Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA
4-5 years of experience leading teams or providing direction
12+ years of work experience in financial management
Job description
Job Title: Finance Director, Wealth & Annuity Segment Location: Remote
Duration: Full-time Work Eligibility: US Permanent Eligibility to Work Required
Job Description
Job Requirements:
Bachelor's degree in a Financial Discipline. Master's in business administration or other education in business related fields beneficial as indicator of strong skills in business management preferred
Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA indicating professional competency in financial and insurance related areas
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 for functional activities in the financial services industry. Experience working with sales and revenue models, company financials, product pricing and profitability models and performance measures.
Strong verbal and written communication skills. Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills
Preferred Qualifications:
Deep expertise in annuities and/or pension risk transfer, with a strong understanding of insurance balance sheets and liability-driven investing.
Actuarial or highly quantitative background (e.g., ASA/FSA, CFA, or equivalent experience), with demonstrated ability to apply rigorous analytical frameworks to business strategy and financial decision-making.
Our company may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. Company recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Submission and payment terms for candidates submitted via this Portal will be governed by both the Portal Terms contained herein and the terms of the applicable services agreement between CMFG Life Insurance Company and the outside recruiting agency. If there is a conflict between the Portal Terms and the terms of the services agreement, the Portal Terms shall govern solely with respect to this candidate submission.
