Deal Architect

1 Month ago • 7 Years +

Job Summary

Job Description

The Deal Architect will be responsible for leading strategic commercial and financial analysis for Zinnia’s Insurance Solutions business. This role involves developing and owning financial models, driving market sizing, providing financial and strategic insights, partnering with various teams, and supporting strategic projects. The architect will need to present insights and recommendations to senior leadership. The role is pivotal in shaping pricing, commercial strategies, evaluating margins, and modeling new business opportunities within the life insurance and annuity sector.
Must have:
  • 7+ years of experience in strategic finance, investment banking, or consulting
  • Experience working on commercial initiatives
  • Exceptional analytical and problem-solving skills
  • Proven ability to communicate actionable insights
  • Track record of success in dynamic, cross-functional environments
  • Familiarity with life insurance and annuity landscape
  • Bachelor’s degree in Finance, Economics, or a related field

Job Details

WHO WE ARE:

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

ABOUT THE ROLE:

We are seeking an analytical finance professional to lead strategic commercial and financial analysis efforts for Zinnia’s Insurance Solutions business. This role is central to shaping pricing and commercial strategies, evaluating margins, and modeling new business opportunities. You will work closely with cross-functional stakeholders to bring rigor, structure, and insight to commercial decision-making.

WHAT YOU’LL DO:

  • Develop and own financial models that support pricing, margin optimization, and commercial deal evaluation.
  • Drive market and opportunity sizing for new and existing business segments.
  • Provide deep financial and strategic insights to guide key business decisions.
  • Partner with product, sales, and corporate development teams to assess business cases and go-to-market initiatives.
  • Support high-impact, cross-functional strategic projects with financial analysis and market perspectives.
  • Present insights and recommendations to senior leadership with clarity and precision.

WHAT WE’RE LOOKING FOR:

  • 7+ years of experience in strategic finance, investment banking, or consulting, with a strong foundation in financial modeling.
  • Experience working on commercial initiatives.
  • Exceptional analytical and problem-solving skills, with high attention to detail.
  • Proven ability to simplify complex problems and communicate actionable insights.
  • Track record of success in dynamic, cross-functional environments.
  • Familiarity with the life insurance and annuity landscape, including key industry dynamics.
  • Bachelor’s degree in Finance, Economics, or a related field; MBA or similar advanced degree a plus.

WHAT’S IN IT FOR YOU?  

Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. We’re looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at www.zinnia.com for more information. Apply by completing the online application on the careers section of our website.  We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.

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About The Company

Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value – and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2500 distributors and partners, and over 2 million policyholders.

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