National Life Insurance Company
Director, Capital Strategy, Liquidity & Rating Agency Relations
Addison, TX; Montpelier, VT · Director
Work authorization required$120k-$176kDetected 12 hours ago
Financial ModelingAccountingForecastingFP&ALoad TestingLeadershipCommunicationPublic SpeakingMicrosoft OfficeCFA
About the role
- This position also provides cross-functional oversight and continuity for the company's internal corporate insurance program, ensuring alignment between risk transfer strategies and capital management objectives.
- The role requires deep capital markets expertise, rigorous financial modeling capability, executive-level communication skills, and the ability to translate complex financial dynamics into clear, decision-oriented recommendations.
Responsibilities
- Partner with banks and financial institutions to assess market conditions, pricing dynamics, investor demand, and optimal transaction timing.
- Develop forward-looking capital structure strategies that balance growth, liquidity, leverage, and rating considerations.
- Coordinate transaction execution across internal stakeholders, external advisors, and banking partners.
- Own development and oversight of consolidated enterprise liquidity projections, integrating operating cash flows, financing plans, capital deployment, and stress scenarios.
- Lead short- and long-term liquidity planning to ensure adequate financial flexibility under base and stressed conditions.
- Develop contingency funding frameworks aligned with rating agency expectations and risk appetite.
- Partner with Treasury, FP&A, and business leaders to align liquidity forecasts with operating plans and strategic initiatives.
- Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.
Nice to have
- Analyze market trends and comparable transactions to inform strategic financing decisions.
- Clearly communicate capital strategy, credit considerations, and rating implications to senior leadership in a concise, decision-oriented manner.
- Establish and monitor liquidity risk metrics, funding triggers, and early warning indicators.
- Provide liquidity analysis and forward-looking funding insights for executive and Board-level materials.
- Champion adoption of artificial intelligence and advanced analytics tools to enhance forecasting precision, automate recurring analyses, and improve decision speed.
- Identify opportunities to streamline covenant tracking, market monitoring, scenario modeling, and credit metric reporting through AI-enabled solutions.
- Monitor rating agency methodologies, sector outlooks, and credit criteria
- assess potential impacts on the company's ratings.
Skills
- Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
- Stay curious and open to new AI-enabled ways of working.
- Exercise sound judgment by reviewing and validating AI-generated content.
Compensation
- The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.
- The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
- Additional Compensation and Benefits.
- The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.
- The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs.
- If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
- Salary Pay Range
- $120,000 - $176,000 USD
Benefits
- Your benefits start day one and are flexible and customizable to your and your family's specific needs.
- Check out the BENEFITS of a Career at National Life!
- education, training and certificates
- Additional Compensation and Benefits.
- National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates.
- Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
- Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company.
Visa & Work Authorization
- Please note that we do not offer visa sponsorship for this position.
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This listing is sourced directly from National Life Insurance Company's careers page and normalized into a canonical job model.