SVP Capital Management & Treasurer
The SVP, Capital Management & Treasurer role is a senior-level management position responsible for enterprise-wide capital optimization initiatives and capital oversight for strategic initiatives. This role will provide strategic leadership for the treasury function, including capital markets oversight, liquidity management, treasury management, and treasury operations capabilities. In addition, the role will lead the growth of the Funding Agreement business and the Debt Capital Markets solutions. This position reports directly to the Chief Financial Officer and will interact with multiple teams throughout the organization, as well as all levels of senior management.
Duties and Responsibilities
- Lead the design and execution of enterprise-wide capital strategies that enhance solvency, strengthen liquidity, and support growth across all capital frameworks and rating agency standards. Drive innovation in funding, structural efficiency, and capital optimization initiatives.
- Provide executive leadership for transformational capital initiatives, including M&A, structured transactions, and funding programs such as FABN and FHLB.
- Shape and align the company's liquidity strategy with business objectives and capital structure, ensuring scalable, value-driven treasury and capital markets capabilities that maintain adequate funding, liquidity, and investable cash optimization.
- Own capital planning models, performance metrics, and oversee methodologies for allocating capital to maximize financial flexibility and shareholder value.
- Maintain strong relationships with capital markets partners, monitor market developments, and proactively identify creative funding and capital solutions that enhance competitiveness and position the company for growth.
- Collaborate with Investments, Risk, and Corporate Actuarial to design strategic asset allocation frameworks, optimize portfolio positioning, and align balance sheet deployment with long-term liquidity and return objectives.
- Lead identification, assessment, and execution of Debt Capital Markets programs and initiatives, engaging banking partners and ensuring disciplined, effective market execution.
Experience and Education Requirements
Bachelor's Degree in Accounting, Finance, Business or related field.Minimum of 20 years of professional finance experience in life insurance companies, including a treasury function that led through transformation change.Minimum of 10 years of experience in capital management.MBA or CPA strongly preferred.Knowledge, Skills & Abilities
Strong communication, organization and interpersonal skills necessary to establish and maintain effective working relationships with others.A passion for new challenges, leadership and delivering results.Strong intuitive and analytical skills; Ability to think ahead and conduct strategic planning.Ability to handle multiple complex tasks and prioritize in a fast-paced environment.Expertise to improve processes and utilize technology to make procedures and processes more efficient.Experience working with consultants on process and system improvements.Focus on advanced issue resolution.Demonstrated track record of staff development and team organization.Ability for strategic thinking and formulations of department objectives which align with and support the organization's vision.Ability to exude confidence and credibility as a leader; inspires confidence and respect; demonstrates assertiveness and projects a professional image.Demonstrates decisiveness, shows the courage to confront important issues and make tough decisions, even in ambiguous circumstances.Demonstrates commitment to personal and professional development by seeking feedback, remaining open to criticism and working through a personal development plan; demonstrates an openness to change and actively leads change.Ability to create a vision for the organization that ensures long-term value creation, supports the vision with effective long-term strategic plans :Stays abreast of industry developments, competitors and best practices, in order to serve as a thought leader, challenging the status quo and identifying strategic opportunities.Other Requirements
Perform other functions, duties and projects as assigned.Regular and punctual attendance.Ability to travel up to 30%.