Sr. Associate Actuary, Retirement Plan Services

Lincoln Financial; Salem (OR); Remote; USD 93,000 - 170,000; Full time

Job summary

A leading financial services company is seeking a Sr. Actuarial Consultant to support pricing and risk management initiatives. The role is remote and requires strong analytical capabilities and risk assessment skills. Ideal candidates will have actuarial credentials and extensive experience in financial services. Responsibilities include developing methodologies for products, reporting, and participating in strategic projects.

Benefits

PTO/ parental leave

Competitive 401K

Free financial counseling

Tuition assistance program

Qualifications

• 5-7+ years of experience in pricing, reporting, or risk management within financial services.
• Actuarial credentials (FSA or ASA with additional years of experience).
• Strong technical skills and understanding of actuarial/mathematical financial concepts.

Responsibilities

• Support the development and refinement of rate setting methodologies for stable value products.
• Provide support for comprehensive reporting of sold business.
• Assist with strategic initiatives across the business.

Skills

Pricing

Reporting

Risk Management

Analytical Skills

Programming (VBA, Python)

Data Analysis

Education

Bachelor’s degree in Actuarial Science, Economics, Accounting, Finance, Data Science, or a related field

Tools

Excel

Dataiku

Job description

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

Work Arrangement:

Remote: Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 75136

Overview

As a Sr. Actuarial Consultant in Retirement Plan Services, you will play a key role in supporting pricing, risk, and strategic initiatives to help profitably grow the business. This role requires strong analytical capabilities, a proactive mindset, and the ability to work both independently and collaboratively across teams.

What you’ll be doing

Rate Setting for Stable Value Products

Support the development and refinement of rate setting methodologies for stable value products. Collaborate with Product and Finance teams to ensure rates align with market conditions, risk appetite, and profitability goals.

Reporting & Automation

Provide support for comprehensive reporting of sold business, including key financial metrics for corporate stakeholders and RPS management. Provide administrative support for product initiatives, ensuring strong controls and minimizing operational risk. Identify opportunities to automate reporting processes and enhance data visualization to improve efficiency and insight.

Strategic Projects

Assist with strategic initiatives across the business, including market analysis, competitive positioning, and profitability assessments. Apply critical thinking to evaluate business challenges and recommend actionable solutions.

Risk Management and Product Support

Evaluate risk management strategies, investment changes, and hedging approaches to support our portfolio of products. Contribute to the design, build, and review of pricing models and tools from a risk lens. Assess their impact on product risk and profitability, and communicate insights to leadership.

What we’re looking for

Must-Haves

• 5-7+ years of experience in pricing, reporting, or risk management within financial services
• Actuarial credentials (FSA or ASA with additional years of experience)
• Strong technical skills and understanding of actuarial/mathematical financial concepts
• Proficiency in programming languages (e.g., VBA, Python, Dataiku) and advanced Excel
• Demonstrated critical thinking and ability to analyze data, identify trends, and draw valid conclusions
• Bachelor’s degree in Actuarial Science, Economics, Accounting, Finance, Data Science, or a related field

Nice-to-Haves

• Experience in actuarial or data science roles
• Retirement Industry experience

Application Deadline

Applications for this position will be accepted through November 1st, 2025 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 and leadership 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 $93,300 - $169,700 with 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.

Be aware of fraudulent recruiting activities: Lincoln will not ask applicants to provide sensitive personal information in job applications or pay during hiring. If you suspect a scam, contact [e-mail].

Additional Information: This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosure of political contributions. Any unsolicited resumes or candidate profiles submitted through our website are considered property of Lincoln Financial.

Lincoln Financial Group is an Equal Opportunity employer, and Lincoln maintains a drug-free work environment with pre-employment substance abuse testing.