Counterpart · 2 months ago
Director, Management Liability (Financial Services)
Los Angeles, CA
Full-time
Onsite
Director/Executive
$200K/yr - $270K/yr
7+ years expCounterpart is an insurtech platform reimagining management and professional liability for the modern workplace. They are seeking a Director of Financial Services to lead the strategy, design, and execution of innovative insurance products tailored for financial institutions, while collaborating with brokers and product teams to drive business growth.
Artificial Intelligence (AI)Big DataFinTechInsurTechSoftware
Responsibilities
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
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
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
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
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
Qualification
Required
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
Book stipend
Professional Development Reimbursement
No working birthdays
Charitable Contribution Matching
Company
Counterpart
The first Agentic Insurance™ platform that enables businesses to Do More With Less Risk®.
11-50 employees
Funding
Current Stage
Growth StageTotal Funding
$56MKey Investors
Vy CapitalValor Equity Partners
2023-05-18Series Unknown· $16M
2022-03-01Series B· $30M
2021-03-23Series A· $10M
Leadership Team
Tanner Hackett
CEO
Christopher Robowski
Director, Allied Healthcare
Recent News
2026-01-20
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2025-11-26
Business Wire
2025-11-24
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