Finance Director, Wealth & Annuity Segment [Remote]

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Finance Director, Wealth & Annuity Segment based in the United States.

This is a strategic leadership opportunity for an experienced finance professional to influence business performance within a complex wealth and annuity environment. The role combines financial management, executive partnership, business strategy, and team leadership to support long-term growth and profitability. Working closely with senior stakeholders, you will provide financial insights, guide key business decisions, and help shape strategic initiatives across product, revenue, and performance management functions. The position offers significant visibility and impact, requiring a strong understanding of financial services, insurance products, and business operations. Ideal candidates bring both analytical rigor and leadership capabilities, with the ability to translate financial data into actionable business strategies in a highly collaborative environment.

Accountabilities

• Provide strategic financial leadership and guidance to support business objectives within the wealth and annuity segment.
• Partner with executive leaders to evaluate business performance, identify growth opportunities, and influence key operational and strategic decisions.
• Lead financial planning, forecasting, budgeting, and performance management activities to ensure alignment with organizational goals.
• Analyze revenue streams, product profitability, pricing strategies, and financial performance metrics to drive sustainable business growth.
• Develop and communicate financial insights, recommendations, and business cases to senior leadership and key stakeholders.
• Lead, mentor, and develop finance professionals while fostering a culture of accountability, collaboration, and continuous improvement.
• Support the evaluation of new business initiatives, investments, and product opportunities through financial modeling and scenario analysis.
• Monitor industry trends, market dynamics, and regulatory developments that may impact financial performance and strategic direction.
• Drive process improvements and enhance financial reporting capabilities to support informed decision-making and operational efficiency.
• Collaborate with cross-functional teams to ensure financial strategies are integrated into broader business objectives.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related financial discipline.
• Master’s degree in Business Administration or a related field is preferred.
• Professional certifications such as CPA, CMA, CLU, ChFC, CCUE, FSA, CFA, ASA, or equivalent credentials are highly valued.
• 12+ years of progressive experience in financial management within the financial services, insurance, wealth management, or annuity sectors.
• Demonstrated experience managing teams, leading finance functions, or providing direction to cross-functional resources.
• Proven track record of influencing executive-level business decisions through financial analysis, strategic recommendations, and consultative leadership.
• Strong expertise in financial planning, forecasting, profitability analysis, pricing models, revenue management, and performance measurement.
• Deep understanding of annuities, pension risk transfer, insurance financials, liability-driven investing, or related financial products is preferred.
• Strong quantitative, analytical, and problem-solving skills with the ability to develop and interpret complex financial models.
• Excellent verbal, written, presentation, and stakeholder management skills.
• Ability to lead through influence, facilitate decision-making, and build strong relationships across all organizational levels.

Benefits

• Competitive salary package aligned with experience and qualifications.
• Fully remote work opportunity within the United States.
• Executive-level exposure and influence on strategic business initiatives.
• Opportunity to lead and develop high-performing finance teams.
• Professional development and career advancement opportunities.
• Exposure to complex financial products, business strategy, and enterprise-wide decision-making.
• Collaborative and innovative work environment.
• Opportunity to work with senior leaders across finance, operations, and business functions.
• Comprehensive benefits package, including healthcare and retirement programs (where applicable).
• Work-life balance supported through flexible remote working arrangements.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.