Lead Actuary, Retirement Plan Services

Socket.dev; Radnor (Delaware County); Hybrid; USD 120,000 - 193,000; Full time

Job summary

Lincoln Financial in Radnor, PA is seeking a lead analyst on the RPS Pricing and Risk team responsible for product strategy, pricing, and actuarial risk management. You will lead strategic projects, build analyses, and present recommendations to senior leaders.

You will deliver monthly and quarterly reporting on product performance, pricing, and governance, supporting the stable value rate setting process. You will work independently, communicate credibly with senior leaders, and turn complex

Qualifications

• 6+ years of increasing experience in pricing, product, reporting, or risk management within financial services.
• Demonstrated ability to carry a project from start to finish across multiple stakeholders.
• Executive presence and ability to influence senior leaders with well-supported recommendations.
• Strong understanding of actuarial, mathematical, and financial concepts.
• Proficiency in advanced Excel and at least one analytics tool (Python/SQL/Power BI).
• 4 Year/Bachelor’s Degree in a quantitative field or related discipline.
• Professional designation or progress toward one (e.g., FSA/ASA/CFA).

Responsibilities

• Lead assigned workstreams on strategic initiatives from direction through implementation.
• Communicate findings and recommendations to leaders across Finance, Product, Investments, and Risk.
• Analyze market dynamics, profitability, and risk exposures to deliver actionable recommendations.
• Deliver monthly and quarterly reporting on product performance, pricing, and governance; support rate setting.
• Identify and implement process improvements and automation to raise quality and efficiency.

Skills

Pricing strategy

Financial analytics

Executive presence

Advanced Excel

Programming / Analytics tools

Critical thinking

Education

Bachelor's degree in a quantitative field

Professional designation in progress (FSA/ASA/CFA)

Tools

Python

SQL

Power BI

VBA

Job description

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

Work Arrangement:

Hybrid : Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:76641

The Role at a Glance

An exciting opportunity to take a lead role on the RPS Pricing and Risk team responsible for product strategy, pricing, and actuarial risk management. You will serve as the lead analyst on strategic projects that support the business — building the analysis, developing the recommendation, and helping senior decision makers land on a path forward. You will also deliver the key reporting that informs how leadership manages product, pricing, and risk governance, including support for our stable value rate setting process. This position is built for someone who can work independently, communicate credibly with senior leaders, and turn complex analysis into recommendations that move the business forward.

What you'll be doing

• Supporting strategic projects: Leading assigned workstreams on strategic initiatives from direction through implementation — developing the approach, managing timelines, coordinating with cross-functional partners, and carrying the work through to a recommendation with limited day-to-day oversight


• Communicating and influencing: Building the supporting analysis and presenting findings and recommendations to leaders across RPS Finance, Product, Investments, and Risk; working through differing viewpoints to help reach alignment


• Analyzing: Evaluating market dynamics, competitive positioning, profitability, and risk exposures to deliver actionable recommendations grounded in data


• Reporting and rate setting support: Delivering monthly and quarterly reporting on product performance, pricing, and risk governance, including key metrics for RPS management and corporate stakeholders; supporting the stable value rate setting process in partnership with Product, Investments, and Finance; ensuring strong controls and minimizing operational risk


• Innovating and automating: Identifying and implementing process improvements, automation, and enhanced data visualization that raise quality and efficiency across the team

What we’re looking for

Must-haves:

• 6+ years of increasing experience in pricing, product, reporting, or risk management within financial services that aligns with the specific responsibilities of this position


• Demonstrated ability to carry a project from start to finish, including scoping, execution, and implementation across multiple stakeholders


• Executive presence — the 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 (e.g., VBA, Python, SQL, Dataiku, Power BI)


• Demonstrated critical thinking and the ability to analyze data, identify trends, and draw valid conclusions


• 4 Year/Bachelor’s Degree in a quantitative field (e.g., actuarial science, mathematics, statistics, finance, economics, data science, computer science, or engineering)


• Professional designation or progress toward one (e.g., FSA / ASA / CFA)

Nice-to-haves:

• 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

Application Deadline

Applications for this position will be accepted through November 25th, 2026 subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values andleadership attributes




• Leadership development and virtual training opportunities




• PTO/parental leave




• Competitive 401K and employee benefits




• Free financial counseling, health coaching and employee assistance program




• Tuition assistance program




• Work arrangements that work for you




• Effective productivity/technology tools and training

The pay range for this position is$120,375 - $192,600with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process or require TTY/TDD assistance, contact us by calling [phone].

This Employer Participates in E-Verify. See E-Verify notices.

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