Director - Actuarial Life and Annuities Consulting

Overview

The organization is seeking a Manager to join the life insurance consulting team in the US to support account development and lead high-performing client delivery teams. This role spans a range of engagements, including:

• Financial modeling
• Financial reporting
• Mergers and acquisitions
• Regulatory issues
• Litigation
• Pricing
• Product development

Responsibilities

• Partner with senior sellers to identify new business opportunities and drive account proposals
• Lead components of large-scale projects or manage smaller projects to achieve engagement and budget objectives
• Strengthen industry relationships through delivering high-quality work, staying current on regulatory updates, participating in industry-led events, and engaging with clients
• Oversee and guide junior team members to ensure high-quality work products that conform with organizational excellence standards
• Conduct thorough technical reviews to ensure high-quality work product that conforms with organizational excellence standards
• Share expertise and strategic insights to support team growth and overall business development
• Provide mentorship and coaching to junior staff to support professional development and career advancement
• Support client correspondence by taking a lead role in preparing for meetings and written or verbal communications with clients
• Contribute to intellectual capital through research, publication of articles, participation in industry events, and webinars/podcasts
• Support revenue growth by meeting billable hour expectations and assisting in the sales process as part of broader client relationship management teams
• Maintain progress on or credentials by utilizing the competitive student program or completing SOA Continuing Education (CE) requirements

Requirements

• Minimum 5 years of experience in an actuarial role at a life insurance company, consulting firm, or financial services organization
• Familiarity with regulatory capital regimes
• Excellent oral and written communication skills, with the ability to clearly convey findings, recommendations, and work products to clients, peers, and junior team members
• Proven ability to translate complex technical concepts for both technical and non-technical audiences
• Demonstrated ability to collaborate effectively across different disciplines and work styles, with willingness to share knowledge
• Experience managing and directing project teams and meeting deadlines
• Strong technical proficiency in programming languages (e.g., Microsoft Excel with VBA, SQL, Python, or R) and/or financial modeling software (e.g., GGY AXIS, Risk Agility, MG-ALFA, Moses, Prophet, Slope, or Polysystems)
• Experience in at least one specific life insurance and/or annuity product line
• Expertise in at least one functional area as applied to the life insurance industry:
  • Predictive analytics / data science
  • Experience studies
  • Financial reporting
  • Financial modeling
  • Mergers & acquisitions
  • Product development / pricing and risk management
• Self-motivated, proactive learner with a passion for driving new developments
• Ability and willingness to coach and mentor junior colleagues and foster their professional growth
• Strong multitasking abilities, managing multiple projects and clients while providing timely updates on project status and deliverables
• Flexibility to put in extra effort to meet client deadlines when necessary
• FSA or equivalent credential (e.g., FIA) preferred

Preferred Qualifications

• FSA or equivalent credential (e.g., FIA)

Compensation & Benefits

The salary compensation range being offered for this role is $150,000 to $220,000.

This role is also eligible for an annual short-term incentive bonus.

Benefits information is provided in accordance with requirements of various state/local pay transparency legislation. Eligibility requirements apply.

Health and Welfare Benefits

• Medical (including prescription coverage), Dental, Vision
• Health Savings Account, Commuter Account
• Health Care and Dependent Care Flexible Spending Accounts
• Group Accident, Group Critical Illness, Life Insurance, AD&D
• Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)

Leave Benefits

• Paid Holidays
• Annual Paid Time Off (includes paid state/local paid leave where required)
• Short-Term Disability, Long-Term Disability
• Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)

Retirement Benefits

• Contributory Pension Plan and Savings Plan (401k)
• All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, qualified applicants with arrest and conviction records will be considered.

Location

This position can be based in a major U.S. Market and is open to remote/virtual work.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

EEO

EOE, including disability/vets