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Managing Director – Pension & Retirement Plan Actuarial
Infinity Constellation. Run the Pension & Retirement Plan Actuarial business unit end to end, including strategy, client relationships, quality, and financial performance .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Pension and Retirement Plan Actuarial practices, including funding valuations and regulatory reporting, while effectively managing client relationships and financial performance. Capable of leading a team, developing a portable book of business, and integrating AI-driven workflows into actuarial processes.
Highest-signal resume keywords
Enrolled ActuaryFunding ValuationsRegulatory ReportingClient Relationship ManagementAI-Driven Workflows
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Funding ValuationsAccounting DisclosuresRegulatory ReportingActuarial ConsultingCalculation Engine Validation
Soft Skills
Entrepreneurial MindsetTeam DevelopmentCollaboration
Tools & Technologies
Actuarial SoftwareInfinity's Calculation Engine
Certifications & Qualifications
Enrolled Actuary
Industry Keywords
Pension PlansRetirement PlansEmployer-Sponsored PlansClient Base Development
About the role
Key responsibilities & impact- Run the Pension & Retirement Plan Actuarial business unit end to end, including strategy, client relationships, quality, and financial performance
- Serve as the credentialed actuary of record with sign-off authority on funding valuations and related work
- Bring a portable book of business or build one through credibility and relationships
- Define the service offering, from actuarial consulting to a broader bundled model
- Identify which work should move first to AI-driven workflows
- Work with engineering to validate Infinity's calculation engine against third-party actuarial software
- Hire and develop analysts and supporting staff as the book grows
- Collaborate with other business unit leaders on cross-selling to shared clients
Requirements
What you’ll need- Enrolled Actuary, or actuarial team lead holding the credentials required to sign funding valuations
- Deep experience with funding valuations, accounting disclosures, and regulatory reporting for employer-sponsored plans
- Portable book of business, or credibility to build a client base quickly
- Senior practitioner or already independent, ready to build a practice
- A point of view on where AI-driven workflows can replace analyst labor and how to validate results
- Entrepreneurial mindset
- Based in the United States
- Business units currently serve US clients only
Benefits
Comp & perks- Uncapped variable compensation tied to revenue generated
- Equity grant in Infinity
- HR, accounting, and finance handled by Infinity's platform and teams
- Engineering and product resources dedicated to building practice tools
- Shared network of business units serving overlapping clients