Senior Director- Treasury & Capital Markets

Key Responsibilities

• Lead enterprise treasury operations, including liquidity management, funding execution, support for Stable Value Products, and debt capital markets strategy/activities.
• Oversee daily cash positioning, short-term investment activity, liquidity sourcing, intercompany funding flows, and treasury processes across multiple legal entities.
• Direct treasury governance activities, including bank account administration, signatory controls, access reviews, legal entity documentation, and compliance with regulatory and internal policy requirements.
• Advance treasury infrastructure, automation, reporting, data integrity, and process modernization to improve efficiency, control, and scalability.
• Support and optimize institutional funding programs, including FHLB, FABN, commercial paper, revolving credit facilities, holdco debt, and related capital markets activities.
• Partner across ALM, Investments, FP&A, ERM, Accounting, Legal, and other enterprise functions to evaluate liquidity, capital, earnings, and risk tradeoffs that inform business planning and strategic decisions.
• Represent Treasury with banking partners, investors, funding counterparties, rating agencies, regulators, and other key external stakeholders.
• Direct treasury integration planning and execution for acquisitions, legal entity changes, and other strategic transactions that affect treasury operations or organizational structure.
• Lead and develop treasury talent, strengthen operating discipline, and align team resources to enterprise priorities.
• Deliver clear analysis, insights, and executive-level recommendations to support decision-making across Finance and senior leadership.

Core Competencies (Skills, Knowledge and Abilities)

• Deep expertise in enterprise liquidity management, funding structures, institutional liability products, and capital markets instruments.
• Strong understanding of financial, capital, accounting, and risk considerations relevant to insurance and broader financial services organizations.
• Enterprise mindset with the ability to evaluate tradeoffs across liquidity, capital, earnings, growth, and risk.
• Strategic orientation paired with strong operational discipline and execution excellence.
• Demonstrated ability to lead through complexity in a highly regulated environment.
• Strong cross-functional collaboration and stakeholder leadership across Finance and enterprise partners.
• Proven ability to influence senior leaders, build credibility quickly, and represent Treasury effectively with internal and external stakeholders.
• Strong financial analysis, modeling, executive communication, and presentation skills.
• Intellectual curiosity, sound judgment, and a problem-solving mindset with the ability to translate complexity into practical action.
• Commitment to leading in a way that reflects Protective’s core values and people-first culture.

Required Qualifications

• Bachelor’s degree in finance, accounting, economics, mathematics, risk management, or a related field.
• 7+ years of experience in corporate treasury, insurance finance, debt capital markets, asset/liability management, or a related financial services discipline.
• Demonstrated experience leading treasury operations, liquidity management, funding execution, or related capital markets activities.
• Experience working across multiple stakeholders and functions to drive strategic decisions with enterprise impact.
• Proven ability to lead teams, manage priorities, and deliver results in a complex, regulated environment.
• Proficiency with Microsoft Office and relevant treasury, market, or analytical platforms such as Bloomberg or treasury management systems.
• Ability to travel periodically as business needs require.

Preferred Qualifications

• Experience in the life insurance industry.
• CFA, CPA, CTP, CERA, or FRM designation, or progress toward completion.
• Experience supporting investor marketing, funding program development, or capital strategy in institutional markets.
• Experience leading treasury transformation, systems enhancement, automation, or process improvement initiatives.
• Experience supporting acquisitions, integrations, or legal entity restructurings affecting treasury operations.