Director of Treasury – Investment Management

Utica National Insurance Group

Director of Treasury & Investment Management at Utica National Insurance Group managing liquidity, capital, and financial risks over $4B portfolio. Collaborating with CFO and Investment Managers to optimize strategy.

Posted 6/2/2026full-timeNew Hartford • New York • 🇺🇸 United StatesLead💰 $184,000 - $260,000 per yearWebsite

About the role

Key responsibilities & impact

The Director of Treasury & Investment Management is responsible for the liquidity, capital, and financial risk management of a mutual insurance enterprise in support of its policyholders.
Oversee investment operations, treasury operations, liquidity, banking relationships, and financial risk governance.
Partner closely with the CFO, Investment Managers & Advisors, and specific sub-committees of the Board of Directors.
Oversee Credit & Collections team for $2B of annual premium.
Manage enterprise-wide liquidity management, including operating cash, claim payments, collateral, and investment settlement activity.
Support capital planning and capital adequacy analysis in coordination with finance, risk, and actuarial teams.
Manage relationships with banks, custodians, rating agencies, and capital markets participants.

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Corporate Finance, Financial Management or another related field required
More than 10 years Progressive treasury, finance, or investment experience, preferably within P&C Insurance or financial services or asset management preferred

Benefits

Comp & perks

Medical and Prescription Drug Benefit
Dental Benefit
Vision Benefit
Life Insurance and Disability Benefits
401(k) Profit Sharing and Investment Plan (Includes annual Company financial contribution and discretionary Profit Sharing contribution based upon annual company financial results)
Health Savings Account (HSA)
Flexible Spending Accounts
Tuition Assistance, Training, and Professional Designations
Company-Paid Family Leave
Adoption/Surrogacy Assistance Benefit
Voluntary Benefits - Group Accident Insurance, Hospital Indemnity, Critical Illness, Legal, ID Theft Protection, Pet Insurance
Student Loan Refinancing Services
Care.com Membership with Back-up Care, Senior Solutions
Business Travel Accident Insurance
Matching Gifts program
Paid Volunteer Day
Employee Referral Award Program
Wellness programs
Personal Insurance Discount

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

liquidity managementcapital managementfinancial risk managementinvestment operationscredit managementcollections managementcapital planningcapital adequacy analysisfinancial analysisbanking relationships

Soft Skills

leadershipcollaborationcommunicationstrategic thinkingrelationship management

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsBachelor's degree in Business AdministrationBachelor's degree in Corporate FinanceBachelor's degree in Financial Management