The Head of Investment Strategy is the Chief Investment Officeâs principal architect for balance-sheet investment strategy, leading strategic asset allocation, asset-liability management, and integrated strategy agenda.
Requirements
- 15+ years of experience in insurance investing with direct SAA/ALM or investment-strategy leadership
- Bachelor's degree in finance, economics, actuarial science, or related field
- Deep understanding of life insurance liabilities, capital frameworks (RBC/Bermuda), and rating-agency methodologies
- Expertise across fixed income, structured products, and private credit, including risk/return drivers and portfolio integration
- Strong command of investment modeling, scenario design, and optimization, with working knowledge of Python/SQL or similar tools preferred
- Executive-level communication skills; proven ability to present to boards, rating agencies, risk committees, and senior leadership
- Track record building or enhancing strategy governance, including policies, playbooks, and cross-functional decision frameworks
- Demonstrated leadership in multi-manager/OCIO or delegated investment models and asset assignment governance
- Enterprise mindset with the ability to sequence transformation (foundation â bridge structures â long-term partnerships)
- Proven ability to lead teams, manage complex workflows, influence senior stakeholders, and drive execution in a regulated environment
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- 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 â 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
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
