Insurance Strategist
About The Position
The Insurance Strategist will play a critical, franchise-protecting role in Wellington’s global insurance business. The primary mandate is to build, scale, and institutionalize insurance solutions capability, with particular emphasis on Strategic Asset Allocation (SAA), regulatory-aware portfolio construction, and supporting infrastructure across global insurance regimes. This role is foundational to maintain existing insurance relationships, enabling complex mandates, and scaling the platform efficiently—not solely a revenue attribution role. The Insurance Strategist serves as the technical backbone of Wellington’s insurance solutions platform, responsible for building scalable tools, systems, and processes that support insurance-specific Strategic Asset Allocation and portfolio analysis. The role enables the efficient, repeatable delivery of solutions across regions and regulatory regimes, while acting as a credible technical counterpart to actuaries, CIOs, regulators, and senior investment professionals. In addition, the role contributes to strengthening team infrastructure through the development and support of junior insurance resources.
Requirements
- Deep technical background in insurance SAA, actuarial modeling, or insurance investment solutions
- Strong understanding of insurance regulation and capital frameworks
- Ability to build and work with quantitative models and analytical tools
- Experience scaling insurance solutions infrastructure
- Ability to translate technical outputs into client-ready explanations
- Collaborative leadership style
Nice To Haves
- Faster, cleaner, more scalable insurance SAA and regulatory work
- Strengthened technical credibility with clients and regulators
- Supported and retained junior team members through repeatable processes and coaching
- A scalable global insurance solutions platform with consistent, high-quality outputs
Responsibilities
- Lead and execute insurance-specific SAA work, including asset-liability considerations, regulatory constraints, capital efficiency, and portfolio optimization
- Own and deeply understand the assumptions, mechanics, and math behind SAA models
- Maintain strong working knowledge of insurance regulatory regimes, including US and non-US frameworks
- Apply regulatory requirements pragmatically to portfolio design and SAA outcomes
- Build and improve systems, tools, and workflows supporting insurance solutions
- Improve efficiency, turnaround time, and quality of outputs
- Serve as technical authority in client discussions
- Communicate complex concepts clearly to actuaries and CIOs
- Mentor and support junior resources
- Collaborate closely with PMs, strategists, and regional teams
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
