Sr. Associate Actuary, Retirement Plan Services
Lincoln Financial - Madison, WI
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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 The Role at a Glance 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 weu2019re looking for _Must-Haves_ u20225-7+ years of experience in pricing, reporting, or risk management within financial services u2022Actuarial credentials (FSA or ASA with additional years of experience) u2022Strong technical skills and understanding of actuarial/mathematical financial concepts u2022Proficiency in programming languages (e.g., VBA, Python, Dataiku) and advanced Excel u2022Demonstrated critical thinking and ability to analyze data, identify trends, and draw valid conclusions u2022Bacheloru2019s degree in Actuarial Science, Economics, Accounting, Finance, Data Science, or a related field _Nice-to-Haves_ u2022Experience in actuarial or data science roles u2022Retirement Industry experience Application Deadline Applications for this position will be accepted through November 1st, 2025 subject to earlier closure due to applicant volume. Whatu2019s 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. Whatu2019s 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 Lincolnu2019s 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 Lincolnu2019s 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. Follow us on Facebook (, X (, LinkedIn (, Instagram (, and YouTube (. For the latest company news, visit our newsroom (. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincolnu2019s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolnu2019s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial (
Created: 2025-09-29