Trustage

Trustage

Finance Director, Wealth & Annuity Segment (Remote)

Remote - USA · Director

Sponsorship not specified$129k-$239kDetected 41 days ago
AccessibilityFinancial ModelingFinancial AnalysisValuationM&APerformance ManagementLeadershipCommunicationProblem SolvingPublic SpeakingFinancial ReportingActuarial ScienceCFA

About the role

  • We need you to help us shape what's next.
  • You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
  • Ensures financial rigor is consistently applied to business management.

Responsibilities

  • Work with business leaders and potential external partners to identify, plan and execute strategic profit improvement tactics.
  • Provide financial and strategic support in various activities such as product development/exit strategy, Mergers and Acquisitions, incubator and/or transformational efforts including outsourcing tactics.
  • Partner with the Finance organization to ensure strong performance management discipline. Collaborate with other Finance functions to ensure consistent and effective decision making.
  • Provide leadership on cross Finance or cross-organizational projects. Lead/coordinate cross-functional team meetings to facilitate and ensure sharing of information, manage customer expectations, and ensure 'one voice' of finance.
  • Build and lead staff to support and drive departmental/corporate goals and strategy.
  • Develop staff capabilities and cultivate talent for future advancement.
  • Ensure that the critical success factors which drive the financial models are clearly identified and quantified, and that there are integrated, actionable, and well-documented strategic and tactical plans to support these factors and the resulting planned and forecast financials.
  • Identify the need for and direct the development and maintenance of business and financial models and reports that support the assigned area leaders in improving, planning, and making decisions.
  • Manage the business models and plans, focusing on meeting current business and financial expectations.
  • Drive the problem-solving process regarding financial performance variances.

Requirements

  • 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.
  • Demonstrated leadership and ability to get positive results through influence, persuasion, leadership, presentations and group facilitation skills

Nice to have

  • A resume is required to apply.
  • TruStage 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.
  • TruStage 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.
  • Bachelor's degree in a Financial Discipline.

Compensation

  • $154,100 (Min) - $220,400 (Mid) - $286,600(Max)
  • may vary based on the job level, your geographic work location, position incentive plan and exemption status.
  • $128,500.00 - $239,000.00
  • In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.
  • Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.

Benefits

  • The segment consists of primarily Annuity, Pension Risk Transfer, and Retirement Products.
  • At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance.

Equal opportunity

  • Accommodation request

Visa & Work Authorization

  • Candidates may choose to opt out of this process.
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This listing is sourced directly from Trustage's careers page and normalized into a canonical job model.