Director, Capital Strategy, Liquidity & Rating Agency Relations
Addison, TXAll locationsAddison, TXMontpelier, VT Hybrid
$120,000–$176,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
We are seeking a highly analytical, strategically minded finance leader to drive enterprise capital strategy, liquidity planning, and credit stewardship. This role partners closely with senior leadership to shape financing decisions, proactively manage rating agency relationships, and safeguard the company’s financial strength. The Director will lead consolidated liquidity forecasting and capital structure analysis, ensuring alignment between growth objectives, funding strategy, and rating considerations. In addition, this role will champion innovation within Finance by advancing AI-enabled forecasting, analytics, and decision-support capabilities that enhance transparency, agility, and strategic insight. This position also provides cross-functional oversight and continuity for the company’s internal corporate insurance program, ensuring alignment between risk transfer strategies and capital management objectives. The role requires deep capital markets expertise, rigorous financial modeling capability, executive-level communication skills, and the ability to translate complex financial dynamics into clear, decision-oriented recommendations.
What you'll bring
- Bachelor’s degree in Finance, Economics, Accounting, or related field.
- 7–12+ years of experience in capital markets, corporate finance, treasury, or investment banking.
- Demonstrated experience leading or supporting capital markets transactions.
- Experience managing or engaging with rating agencies.
- Advanced financial modeling skills and strong presentation capabilities.
- Strong understanding of credit metrics, capital structures, covenant frameworks, liquidity planning, and financial risk management.
- Excellent written and verbal communication skills with executive presence.
- AI Proficiency Expectations
- At National Life Group, we view AI as an enabler of human potential.
- We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.
- Familiarity with corporate insurance programs or enterprise risk financing structures preferred.
- MBA or CFA preferred