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Role Summary

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HIGHLIGHTS

Senior retirement actuarial and relationship management role in a national employee benefits consulting firm. You will handle actuarial compliance, cash balance plan design, combo plan testing, and sales illustrations for small plans. The role requires Enrolled Actuary credentials and strong client communication skills. The position is remote-capable within the US, working independently in a fast-paced environment.

JOB DESCRIPTION SUMMARY

  • Manage actuarial compliance and plan design for small retirement plans
  • Prepare sales illustrations and communicate directly with clients
  • Handle cash balance plans, combo plan testing, and defined contribution plans
  • Work independently with minimal supervision in a fast-paced setting
  • Enrolled Actuary credentials required; Relius experience a plus

DOMAIN EXPERTISE

  • Cash balance plan experience
  • Defined contribution plan experience
  • Combo plan testing experience
  • Small plans actuarial/compliance

KEY REQUIREMENTS

  • Enrolled Actuary credential required
  • Substantial experience with cash balance plans
  • Combo plan testing and small plan expertise
  • Strong written and oral communication skills
  • Ability to work under tight deadlines with minimal supervision

TECH STACK

  • Excel
  • Access
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Role Summary

Loading...

HIGHLIGHTS

Senior retirement actuarial and relationship management role in a national employee benefits consulting firm. You will handle actuarial compliance, cash balance plan design, combo plan testing, and sales illustrations for small plans. The role requires Enrolled Actuary credentials and strong client communication skills. The position is remote-capable within the US, working independently in a fast-paced environment.

JOB DESCRIPTION SUMMARY

  • Manage actuarial compliance and plan design for small retirement plans
  • Prepare sales illustrations and communicate directly with clients
  • Handle cash balance plans, combo plan testing, and defined contribution plans
  • Work independently with minimal supervision in a fast-paced setting
  • Enrolled Actuary credentials required; Relius experience a plus

DOMAIN EXPERTISE

  • Cash balance plan experience
  • Defined contribution plan experience
  • Combo plan testing experience
  • Small plans actuarial/compliance

KEY REQUIREMENTS

  • Enrolled Actuary credential required
  • Substantial experience with cash balance plans
  • Combo plan testing and small plan expertise
  • Strong written and oral communication skills
  • Ability to work under tight deadlines with minimal supervision

TECH STACK

  • Excel
  • Access

Relationship Manager/Actuary

Daybright Financial

Retirement/Consultancy/Director Level
Daybright Financial

Relationship Manager/Actuary

Daybright Financial

United States · Today

Pension DBPension DC

Job Overview

Salary
Salary not specified
Work Type
Permanent
Full Time

Acturhire Base Salary Estimate

Typical range
$195k - $289k

25th and 75th percentiles

Confidence
95/100
Supporting jobs
140comparable jobs
Unlock full breakdown with Pro

Ideal Candidate Profile

Ideal for an Enrolled Actuary with several years of small retirement plan experience, comfortable in a client-facing role, and able to work independently on cash balance and combo plan testing.

Other
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

Job Overview

Salary
Salary not specified
Work Type
Permanent
Full Time

Acturhire Base Salary Estimate

Typical range
$195k - $289k

25th and 75th percentiles

Confidence
95/100
Supporting jobs
140comparable jobs
Unlock full breakdown with Pro

Ideal Candidate Profile

Ideal for an Enrolled Actuary with several years of small retirement plan experience, comfortable in a client-facing role, and able to work independently on cash balance and combo plan testing.

Other
Fresh Role
Premium Window
0d
Posted Today

Strategy: Maximize Application Quality

Applications submitted within 72 hours are 2x more likely to land an interview.

"Recruiters are actively watching. Take time to tailor your keywords."

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