Drive the company’s inorganic growth strategy by originating and executing mergers and acquisitions, reinsurance, and strategic partnership transactions end to end.
Partner across Finance, Actuarial, Asset Liability Management (ALM)/Investments, Risk, Legal, and business leaders to support valuation, diligence, negotiation, governance approvals, and integration and value capture.
Source and prioritize transactions aligned with growth strategy and capital allocation objectives.
Build and manage the strategic pipeline using competitive analysis and market signals to define targets and investment theses.
Lead, coach, and develop the Corporate Development team and standardize diligence, financial modeling, and governance processes.
Lead cross‑functional diligence to assess strategic fit, risks, and value creation and drive recommendations.
Develop transaction financial models and return analyses, including statutory and Generally Accepted Accounting Principles (GAAP) impacts, capital and Risk‑Based Capital (RBC), liquidity, and rating considerations.
Prepare executive leadership and Board of Directors materials supporting strategic decisions, including rationale, economics, risks, mitigations, and milestones.
Lead external workstreams with banks, legal counsel, and counterparties, including nondisclosure agreements, indications of interest, letters of intent, diligence plans, and closing activities.
Structure and negotiate mergers and acquisitions, reinsurance, and distribution or joint venture transactions to optimize strategic fit, returns, and regulatory readiness.
Lead post‑transaction integration and value capture activities, including Day 1/100 plans, governance, key performance indicator tracking, and issue resolution.
Requirements
Bachelor’s degree in finance, business, economics, or a related field
Ten years of experience in corporate development, investment banking, or financial analysis
Experience managing direct reports or leading cross functional teams
Strong financial modeling and valuation skills
Experience leading complex, high-visibility projects with limited supervision
Knowledge of the financial services industry and the organization’s business lines
Proficient in Microsoft Word, Excel, and PowerPoint
Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.