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Lincoln Financial

Insurance, retirement, and financial services provider

Lead Actuary - Retirement Plan Services

Actuarial & Risk ModellingUpdated on Nov 14
Full-time

About the Job

Requirements

  • At least 6 years of increasing experience in pricing, product, reporting, or risk management within financial services aligned with the position's responsibilities.
  • Ability to carry a project from start to finish, including scoping, execution, and implementation across multiple stakeholders.
  • Ability to communicate clearly and credibly with senior leaders and influence outcomes through well-supported recommendations.
  • Strong technical skills and understanding of actuarial, mathematical, and financial concepts.
  • Proficiency in advanced Excel and at least one programming or analytics tool, such as VBA, Python, SQL, Dataiku, or Power BI.
  • Ability to analyze data, identify trends, and draw valid conclusions.
  • A four-year/bachelor's degree in a quantitative field, such as actuarial science, mathematics, statistics, finance, economics, data science, computer science, or engineering.
  • Professional designation or progress toward one, such as FSA, ASA, or CFA.

Responsibilities

  • Lead assigned workstreams on strategic initiatives from direction through implementation by developing the approach, managing timelines, coordinating with cross-functional partners, and carrying the work through to a recommendation with limited day-to-day oversight.
  • Build supporting analysis and present findings and recommendations to leaders across RPS Finance, Product, Investments, and Risk; work through differing viewpoints to help reach alignment.
  • Evaluate market dynamics, competitive positioning, profitability, and risk exposures to deliver data-grounded recommendations.
  • Deliver monthly and quarterly reporting on product performance, pricing, and risk governance, including key metrics for RPS management and corporate stakeholders.
  • Support the stable value rate-setting process in partnership with Product, Investments, and Finance; ensure strong controls and minimize operational risk.
  • Identify and implement process improvements, automation, and enhanced data visualization to improve quality and efficiency across the team.

Desired Qualifications

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

About the Company

Lincoln Financial

Insurance, retirement, and financial services provider

Lincoln Financial Group offers life insurance, annuities, and retirement income products through its network of affiliated companies, and also provides securities and investment advisory services via affiliated broker-dealers. Its products combine insurance coverage or retirement-focused contracts with investment options, where customers fund premiums, choose subaccounts or riders, and receive benefits such as death benefits, living benefits, or guaranteed income in retirement. The company differentiates itself with a family of affiliated brands and distributors that coordinate life, annuity, and advisory products under one umbrella. Its goal is to help individuals and families protect loved ones, plan for retirement, and achieve financial security through integrated protection and investment solutions.

Company size
Not listed
Company stage
Not listed
Total funding
$128.8M
Headquarters
Radnor Township, Pennsylvania
Founded
1905

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