• 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.