Raymond James Financial, Inc.
Senior Actuary - California
Raymond James Financial, Inc., San Jose, California, United States, 95123
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Senior Actuary - CaliforniaApply locations San Jose, California - United States Remote - California time type Full time posted on Posted 30+ Days Ago job requisition id R-0004315 Senior Actuary - California page is loaded
Senior Actuary - CaliforniaApply locations San Jose, California - United States Remote - California time type Full time posted on Posted 30+ Days Ago job requisition id R-0004315
Job Description 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. 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
Education Bachelor’s
Work Experience Manager Experience - 3 to 6 years
Certifications Associate of the Society of Actuaries (ASA) - Society of Actuaries, Fellow of the Society of Actuaries (FSA) - Society of Actuaries
Salary Range $100,000.00-$0.00
Travel Less than 25%
Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Please make sure you read the following details carefully before making any applications.
We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Join our Talent Network Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.
Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint . Check it out to see why many choose to work at Raymond James – and why they stay.
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Job Description 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. 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
Education Bachelor’s
Work Experience Manager Experience - 3 to 6 years
Certifications Associate of the Society of Actuaries (ASA) - Society of Actuaries, Fellow of the Society of Actuaries (FSA) - Society of Actuaries
Salary Range $100,000.00-$0.00
Travel Less than 25%
Workstyle Hybrid At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
Please make sure you read the following details carefully before making any applications.
We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. About Raymond James Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Join our Talent Network Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.
Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint . Check it out to see why many choose to work at Raymond James – and why they stay.
#J-18808-Ljbffr