Consulting Actuary/ Client Relationship Manage

Consulting Actuary / Client Relationship Manager (CRM)

Full‑time position located in one of the following cities: San Francisco, Los Angeles, Phoenix, or Denver. The CRM will support a book of business in the West Region with emphasis on the Public Sector market.

Overview

The CRM plays a critical role in driving growth of the public sector retirement benefits consulting business. Responsibilities include client management, project management, and new business development across Segal’s consulting services.

Key Accountabilities

• Understand client issues, anticipate needs, and navigate potential solutions.
• Establish rapport and build effective working relationships within client organizations.
• Innovate client deliverables and strengthen industry presence.
• Provide high‑level creative, innovative and strategic expertise on retirement benefits matters.
• Apply advanced actuarial concepts, methods, and applications.
• Collaborate with Segal teams to maintain influential client relationships.
• Lead and/or participate in new business development initiatives targeting the Public Sector market.
• Guide client service teams and mentor staff, contributing to intellectual and professional growth.

Qualifications

• Minimum 9 years’ experience in employee benefits consulting or related professional services with retirement plan exposure in the public sector.
• Undergraduate degree (minimum).
• ASA accreditation required; FSA preferred.
• Immediate readiness for direct client contact.
• Strong business acumen and leadership ability.
• Proven success as a relationship builder and collaborator.
• Experience managing client relationships and delivering complex information in actionable terms.
• Analytical skills to identify issues and develop solutions.
• Excellent interpersonal and communication (verbal and written) skills.
• Ability to work collaboratively with diverse stakeholders.
• Willingness and ability to travel as needed.

Compensation

• Base Salary: USD $121,000 – $180,000.
• Discretionary performance bonus based on company profitability and employee performance.
• Competitive benefits package.

All employee information will be kept confidential in compliance with EEO guidelines.