Financial Planning Assistant Jobs in Springfield, MA

Connecticut Office, 1 American Row, Hartford, Connecticut, United States of America

North Carolina Office, 3850 Ballantyne Corporate Place, Charlotte, North Carolina, United States of America

New York Office, 888 7th Ave, New York, New York, United States of America

Posted Thursday, June 11, 2026 at 4:00 AM

Talcott Financial Group* is an international life insurance group and the industry’s trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future.

Talcott Financial Group has a proven track record of well‑executed transactions, and the enterprise benefits from its strong financial position with over $127 billion in assets under management, its investment‑grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.

Talcott Financial Group’s two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.

The Assistant Treasurer, Capital Markets is an execution‑focused treasury professional who supports the Treasurer in implementing the company’s capital markets, liquidity, and funding strategy. The role is designed as a hands‑on contributor, with primary responsibility for analysis, transaction execution support, and cross‑functional coordination corporate finance transactions along with people management.

The role requires the ability to work effectively across multiple organizational functions—including Finance, Tax, Legal, Investments, Operations, Actuarial, and Risk—to execute complex funding and capital initiatives in a regulated life insurance environment.

Capital Markets & Funding Execution (Individual Contributor Focus)

• Support the execution of approved capital markets and structured financing transactions, including senior debt, private placements, hybrid capital, and reinsurance‑related funding.
• Assist in executing Institutional Funding Agreements (IFAs), including financial modeling, internal coordination, regulatory and rating agency capital analysis, and transaction close support.
• Provide hands‑on analytical and project management support for the development of a Funding Agreement‑Backed Note (FABN) program and its post launch future growth and maintenance.
• Assist with management and maintenance of company’s capital structure, including financial analysis, debt investor presentation materials, and execution logistics.
• Help in financial marketing of company to debt investors

Cross‑Organizational Coordination & Execution

• Act as a central coordination point across Finance, Tax, Legal, Investments, Operations, Actuarial, and Risk to support funding, capital markets, and liquidity initiatives.
• Partner with Legal on transaction structuring, documentation review, and regulatory considerations.
• Collaborate with Tax to assess tax efficiency, intercompany implications, and structural considerations of funding transactions.
• Work closely with Investments to ensure alignment between funding structures, asset strategy, and liquidity profile.
• Coordinate with Finance and Operations to support cash flow forecasting, settlement processes, reporting, and ongoing administration of funding programs.
• Ensure consistent alignment across functions on transaction objectives, timelines, risks, and execution requirements.

Institutional Funding & Market Readiness

• Act as a key individual contributor in building internal readiness for institutional funding and debt markets, including:
• Financial analysis and capital modeling
• Development of reporting templates, procedures, and transaction documentation
• Coordination with internal stakeholders and external advisors
• Prepare materials and analyses for rating agency discussions, investor engagement, and internal approvals.
• Support investor meetings and transaction execution under the direction of the Treasurer.

Liquidity & Capital Management

• Assist in enterprise‑wide liquidity planning, cash flow forecasting, and liquidity stress testing.
• Support monitoring and administration of funding sources, including IFAs, FABNs, credit facilities, and intercompany arrangements.
• Help analyze capital fungibility, dividend capacity, and intercompany funding structures across jurisdictions.
• Maintain dashboards and management reporting related to liquidity and funding metrics.

Regulatory & Rating Agency Support

• Assist in evaluating the regulatory capital and rating agency implications of funding and capital transactions across multiple jurisdictions.
• Support preparation of capital analyses, projections, and transaction summaries for rating agency engagement.
• Monitor regulatory and rating agency developments and assist in assessing impacts on treasury activities.

Shareholder Interaction (Execution Support)

• Support communications and reporting to shareholders related to treasury, liquidity, and capital initiatives.
• Prepare analyses related to leverage, liquidity position, capital deployment, and funding capacity.
• Assist with evaluations of dividend capacity and capital return options, subject to senior review and approval.

Banking & Borrowing Relationships

• Support day‑to‑day management of relationships with banks and institutional lenders.
• Assist with administration of revolving credit facilities, term loans, and other borrowing arrangements.
• Track covenant compliance and lender reporting materials.
• Coordinate documentation and communications with financing counterparties.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CFA, CPA, or similar designation preferred.
• 10+ years of experience in treasury, capital markets, insurance finance, structured finance, or investment banking.
• Experience supporting debt issuances, institutional funding agreements, or insurance‑related funding structures.
• Working knowledge of life insurance capital regimes across multiple jurisdictions and rating agency methodologies.
• Demonstrated ability to work effectively across multiple organizational functions to execute complex transactions.
• Experience at a highly rated life insurance company, particularly in treasury, capital management, or regulated finance roles is preferred
• Experience at a leading investment bank, especially within insurance, FIG, debt capital markets, or structured products groups is preferred
• Exposure to first‑time issuer transactions, FABN programs, or institutional insurance funding platforms is preferred
• Strong financial modeling, liquidity analysis, and capital analytics capabilities is preferred

This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott’s total annual compensation for employees. Other compensation may include annual bonuses, long-term incentives and recognition.

*This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full‑time basis without current or future visa sponsorship.

**Talcott Financial Group is an equal employment employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug‑free workplace. For more information regarding our Privacy Policy, please go to https://talcott.com/onlineprivacypolicy/onlineprivacypolicy.html

Connecticut Office, 1 American Row, Hartford, Connecticut, United States of America,

North Carolina Office, 3850 Ballantyne Corporate Place, Charlotte, North Carolina, United States of America,

New York Office, 888 7th Ave, New York, New York, United States of America