership and ability to achieve positive results through influence and persuasion.

Requirements

• Deep expertise in annuities and/or pension risk transfer.
• Strong understanding of insurance balance sheets and liability-driven investing.
• Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience).
• Demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making.

Company Description