US Insurance Debt Advisory Executive Director
$260k - $330kBBVA Compass
The position, reporting to the Head of Insurance Debt Advisory, will play a key role in expanding BBVA's insurance franchise in the U.S. market by combining strategic advisory capabilities with business development and client engagement responsibilities.
Key responsibilities include:
- Drive business origination and client development with U.S. insurance companies by identifying strategic, capital, financing, and rating-related opportunities, while partnering with Coverage and Product teams to deliver the full BBVA product suite in a client-centric and product-agnostic manner.
- Lead the execution of Insurance Debt Advisory mandates, including client analysis, development of strategic recommendations, preparation of presentations and marketing materials, management of Rating Agency interactions, and oversight of transaction execution. The role is expected to contribute to strengthening BBVA's position as a leading Debt Advisory partner for U.S. insurers.
- Develop trusted relationships with senior client executives and key market internal and external stakeholders, including CFOs, Treasurers, Chief Actuaries, Chief Risk Officers, and Rating Agency analysts, with the objective of elevating strategic dialogue and generating value-added business opportunities.
- Provide leadership and mentorship within the Insurance Debt Advisory team, overseeing day-to-day activities of Product Specialists, ensuring high-quality analytical output, and contributing to the continued development of BBVA's insurance advisory capabilities and market positioning.
Qualifications :
- 8+ years of relevant experience in the insurance sector, including advisory, actuarial consulting, capital management, ratings, corporate finance, investment banking, or insurance strategy.
- Strong understanding of the U.S. life insurance industry, including statutory accounting and reporting, Risk-Based Capital (RBC), U.S. GAAP, insurance Rating Agency methodologies, and broader capital and balance sheet management considerations.
- Proven track record advising insurance companies on strategic, capital, financing, rating, or risk management matters, with the ability to translate technical analysis into actionable client recommendations.
- Demonstrated business development and client relationship management skills, with a strong commercial mindset and track record originating advisory mandates.
- Strong analytical, communication, and presentation skills, with the ability to explain complex concepts to both technical and non-technical stakeholders.
- Experience leading complex advisory engagements, managing multidisciplinary teams, and mentoring junior professionals.
- SIE, Series 79, and Series 63 licenses or must obtain within 3 months of joining
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
With respect to this position in our New York Office, the expected base salary ranges from $260,000 to $330,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions
- ...Executive Director, U.S. Insurance Debt Advisory About the Company Leading international bank Industry Banking Type Privately Held Founded 1857 Employees 10,001+ Categories Banking Financial Services Finance Banking & Mortgages...Suggested
- ...VP Partner – Risk Service Line – Insurance Advisory Location: New York, NY, US Bonus Potential: Up to 25% Target... ...) and trusted advisor to C-suite executives across Property & Casualty (P&C),... ...Senior Manager, Director, or Principal-level experience within...SuggestedPermanent employmentFull timeRemote work
$250k - $400k
Job Summary:The Transaction Advisory Services (TAS) Managing Director is a leadership role overseeing all... ...capital analysis and definition, debt and debt-like analysis, warranties... ...accounting areas such as US GAAPExhibit an executive presence and strong business acumenStrong...Suggested$210k - $250k
...Head of Technology & AI, Risk Advisory and Global Chief Underwriting Office Locations: US AXA XL’s Head of Technology... ...Office (GCUO) is a key senior executive, leadership team role in the Technology... ...AI business models relevant to insurance. Translate complex...SuggestedContract workWork at officeFlexible hours- M&A Quant Advisory - Vice President - Investment Banking The M&A Quant... ...banking teams to pitch and execute mergers and separations across... ...commercial activities allows us to be in the optimal position... ...financial markets, M&A, equity and debt products, strong quantitative...SuggestedWork experience placementLocal area
$190k - $240k
...President to join its Insurance Coverage team in... ...origination and execution of strategic dialogue... ...a portfolio of US-domiciled insurers... ...counterparts at the VP/Director level (treasury,... ...banking, and advisory, and coordinate delivery... ...and subordinated debt, surplus notes,...Full timeWork at office$160k - $210k
...AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan... ...in the financial executives, boards of directors, special committees, investors... ...serve. In 2025, LSEG ranked us the No. 1 global M&A fairness... ...earningsWorking capital and net debt considerations,...Full timeWork at officeWorldwide- ...on the Infrastructure Finance and Advisory team you will originate, structure and execute infrastructure finance transactions... ...will work with colleagues in M&A, debt capital markets, derivatives... .../or Digital Infrastructure in the US.Responsibilities will include structuring...Contract work
$150k - $300k
...markets. We combine the #1 global advisory franchise, a leading... ...investing clients forward.Bank Debt Portfolio Group (BDPG) - TERMThe... ...specialized team within the Transaction Execution & Risk Management (TERM). TERM... ...frameworks across the US, Europe, Asia, and other global...Full timeTemporary workPart timeLocal area$160k - $200k
...and financial and valuation advisory. Our unmatched transaction... ...confidence in the financial executives, boards of directors, special committees,... ...serve. In 2025, LSEG ranked us the No. 1 global M&A fairness... ...valuations of illiquid real estate debt, equity and complex...Full timeWork at officeWorldwide$250k - $275k
...capital and global network enable us to provide a distinct... ...leading business divisions - Global Advisory, Wealth Management, Asset... ...Acquisitions, Restructuring and Debt and Equity Capital Markets advisory... ..., managing projects and the execution of transactionsWell organized,...Full timeWork at office$125k - $250k
...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...play a key role in devising and executing marketing strategies to support... ...institutional business in the US, which spans pension funds, endowments...Full timeTemporary workPart time- ...qualitative credit factors within the P&C insurance sector Deep knowledge of U.S. property... ...with confidence interacting with senior executives, investors, and internal stakeholders... ...making across financial markets. For US-based roles only: the anticipated hiring...Full time
- ...lifecycle. From deal assessment and execution to portfolio management, valuation, governance... ...Private Equity, Venture & Growth, Private Debt, Asset Managers and Family Offices .... ...North America to build VistIQ across the US. This is not a traditional regional CEO...Full time
$375k - $400k
...CIBC.comCIBC World Markets Corp. seeks a Managing Director, US Origination, Government Solutions Group, to advise, structure, and originate debt securities across a range of government and public sector issuers. Execute transactions for high-quality liquid assets in both...Full timePart timeRemote work- ...Investing Finance Insurance Financial... ...underwriting credit advisory private debt workout capabilities... ...comprehensive knowledge of US laws applicable to... ...the ability to drive execution and results are... ...Manager Title Managing Director, Chief Compliance Officer...
