W. E. BULATO CO.

Our client provides general contracting, construction management, and design-build services. We prioritize exceptional client experiences while delivering safe, quality projects nationwide. We exist to enrich lives through inspired people and places.

Finance Director, Wealth & Annuity Segment

Location

United States

Posted

3 days ago

Salary

$154K - $286.6K / year

Seniority

Lead

No structured requirement data.

Job Description

Finance Director, Wealth & Annuity Segment

W. E. BULATO CO.

Role Description FINANCE DIRECTOR, WEALTH & ANNUITY SEGMENT - REMOTE WEBCO HR, Inc. is seeking a Finance Director, Wealth & Annuity Segment for one of our clients to work remotely from a home office. This position serves as the Strategic Financial Business Partner of a specific business or functional area such as a Product Segment or Operations area. Participates with Leadership of assigned area to develop strategies and execution plans to achieve goals. Ensures financial rigor is consistently applied to business management. Provides direction to the finance functions taking place within the assigned area and works with Corporate Finance to ensure a strong performance management discipline. This role will be the Finance business partner for the Wealth Segment Leader and a sophisticated organization leading the company's multi-billion Wealth Segment. The segment consists of primarily Annuity, Pension Risk Transfer, and Retirement Products. Responsibilities: - Serve as a key member of the assigned area Leadership Team. Actively participate in strategic and tactical planning, providing a financial perspective. 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. - Facilitate the business management process within the assigned area. Manage the business models and plans, focusing on meeting current business and financial expectations. Drive the problem-solving process regarding financial performance variances. Recommend actions to address variances to the assigned area Leadership Team. - Design/support programs to strengthen financial literacy within the assigned area. - Serve as a senior strategic leader within the Wealth business, with a primary focus on annuities and pension risk transfer (PRT), driving growth and profitability in institutional and insurance-based solutions (not broker-dealer distribution). - Drive end-to-end coordination and execution across critical actuarial and financial functions, including: - Investment management. - Asset-Liability Management (ALM). - Pricing and product design. - Capital management. - Reinsurance strategy. - Valuation and financial reporting. Qualifications - Bachelor's degree in a Financial Discipline. - Master of Business Administration degree or equivalent is 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. Requirements - 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. Benefits - $154,000 to $286,600 annually. - Full Benefits. Company Description Our client provides general contracting, construction management, and design-build services. We prioritize exceptional client experiences while delivering safe, quality projects nationwide. We exist to enrich lives through inspired people and places.

Related Categories

Related Job Pages

More Director Jobs

Sound Physicians logo

Director, Benefits – Wellbeing

Sound Physicians

We deliver uncompromising care and lasting partnerships across acute and post-acute settings.

Director3 days ago
Full TimeRemoteTeam 5,001-10,000Since 2001H1B Sponsor

• Lead the Colleague Benefits & Wellbeing function for Sound Physicians, including health and welfare plans, retirement, voluntary benefits, and wellbeing programming. • Partner with VP to develop, articulate, and execute a multi-year Benefits strategy aligned to Sound’s practice-of-choice positioning and clinician attraction and retention priorities. • Own all vendor and broker relationships, including renewal strategy, RFPs, performance management, contract negotiation, and escalation. • Lead annual benefits planning, plan design recommendations, and the end-to-end Open Enrollment process, including the educational and communications strategy that supports it. • Own the compliance and audit cadence across ERISA, ACA, COBRA, HIPAA, Section 125, DC nondiscrimination testing, 5500 filings, and state-specific requirements. • Design, launch, and continuously improve wellbeing programs that are woven into day-to-day operations. • Travel to new hospital implementations and key sites to ensure benefits are clearly communicated to incoming clinicians and to build direct relationships with hospital partners and site leaders. • Organize and host an annual benefits fair at Sound's Medical Director Summit. • Lead the year-round colleague benefits education and communications strategy, including the Benefits Hub, OE presentations and education, and ongoing engagement campaigns. • Analyze plan utilization, cost trends, and population health data to inform plan design, vendor decisions, and medical trend mitigation strategy.

United States
$135K - $160K / year
Full TimeRemoteTeam 1,001-5,000Since 1991H1B No Sponsor

• As members of the Health Systems Director team, individuals in this position are responsible for the sales and access strategies that underpin SOBI Rare Disease products in and for achievement of assigned objectives for both the region and assigned institutions/hospitals/health systems • The Health Systems Director (HSD) will be accountable for working cross-functionally to ensure access to therapy for patients in hospitals and other care settings, as per the product label • This includes appropriate management and coordination of supporting SOBI teams to engage with health system stakeholders including C-Suite leaders, P&T committees, Pharmacy Directors, and external experts • Health Systems Directors are accountable for coordinating their own account-based activities alongside those in Market Access, Patient Services, and medical teams who have responsibilities in the same accounts • Strong clinical acumen will be paramount in this role • The HSD is responsible for effectively sharing on-label scientific information that translates into real world practice • The HSD will build strong relationships with key decision makers throughout their accounts and will provide customers with product and disease information that helps them develop and implement protocols for optimal patient care • The Health Systems Director will be responsible for nurturing and channeling advocacy to support patient protocols consistent with the full parameters of the label • The HSD will develop and execute account plans based on the national and regional strategies

Massachusetts
$180K - $220K / year
IntegriChain logo

Director, Data Solutions

IntegriChain

Data-Driven Commercialization

Director3 days ago
Full TimeRemoteTeam 501-1,000H1B Sponsor

• Lead and manage cross-functional project teams across the full lifecycle of data solutions implementations, from discovery through go-live and transition to managed services. • Serve as the primary point of contact for commercial data providers and pharma manufacturer stakeholders, ensuring alignment of data needs and compliance requirements, including HIPAA and BAA considerations. • Analyze business and data requirements and translate them into detailed project plans, functional documentation, and actionable implementation steps. • At times, document business and technical requirements including documentation of workflows, maps, models, data specifications, visualization requirements, etc. • Oversee delivery of solutions for: Channel and patient data aggregation (standard and custom feeds), Commercial Data Warehouse (CDW) and Master Data Management (MDM) implementations, Data quality validation, harmonization, and transformation workflows, Analytics platforms, dashboards, and reporting tools. • Partner with internal data engineering, product, and client delivery teams to define and prioritize solution requirements and enhancements. • Provide project oversight across managed services, ensuring quality, consistency, and continuous improvement in recurring data operations. • Lead stakeholder meetings and status updates, facilitate issue resolution, and escalate risks as needed to maintain project momentum and customer satisfaction. • Support pre-sales and client scoping efforts by defining implementation approaches, timelines, and resource needs for proposed data solutions. • Leverage deep industry experience and understanding of pharmaceutical data standards to guide solution design and client recommendations.

Pennsylvania
Turner & Townsend logo

Director – Permit Management

Turner & Townsend

A global consultancy business serving clients in the real estate, infrastructure and natural resources sectors.

Director3 days ago
Full TimeRemoteTeam 10,001+H1B No Sponsor

• Coordinate and manage the entitlement and permitting processes for clients • Develop and maintain a Permit Schedule tracking all submissions, reviews, and approval milestones • Provide support for Owner during meetings and hearings with Authorities Having Jurisdiction • Monitor regulatory compliance with local, state, and federal regulations • Lead utility coordination with various public and private utility providers

Pennsylvania
$240K - $260K / year