Raymond James
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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.
- 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.
- 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
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.
- 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
- 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
- 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.
- 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
- 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
- FSA, ASA, and/or EA actuarial designation
- Member of the American Academy of Actuaries preferred
- Yes, 20% of the time
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.
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
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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