Role Summary

HIGHLIGHTS

Associate Director role focused on Pension Risk Transfer (PRT) within Group 1001's Institutional Markets. You will shape the PRT deal pipeline, manage RFPs and broker relationships, and partner with the actuarial pricing team on deal economics. Senior, business-facing role based in Zionsville, IN with remote work indicated.

JOB DESCRIPTION SUMMARY

Lead PRT quoting process and manage RFP responses
Build broker relationships and engage plan sponsors
Support pricing by partnering with the actuarial pricing team
Coordinate deal onboarding and contract execution
Senior role (Associate Director) with remote option

DOMAIN EXPERTISE

Pension Risk Transfer experience
Retirement or institutional insurance markets
Actuarial consulting or transaction experience

KEY REQUIREMENTS

5+ years of experience in PRT, retirement, actuarial consulting, or institutional insurance
Bachelor's degree in Actuarial Science, Finance, Mathematics, or related field
Strong proficiency in Microsoft Excel
Excellent project management; manage multiple priorities under tight deadlines
Clear communicator and strong relationship builder

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Lead PRT quoting process and manage RFP responses
Build broker relationships and engage plan sponsors
Support pricing by partnering with the actuarial pricing team
Coordinate deal onboarding and contract execution
Senior role (Associate Director) with remote option

DOMAIN EXPERTISE

Pension Risk Transfer experience
Retirement or institutional insurance markets
Actuarial consulting or transaction experience

KEY REQUIREMENTS

5+ years of experience in PRT, retirement, actuarial consulting, or institutional insurance
Bachelor's degree in Actuarial Science, Finance, Mathematics, or related field
Strong proficiency in Microsoft Excel
Excellent project management; manage multiple priorities under tight deadlines
Clear communicator and strong relationship builder