The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Protective is seeking a Senior Director Treasury & Capital Markets to help more people achieve the protection and security they deserve by providing strategic and operational leadership across enterprise liquidity, funding, treasury infrastructure, and capital markets activities. This role is ideal for a proven treasury leader who thrives at the intersection of strategy, execution, and enterprise partnership.
Reporting to the Treasurer and working closely with Finance leadership, this role will also help shape divisional strategy and execution for the Stable Value Products. They will support liquidity resilience, capital efficiency, and balance sheet optimization across Protective’s holding company and insurance subsidiaries. The Senior Director, Treasury will lead critical treasury operations, strengthen governance and controls, modernize processes and technology, and support funding and capital markets strategies that enable long-term growth.
This is a high-impact leadership opportunity for a candidate who brings deep treasury expertise, sound judgment, and the ability to turn complexity into action while living Protective’s values: do the right thing, serve people, build trust, and aspire for better.
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.