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This position was posted on April 8, 2026 and is likely no longer accepting applications. We've kept it here for historical reference. Check out the similar jobs below!
Job Overview
Location
Remote - USA
Job Type
Full-time
Category
Finance
Date Posted
April 8, 2026
Full Job Description
đź“‹ Description
- • As Finance Director for the Wealth & Annuity Segment, you will serve as the Strategic Financial Business Partner to the Wealth Segment Leader, driving financial rigor and strategic planning for TruStage’s multi-billion-dollar Wealth Segment, which includes Annuity, Pension Risk Transfer, and Retirement Products.
- • Day to day, you will participate in strategic and tactical planning with leadership, provide financial perspective on product development, M&A, and transformational initiatives, lead cross-functional finance projects, build and mentor finance teams, develop financial models and reports, and facilitate business management processes by analyzing performance variances and recommending corrective actions.
- • You will join TruStage, part of CMFG Life Insurance Company, an award-winning organization recognized as a top place to work, committed to making financial security accessible through inclusive, innovative insurance and financial services solutions.
- • In this role, you will deepen your expertise in financial leadership within the insurance and wealth management sector, strengthen your ability to influence executive decision-making, and advance your career by shaping financial strategy for a high-impact business segment while developing talent and driving organizational performance.
🎯 Requirements
- • Bachelor’s degree in Accounting or Financial Discipline; Master’s in Business Administration or related field preferred
- • Professional designation such as CPA, CMA, CLU, ChFC, CCUE, or FSA
- • 12+ years of financial management experience in the financial services industry with managerial responsibility, including experience in sales and revenue models, product pricing, profitability, and performance measures
- • 4-5 years of experience leading teams or providing direction to resources
- • 3-5 years of experience in executive consultation and influencing business decisions
- • Strong verbal and written communication skills with demonstrated leadership, influence, persuasion, presentation, and group facilitation abilities
🏖️ Benefits
- • Competitive base salary range of $128,500.00 to $239,000.00
- • Annual incentive (bonus) plan eligibility
- • Comprehensive benefits including medical, dental, vision, life insurance, disability plans, employee assistance program, parental leave, paid time off, 401k, and tuition reimbursement
- • Flexible remote work environment supporting work-life balance
- • Access to career growth opportunities, retirement assistance, and technology investments to enable hybrid work
Skills & Technologies
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About CMFG Life Insurance Company
CMFG Life Insurance Company, operating as TruStage, provides life, auto, home, accidental death and health insurance products primarily through credit unions in the United States. A subsidiary of CUNA Mutual Group, the company leverages partnerships with more than 3,000 credit unions to offer simplified-issue term and permanent life policies, as well as property and casualty coverage. Established in 1935, TruStage focuses on serving credit union members with competitively priced, member-centric insurance solutions delivered through digital platforms and direct mail campaigns.
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