Finance Director, Wealth & Annuity Segment
Job Description
Team: Finance
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Finance Director, Wealth & Annuity Segment in United States.
This strategic finance leadership role offers the opportunity to influence the direction and growth of a multi-billion-dollar wealth and retirement business. You will serve as a trusted advisor to executive leadership, helping shape financial strategy, optimize business performance, and support long-term profitability across annuity and retirement-focused product lines. The position combines high-level financial planning, cross-functional collaboration, and leadership development within a dynamic financial services environment. Ideal for a seasoned finance professional, this role provides broad exposure to strategic initiatives, business transformation efforts, and enterprise-level decision-making. You’ll work alongside senior stakeholders to drive operational excellence, strengthen financial discipline, and contribute to innovative financial solutions that support customers’ long-term financial well-being.
Accountabilities:
- Serve as the primary finance business partner to senior leadership within the wealth and annuity segment, contributing financial expertise to strategic and operational planning.
- Provide financial guidance and insights related to product development, profitability, pricing strategies, mergers and acquisitions, and transformation initiatives.
- Drive strong financial performance management practices by collaborating with finance teams and business leaders to support data-driven decision-making.
- Lead and coordinate cross-functional finance projects, ensuring alignment, transparency, and effective communication across departments.
- Develop and maintain business and financial models that support forecasting, planning, and long-term strategic growth objectives.
- Analyze financial performance variances, identify business risks and opportunities, and recommend corrective actions to leadership teams.
- Build, mentor, and lead high-performing finance teams while fostering talent development and organizational growth.
- Support initiatives that improve financial literacy and strengthen financial management capabilities across the assigned business segment.
- Partner with internal and external stakeholders to identify opportunities for operational improvement and sustainable profitability growth.
- Bachelor’s degree in Finance, Accounting, or a related financial discipline required; MBA or advanced business education preferred.
- Professional certifications such as CPA, CMA, CLU, ChFC, CCUE, or FSA strongly valued.
- 12+ years of experience in financial management within the financial services industry, including responsibility for financial operations and strategic business support.
- 3–5 years of experience advising executive leadership and influencing key business decisions.
- 4–5 years of leadership experience managing teams or directing cross-functional resources.
- Strong understanding of financial modeling, product pricing, profitability analysis, revenue models, and performance management frameworks.
- Prior experience within annuity or retirement products environments is highly preferred.
- Excellent communication, presentation, and stakeholder management skills with the ability to influence at executive levels.
- Proven leadership capabilities with strong analytical thinking, strategic planning, and problem-solving skills.
- Ability to lead initiatives in a collaborative, fast-paced, and evolving business environment.
- Competitive base salary ranging from $128,500 to $239,000 annually based on experience, location, and qualifications.
- Eligibility for annual performance-based incentive or bonus programs.
- Comprehensive medical, dental, and vision insurance coverage.
- Life insurance, disability coverage, and employee assistance programs.
- 401(k) retirement savings plan with company support.
- Paid time off, parental leave, and flexible work arrangements to support work-life balance.
- Tuition reimbursement and career development opportunities.
- Fully remote work flexibility within the United States with strong investment in digital collaboration tools.
- Inclusive and employee-focused workplace culture centered on professional growth and innovation.
Requirements:
Benefits:
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Date Posted
05/11/2026
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