Head of Treasury and Capital Management
Selby Jennings · Philadelphia, PA
Tailor my CV for this job — freeKey ResponsibilitiesTreasury & Liquidity ManagementLead enterprise liquidity management and cash forecasting processes.Develop and maintain funding strategies to support business growth and operational requirements.Monitor liquidity positions, collateral requirements, and contingent liquidity needs.Establish treasury policies, controls, and governance frameworks.Capital ManagementLead capital planning initiatives across legal entities and operating companies.Optimize capital deployment and structure to maximize risk-adjusted returns.Evaluate capital actions including debt issuances, surplus notes, reinsurance transactions, dividends, and other strategic financing opportunities.Support executive management and Board-level discussions regarding capital adequacy and financial strategy.Asset Liability Management (ALM)Partner with investment and actuarial teams to manage asset-liability matching strategies.Assess impacts of interest rate movements, market conditions, and liability profile changes on capital and liquidity.Oversee balance sheet optimization and enterprise funding strategies.Strategic FinanceSupport mergers, acquisitions, reinsurance transactions, and strategic growth initiatives.Develop financial analyses related to capital efficiency, funding alternatives, and enterprise value creation.Prepare materials for executive leadership, Board committees, rating agencies, lenders, and regulators.Regulatory & Rating Agency ManagementMaintain strong relationships with insurance regulators, rating agencies, banks, and financing partners.Monitor statutory capital levels, RBC metrics, and other key regulatory measures.Support examinations, regulatory filings, and capital-related disclosures.LeadershipBuild and lead a high-performing treasury and capital management function.Mentor and develop team members while fostering strong cross-functional collaboration.Serve as a trusted advisor to executive leadership regarding treasury, liquidity, and capital strategy.Required QualificationsBachelor's degree in Finance, Accounting, Economics, Mathematics, or a related discipline.MBA, CFA, CPA, or equivalent advanced credential preferred.Minimum 10+ years of progressive treasury, capital management, finance, or ALM experience within the life and annuity insurance industry.Direct life and annuity insurance experience is required.Demonstrated experience interacting with rating agencies including A.M. Best, Fitch, Moody's, and S&P.Experience leading debt, financing, or strategic capital transactions.Strong executive presence with a track record of presenting to senior management and boards of directors.