Finance Director, Wealth & Annuity

Job Summary

To lead financial strategy and operations, the full-time Finance Director, Wealth & Annuity will manage a team and provide executive consultation in a remote environment, focusing on financial management within the financial services industry.

Key responsibilities

• Oversee financial management activities, including sales and revenue models, product pricing, and profitability measures
• Provide executive consultation to influence business decisions and strategies
• Lead and mentor teams, ensuring alignment with organizational goals and effective performance outcomes

Required qualifications

• Bachelor's degree in a financial discipline; MBA or related business education preferred
• Professional designations such as CPA, CMA, CLU, ChFC, CCUE, or FSA
• 4-5 years of experience in team leadership and direction
• 12+ years of work experience in financial management within the financial services industry
• 3-5 years of experience providing executive consultation and influencing business decisions