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Head of Investment Strategy

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Sammons Financial Group

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Location:
United States , West Des Moines

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Design and build a cohesive framework for setting the investment strategies that drive company results. Set up framework for Strategic Asset Allocation that optimizes portfolio returns while ensuring stability across various regulatory regimes. Responsible for investment assumptions, scenario analysis, and hedging programs. Collaborate with Corporate Accounting, Asset Liability Management, business units, and Risk to ensure superior financial performance and capital efficiency. Lead a team of specialists focused on delivering these results. This role will be subject to an SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well other oversight and restrictions.

Job Responsibility:

  • Design and build a cohesive framework for setting the investment strategies that drive company results
  • Set up framework for Strategic Asset Allocation that optimizes portfolio returns while ensuring stability across various regulatory regimes
  • Responsible for investment assumptions, scenario analysis, and hedging programs
  • Collaborate with Corporate Accounting, Asset Liability Management, business units, and Risk to ensure superior financial performance and capital efficiency
  • Lead a team of specialists focused on delivering these results

Requirements:

  • Bachelor's Degree in Finance, Mathematics, Actuarial Science or related field Preferred
  • Minimum 15 years' in the insurance investment management, preferably in Strategic Asset Allocation or Asset-Liability Management roles Required
  • Experience and expertise across public and private fixed income products, including the drivers of risk and reward Preferred
  • Experience leading and developing high-performing professional teams Required
  • Superior understanding of life insurance products, including inherent risks
  • Deep technical knowledge of pertinent capital models, including US Royal Bank of Canada, Bermuda Solvency Capital Requirement (BSCR), and rating agency models
  • Ability to identify and direct the analysis of complex financial problems and provide strategic recommendations to executive audiences
  • Strong written and verbal communication skills, including the ability to present highly technical investment information to non-technical audiences
  • Highly organized with the demonstrated ability to prioritize multiple high-stakes projects and adapt to shifting market priorities
  • Commitment to embrace shared values
  • CFA designation and/or FSA Preferred

Nice to have:

CFA designation and/or FSA Preferred

What we offer:
  • Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
  • Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
  • Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
  • Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
  • Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
  • Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
  • An ownership culture that inspires
  • join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Additional Information:

Job Posted:
May 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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