$263.3k
...Thornton is seeking an Accounting Advisory Services Managing Director to join our team in New... ..., including proficiency in US GAAP, SEC reporting rules... ...transactions, or complex debt, equity and employee compensation... ...medical, dental and vision insurance programs and the firm’s...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week- ...Accounting & Financial Reporting Advisory Manager | Director | Managing Director New York City... ...accounting and financial reporting under US GAAP and IFRS M&A and transaction-related... ...Revenue recognition, leases, debt/equity and consolidation Financial...
$190k - $220k
...market environment, BBVA CIB’s financial advisory unit has set up a specialized group with... ...sectors. The team will focus primarily on debt advisory (project finance, acquisition finance... ...to help convert these into mandates Execution Key role in structuring and end-to-end...Full timeWork at officeLocal area$180k - $240k
...an experienced Vice President to join its US Private Placement team. The successful candidate... ...role in originating, structuring and executing USPP transactions for corporate and... ...detailed credit analysis, financial models, debt capacity assessments, cash flow forecasts,...Full timeWork at office- ...credit), structured credit (CLO debt and equity), multi-asset... ...major financial institutions, insurance companies, and pension funds around... ...differentiated access to the US below investment grade corporate... ...Team and report to a Managing Director while taking on an integral...Full timeVisa sponsorshipWork visa
$140k - $180k
...The Wealth Management Advisory Performance Reporting Vice President... ...may affect users. Lead execution of the Alternatives Data Management... ...0,000 - $180,000. About Us Jefferies is a leading... ...life, accident, and disability insurance; and wellness programs....Full timePart timeLocal area$125k - $290k
...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments,... ...capital and as a resource for us in the markets where we invest.... ...across ACF, Sales and the firm to execute go-to-market strategies, define...Full timeTemporary workPart time- ...MikeWorldWide is looking for a Vice President, Advisory Crisis & Issues to lead a high-impact,... ...messaging and written content Strong executive presence, including confidence in... ...Values: At MWW, our values are what set us apart and give us the energy to move forward...Full timeSummer workWork at officeRemote work
- ...Our client is a leading US bank expanding its Private Funds Advisory business in New York. As part of this growth, they are looking to hire a GP Relationship Manager to support the execution and delivery of private equity fundraisings and related advisory mandates....Full time
- To complement its existing Transaction Advisory Services offering, Kroll is continuing to grow... ...with a clear career progression path to Director and on to Managing Director on an... ...CPA Certification RequiredMinimum 5 years US GAAP technical accounting experience (in...Work at office
$275k
...banking, capital markets and advisory solutions, including a full complement... ...this role:The High Grade Debt Capital Markets (HG DCM) team... ..., structuring, and executing project bonds and private debt... ...time offDisability benefitsLife insurance, critical illness insurance,...Ongoing contractFull timeWork experience placementWork at officeImmediate start- Our Transaction Advisory Services practice provides seamless analytical advisory through... ...earnings, working capital considerations, debt and debt-like items) for purchase price... ...generous parental and family leave.Protective Insurances: Life insurance, short- and long-term...Temporary workWork at office
- The Global Banking Impact Banking & Advisory Business Management Vice President will support... ...engagement and volunteerism efforts, executing on business initiatives, conducting market... ...institutions throughout the world entrust us with their business in more than 100 countries...Visa sponsorship
$150k - $250k
...Instagram. Blackstone Credit & Insurance Blackstone Credit & Insurance... ...sustainable resources, infrastructure debt, collateralized loan... ...’s results and originates and executes strategic initiatives. The successful... ...roles located outside of the US, please disregard the posted...Full timeWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to US Insurance Debt Advisory Executive Director. Be the first to apply!
- insurance broker work from home New York, NY
- insurance verification specialist New York, NY
- allstate insurance agent New York, NY
- independent insurance agent New York, NY
- medical insurance claims specialist New York, NY
- insurance specialist New York, NY
- insurance professional New York, NY
- licensed health insurance agent work from home New York, NY
- property casualty insurance agent New York, NY
- life and health insurance agents New York, NY



