Director, Financial Services at Counterpart

JOB DESCRIPTION

Director Financial Services

Counterpart is an insurtech platform reimagining management and professional liability for the modern workplace. We believe that when businesses lead with clarity and confidence, they become more resilient, more innovative, and better prepared for what’s ahead. That’s why we built the first Agentic Insurance™ system — where advanced AI and deep insurance expertise come together to proactively assess, mitigate, and manage risk. Backed by A rated carriers and trusted by brokers nationwide, our platform helps small businesses grow with confidence. Join us in shaping a smarter future, helping businesses Do More With Less Risk®.

We’re seeking a Director of Financial Services to help shape the next generation of insurance products for financial institutions. This leader will combine deep underwriting expertise, strong broker relationships, and a creative product mindset to build an innovative and scalable suite of FI offerings from D&O, EPLI and Fiduciary to Professional and Crime coverage.

You will act as both a builder and a doer: underwriting strategic accounts, influencing capacity partners, driving business with brokers and collaborating with data and product teams to design new coverage structures, pricing models, and digital workflows that push the market forward.

 YOU WILL

• 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.

YOU HAVE

• 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.

WHO YOU WILL WORK WITH:

• Tanner Hackett, CEO & Founder: Having founded two other major startups, including Button and Lazada, Tanner now spends his time focused on mental health through his philanthropy, Openminded.org, in addition to reading, surfing, yoga, and enjoying the outdoors. 
• Tobias Schuler, Chief Underwriting Officer: After becoming a Fellow of the Casualty Actuarial Society & working as a consultant actuary at EY for several years, Tobias went on to drive the actuarial data & systems teams at QBE. He further leveraged his deep insurance & technical expertise at Munich Re Digital Partners in North America, where he headed data & analytics & oversaw the data infrastructure behind some of their largest programs.
• Satwik Mysore, ML SMB Director : After graduating with an actuarial science degree, Satwik has spent most of his career at Travelers, where he built one of the largest and most profitable management liability books by forming strong broker relationships.
• Stanley Wang, Director, Pricing Analytics: Before joining Counterpart, Stanley worked as an actuary within the pricing solutions and methods team at USAA to combine actuarial pricing with data science models. Before that, he was a leading data scientist for Digital Partners, a Munich Re Company where he specialized in building data science models and insights for leading insurtech companies. He has had many other relevant roles such as capital modeling, risk management etc. He lives in New York with his growing family.
• Mike Foster, Insurance Operations Lead: MIke has over two decades of experience in insurance operations, strategy, transformation, and customer experience. Before joining Counterpart, Mike led a 120+ person team at Lincoln Financial, overseeing strategy, analytics, and service operations for group benefits. Earlier in his career, he spearheaded digital transformation efforts and managed large-scale operations teams at both Lincoln and Liberty Mutual, where he launched new service models and built cloud-native platforms from scratch. Mike is known for their thoughtful leadership, data-driven decision-making, and ability to scale operational excellence in complex environments.

WHAT WE OFFER

• Unlimited Vacation: We offer flexible time off, allowing you to take time when you need it.
• Work from Anywhere: Counterpart is a fully distributed company, meaning there is no office. We allow employees to work from wherever they do their best work, and invite the team to meet in person a couple times per year.
• 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

COUNTERPART'S VALUES

• Conjoin Expectations - it is the cornerstone of autonomy. Ensure you are aware of what is expected of you and clearly articulate what you expect of others. 
• Speak Boldly & Honestly - the only failure is not learning from mistakes. Don’t cheat yourself and your colleagues of the feedback needed when  expectations aren’t being met. 
• Be Entrepreneurial - control your own destiny.  Embrace action over perfection while navigating any obstacles that stand in the way of your ultimate goal. 
• Practice Omotenashi (“selfless hospitality”) - trust will follow.  Consider every interaction with internal and external partners an opportunity to develop trust by going above and beyond what is expected. 
• Hold Nothing As Sacred - create routines but modify them routinely.  Take the time to reflect on where the business is today, where it needs to  go, and what you have to change in order to get there. 
• Prioritize Wellness - some things should never be sacrificed. We create an environment that stretches everyone to grow and improve, which is fulfilling, but is only one part of a meaningful life.

Our estimated pay range for this role is $200,000 to $270,000. Total compensation is determined by a variety of factors, including but not limited to, market data, location, internal equitability, and experience.

We are committed to being a welcoming and inclusive workplace for everyone, and we are intentional about making sure people feel respected, supported and connected at work—regardless of who you are or where you come from. We value and celebrate our differences and we believe being open about who we are allows us to do the best work of our lives.

We are an Equal Opportunity Employer. We do not discriminate against qualified applicants or employees on the basis of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by federal, state, or local law, rule, or regulation.