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Lead Actuary, Retirement Plan Services

Lincoln Financial

Retirement/Insurer/Manager Level

Lead Actuary, Retirement Plan Services

Lincoln Financial

Radnor, Pennsylvania, United States · Hybrid · Yesterday

Salary
$120k - $193k
Experience
6+ Years

Role Summary

Role type

Capital, risk, and product strategy

Closer to capital and risk strategy than a pure pricing partner role because governance, senior recommendations, and risk exposures span the broader business.

Lead Retirement Plan Services actuarial role in Radnor, Pennsylvania, with other office options including Charlotte, Fort Wayne, Greensboro, Hartford, and Omaha. You’ll support pricing, product strategy, risk management, stable value rate setting, reporting, and strategic recommendations while partnering with senior leaders and cross-functional teams.

Requirements

Must have

  • 6+ years of increasing experience in pricing, product, reporting, or risk management within financial services
  • 4 year/Bachelor's Degree in a quantitative field (actuarial science, mathematics, statistics, finance, economics, data science, computer science, or engineering)
  • Professional designation or progress toward one (FSA / ASA / CFA)

Strongly preferred

  • Demonstrated ability to carry a project from start to finish, including scoping, execution, and implementation across multiple stakeholders
  • Executive presence - ability to communicate clearly and credibly with senior leaders
  • Strong technical skills and understanding of actuarial, mathematical, and financial concepts
  • Proficiency in advanced Excel and at least one programming or analytics tool (VBA, Python, SQL, Dataiku, Power BI)
  • Demonstrated critical thinking and ability to analyze data, identify trends, and draw valid conclusions

Nice to have

  • Retirement industry, stable value, or general insurance knowledge
  • Experience in actuarial, pricing, or related financial roles
  • Exposure to statistical and/or actuarial modeling
  • Track record of identifying, recommending, and implementing process improvements

Skills & Domain

ToolsExcelPower_BI
DomainPricing, product, reporting, or risk management in financial servicesRetirement industry, stable value, or general insurance knowledgeExperience in actuarial, pricing, or related financial roles