Retirement Senior Consultant

Aon; Houston (TX); On-site; USD 145,000 - 160,000; Full time

Job summary

An established industry player is seeking a Wealth Senior Actuarial Consultant to join their dynamic team. This role involves managing client relationships, performing intricate pension calculations, and utilizing valuation software to deliver insightful recommendations. With a focus on continuous learning and a supportive work environment, this position offers the opportunity to grow professionally while ensuring a healthy work-life balance. Join a forward-thinking company that values inclusivity and innovation, and contribute to impactful projects that shape the future of wealth management.

Benefits

401(k) Savings Plan

Employee Stock Purchase Plan

Medical, Dental, and Vision Insurance

Paid Time Off

Short-term and Long-term Disability

Tuition Assistance

Employee Assistance Program

Commuter Benefits

Global Wellbeing Days

Flexible Work Solutions

Qualifications

• 8+ years of actuarial experience required.
• Strong background in Actuarial Science or related fields.

Responsibilities

• Manage client relationships and answer inquiries independently.
• Prepare contribution requirements and interpret valuation results.

Skills

Client Relationship Management

Valuation Programming (ProVal)

Funding Methods Knowledge

Pension Benefit Calculations

Delegation Skills

Education

Actuarial Science

Mathematics

Economics

Statistics

ASA Certification

Tools

ProVal

Valuation Software

Job description

Wealth Senior Actuarial Consultant

Location: Virtual, anywhere in the United States

You Bring Knowledge and Expertise

• Solid administration and staff-level client relationships; developing some relationships with higher level client contacts
• Able to answer client questions without reliance on lead actuary
• Completes some work through others (i.e. delegation)
• play a role in client meetings
• Prepare contribution requirements and accounting costs, with some oversight
• Update valuation runs for any changes and program provisions from scratch
• Interpret valuation results and provide initial recommendations to lead actuary
• Perform more complicated or review more simple pension benefit calculations
• Coach/train entry level students
• Demonstrate flexibility to work additional hours on occasion when client needs dictate
• Draft original materials (e.g. letters, reports, discussion guides) with some guidance

Technical Competencies/Skills

• Preferred Valuation programming on ProVal system
• Basic knowledge of funding methods
• Use of valuation software, tailoring, and programming
• Minimum and/or maximum funding calculations
• Reconciliation of liability gains and losses

Education

• Academic background or aptitude in Actuarial Science, Mathematics, Economics or Statistics
• 8+ years of actuarial work experience
• ASA

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, [e-mail]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

Salary range or hourly pay range for the position

The salary range for this position intended for U.S. applicants is $145K to $160K annually.The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Whether it is bonus /commission eligible

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and anemployee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

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2561585

Wealth Senior Actuarial Consultant

Location: Virtual, anywhere in the United States

You Bring Knowledge and Expertise

• Solid administration and staff-level client relationships; developing some relationships with higher level client contacts
• Able to answer client questions without reliance on lead actuary
• Completes some work through others (i.e. delegation)
• play a role in client meetings
• Prepare contribution requirements and accounting costs, with some oversight
• Update valuation runs for any changes and program provisions from scratch
• Interpret valuation results and provide initial recommendations to lead actuary
• Perform more complicated or review more simple pension benefit calculations
• Coach/train entry level students
• Demonstrate flexibility to work additional hours on occasion when client needs dictate
• Draft original materials (e.g. letters, reports, discussion guides) with some guidance

Technical Competencies/Skills

• Preferred Valuation programming on ProVal system
• Basic knowledge of funding methods
• Use of valuation software, tailoring, and programming
• Minimum and/or maximum funding calculations
• Reconciliation of liability gains and losses

Education

• Academic background or aptitude in Actuarial Science, Mathematics, Economics or Statistics
• 8+ years of actuarial work experience
• ASA

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.People with criminal histories are encouraged to apply.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, [e-mail]

For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances.

Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Pay Transparency Laws:

Salary range or hourly pay range for the position

The salary range for this position intended for U.S. applicants is $145K to $160K annually.The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Whether it is bonus /commission eligible

This position is eligible to participate in one of Aon’s annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and anemployee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

#LI-HYBRID
#LI-VIRTUAL

#LI-KT1