Finance Director | Wealth & Annuity Segment | Remote

Preface:

This fully remote executive position features an elite compensation package that places it at the absolute pinnacle of the industry standard for financial leadership. Designed to attract top-tier executive talent, the base salary is paired with powerful performance incentives that reflect the multi-billion-dollar scale of the portfolio. Selected candidates can expect a truly premium rewards structure that rigorously recognizes and compensates high-impact strategic expertise.

The Opportunity

StaffRight Associates is seeking a high-caliber financial visionary to serve as the chief strategic financial partner for a multi-billion-dollar portfolio focused on institutional wealth, pension risk transfers, and annuity solutions. In this high-impact executive role, you will embed directly with senior leadership to orchestrate long-term commercial strategies, inject financial rigor into operational decisions, and champion sustainable margin growth.

Operating in a fully remote capacity with periodic travel to a corporate hub in the Greater Madison, WI region, you will act as the vital bridge between segment executives and corporate finance, steering the fiscal trajectory of a sophisticated, asset-liability-driven business unit.

What You’ll Do

• Architect comprehensive long-term financial roadmaps and tactical execution frameworks alongside the segment president to achieve ambitious revenue and profitability targets.

• Champion cross-functional execution across complex quantitative domains, integrating investment management, asset-liability management (ALM), product pricing design, capital deployment, and reinsurance structuring.

• Drive the evaluation and execution of transformative corporate initiatives, including product life-cycle strategies, joint ventures, outsourcing opportunities, and potential mergers and acquisitions.

• Synthesize multi-dimensional business models, financial forecasts, and key performance indicators to deliver a unified fiscal voice across the organization.

• Maximize divisional performance by leading rigorous variance analysis, identifying underlying economic drivers, and delivering actionable mitigation plans to executive stakeholders.

• Cultivate a high-performing finance team, mentoring staff to unlock advancement opportunities and building organizational depth.

• Elevate financial literacy across non-finance operational groups, designing frameworks that integrate financial accountability into day-to-day business management.

What You Bring

• Educational Foundation: Bachelor’s degree in accounting, finance, or a highly quantitative discipline; an MBA or advanced business degree is highly advantageous.

• Professional Credentials: Prestigious industry designations such as a CPA, CMA, CFA, FSA, or ASA, demonstrating mastery over complex insurance fiscal dynamics.

• Executive Consulting: 3–5 years of experience delivering advisory support to C-suite stakeholders, leveraging influence and persuasive communication to guide enterprise-level decisions.

• Leadership Track Record: 4–5 years of direct people management experience with a proven ability to develop technical talent.

• Industry Expertise: 12+ years of progressive financial management experience within financial services or insurance, with deep command over sales-revenue modeling, structural profitability, and complex balance sheets.

• Domain Specialization: Deep technical expertise in pension risk transfers (PRT) and institutional annuities, paired with a sophisticated understanding of liability-driven investing (LDI).

• Communication Mastery: Exceptional presentation and group facilitation skills, with an innate ability to articulate complex financial realities to diverse audiences.

Compensation & Total Rewards

• Core Compensation: This executive position features an elite compensation package that places it at the absolute pinnacle of the industry standard for financial leadership. Designed to attract top-tier executive talent, the structure rigorously recognizes and compensates high-impact strategic expertise.

• Performance & Equity Incentives: Eligibility for a robust executive annual bonus program driven by individual impact and segment milestones.

• Health & Wellness Perks: Premium medical, dental, and vision insurance packages alongside comprehensive mental health resources and well-being initiatives.

• Future Planning: Comprehensive retirement savings portfolio with an aggressive company matching contribution, robust life insurance policies, and continuous professional development/tuition assistance.

• Work-Life Balance: Generous paid time off (PTO) allocation, parental leave programs, and total remote work flexibility accompanied by fully reimbursed travel for monthly corporate alignment meetings.

Joining StaffRight Associates

When you partner with StaffRight Associates in your search for your next role, you’re doing more than pursuing a job, you’re aligning yourself with a team of experts committed to placing top-tier talent in truly impactful positions.

We take pride in fostering professional growth and connecting forward-thinking individuals with organizations that value innovation and excellence. We look forward to showcasing your expertise in a way that resonates with our clients and opens the door to meaningful opportunities.