Senior Director – Investments, Treasury and Capital Planning

AAA Life Insurance Company

Senior Director Investments at AAA Life overseeing investment management and capital planning strategies. Leading financial processes and collaborating with senior leadership for regulatory compliance.

Posted 5/23/2026full-timeLivonia • Missouri • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Oversees investment portfolio management, investment accounting, treasury operations, and reconciliation processes
Leads capital planning to meet regulatory and rating agency requirements
Collaborates with the CFO and senior leaders to develop monitoring strategies
Analyzes investment portfolio and income trends

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Math or Accounting or equivalent experience required
FLMI, CPA, CFA and/or CTP strongly recommended
Minimum 8-10 years of experience in investments, or accounting/finance position involved with investments
Experience with fixed income investing is preferred
Experience in the insurance industry is preferred; or in a similar institutional investor setting
General understanding of Statements of Statutory Accounting Principles (SSAP)
Knowledge of Generally Accepted Accounting Principles (GAAP)

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment portfolio managementinvestment accountingtreasury operationsreconciliation processescapital planningfixed income investingStatements of Statutory Accounting Principles (SSAP)Generally Accepted Accounting Principles (GAAP)

Soft Skills

collaborationleadershipanalytical skills

Certifications