Senior Actuary - California
Raymond James Financial, Inc., Sacramento, CA, United States
Under limited administrative direction, supervises a team of actuaries who are responsible for preparing financial projections for single-employer and multiemployer pension plans. Uses extensive knowledge and skills obtained through education and experience to manage workflow to ensure that established deadlines are met and ensure the accuracy of financial projections. Contributes to writing and maintaining policies and procedures. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed actions or decisions.
Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.
Work Environment
Eligible for hybrid or fully remote. Residing in the Bay area or Seattle area is strongly preferred, as the Senior Actuary may work from the San Jose, CA or Seattle, WA Office monthly.
Essential Duties and Responsibilities
Manage and mentor junior actuaries/analysts
Client relationship management, ensuring high-quality deliverables
Perform valuation services for pension and post-retirement medical plans
Prepare plan design alternatives for pension and post-retirement medical plans
Prepare and present key findings to clients
Perform project tasks independently, and direct the efforts of others
Participate in and/or lead the development of deliverable content that meets the needs of the client
Anticipate client needs and formulate solutions to client issues
Prepare and review deliverables for accuracy and quality
Provide coaching to junior staff
Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
Knowledge of
Broad range of tools and techniques to extract insights from current industry or sector trends
Demonstrated technical proficiency with various software applications and regulatory requirements
Skill in
Ability to manage multiple projects at the same time
Good communication and interpersonal skills
Delegating to others to provide stretch opportunities and coaching them to deliver results
Demonstrate critical thinking and the ability to bring order to unstructured problems.
Ability to
Able to lead meetings and interact with clients at a high level
Use straightforward communication, in a structured way, when influencing and connecting with others
Able to read situations and modify behavior to build quality relationships
Education/Previous Experience
Minimum 10 years of experience in relevant field including extensive single employer and multiemployer pension plan actuarial experience. Small plan and cashing balance experience preferred.
Bachelor’s degree in Mathematics, Economics, Statistics or other business related field
Licenses/Certifications
FSA, ASA, and/or EA actuarial designation
Member of the American Academy of Actuaries preferred
Travel Required
Yes, 20% of the time
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Please note: This role is not eligible for immigration Work Visa sponsorship, either currently or in the future.
Work Environment
Eligible for hybrid or fully remote. Residing in the Bay area or Seattle area is strongly preferred, as the Senior Actuary may work from the San Jose, CA or Seattle, WA Office monthly.
Essential Duties and Responsibilities
Manage and mentor junior actuaries/analysts
Client relationship management, ensuring high-quality deliverables
Perform valuation services for pension and post-retirement medical plans
Prepare plan design alternatives for pension and post-retirement medical plans
Prepare and present key findings to clients
Perform project tasks independently, and direct the efforts of others
Participate in and/or lead the development of deliverable content that meets the needs of the client
Anticipate client needs and formulate solutions to client issues
Prepare and review deliverables for accuracy and quality
Provide coaching to junior staff
Manage own personal and professional development; seek opportunities for professional growth and expansion of consulting skills and experiences
Knowledge of
Broad range of tools and techniques to extract insights from current industry or sector trends
Demonstrated technical proficiency with various software applications and regulatory requirements
Skill in
Ability to manage multiple projects at the same time
Good communication and interpersonal skills
Delegating to others to provide stretch opportunities and coaching them to deliver results
Demonstrate critical thinking and the ability to bring order to unstructured problems.
Ability to
Able to lead meetings and interact with clients at a high level
Use straightforward communication, in a structured way, when influencing and connecting with others
Able to read situations and modify behavior to build quality relationships
Education/Previous Experience
Minimum 10 years of experience in relevant field including extensive single employer and multiemployer pension plan actuarial experience. Small plan and cashing balance experience preferred.
Bachelor’s degree in Mathematics, Economics, Statistics or other business related field
Licenses/Certifications
FSA, ASA, and/or EA actuarial designation
Member of the American Academy of Actuaries preferred
Travel Required
Yes, 20% of the time
#J-18808-Ljbffr