Director, Financial Services

October 29

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Counterpart

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Insurance • SaaS • B2B

Counterpart is a company that focuses on providing management liability insurance products tailored for small business owners and insurance brokers. They offer a comprehensive range of insurance products including Directors & Officers Liability, Employment Practices Liability, Fiduciary Liability, and General Liability coverage. Counterpart is recognized for its innovative approach to mitigating risks and delivering value through a user-friendly platform, supporting efficiency and effectiveness in claims management and risk assessment. The company is committed to supporting small businesses in navigating financial risks through custom insights and expert guidance. Counterpart partners with brokers to enhance client experiences and offers API integration for seamless service delivery.

11 - 50 employees

☁️ SaaS

🤝 B2B

📋 Description

• Lead and Innovate in Financial Services • Own the strategy, design, and execution of Counterpart’s Financial Services (FI) products, including but not limited to Private Equity, Investment Advisors, Banks, FinTechs, and emerging financial entities. • Develop differentiated coverage structures, forms, and pricing logic tailored to modern financial institutions and evolving exposures. • Identify white space opportunities and lead new product ideation, filings, and launches in partnership with our insurance and product infrastructure teams. • Set and Execute Product Strategy • Lead go-to-market (GTM) strategy for Financial Services: messaging, broker training, coordination with the rest of the underwriting team, enablement materials, and external positioning. • Develop and iterate target market initiatives, identifying classes, geographies, or niches where our value proposition gives us a strategic edge. • Shape and oversee product audits, ensuring underwriting consistency, guideline adherence, and feedback loop closure. • Build Scalable, Systematic Infrastructure • Own or coordinate the creation of underwriting guidelines, decision trees, and rating logic, ensuring alignment across manual, automated, and hybrid workflows and overall company goals. • Work with data and engineering teams to codify underwriting logic, enabling automation, default recommendations, and triage logic. • Develop structured processes to capture and act on market trends, adjusting rate strategy, appetite, and workflow defaults to maintain competitiveness and profit. • Partner with Carriers and Brokers • Lead carrier relationships for Financial Services, including new filings, audits, product approvals, and ad hoc initiatives. • Serve as the face of product leadership to strategic brokers — building trust through responsiveness, underwriting depth, and insight. • Deliver training and support to distribution teams to maximize broker engagement and quote-to-bind efficiency. • Optimize with Data • Collaborate with data science to run scenario models, pricing experiments, and profit optimization analyses across products and segments. • Use performance data to recommend updates to appetite, coverage terms, pricing, and underwriting strategy. • Track and synthesize portfolio KPIs — translating into product strategy and operational changes.

🎯 Requirements

• 7+ years of experience in financial services management & professional liability insurance, including extensive experience developing and managing rating manuals, underwriting guidelines, and policy forms. • Expertise in pricing, portfolio management, and risk modeling across management liability lines, with a deep understanding of emerging and complex industries. • Proven ability to design or reimagine products, including rating models, guidelines, and coverage forms. • Strong organizational and analytical skills: Ability to conduct sophisticated data analysis, distill insights, and present actionable recommendations to internal and external stakeholders. • Experience developing and executing strategies to scale: Proven track record of launching new products, optimizing product-market-fit, and driving profitable growth in a dynamic, fast-paced environment. • Exceptional leadership and collaboration skills: Ability to lead cross-functional teams and drive change across underwriting, product, engineering, and data functions. • A self-starter mindset: Comfortable with rolling up your sleeves to meet aggressive growth goals and continuously iterate on product offerings.

🏖️ Benefits

• Unlimited Vacation • Work from Anywhere • Stock Options • Health, Dental, and Vision Coverage • 401(k) Retirement Plan • Parental Leave • Home Office Allowance: to set up your home office with the necessary equipment and accessories. • Book stipend • Professional Development Reimbursement • No working birthdays: Take your birthday off, giving you the opportunity to relax, enjoy your special day, and spend time with loved ones. • Charitable Contribution Matching