AVP & Actuary, MoneyGuard Valuation

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)

 

 Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74798

 

The Role at a Glance

The AVP & Actuary, MoneyGuard Valuation is responsible for quarterly reserve reporting, annual asset adequacy testing, ALM projections, and other model projections on the MoneyGuard block of business.  In this role you will Analyze and explain reserve and financial results for the MoneyGuard inforce segment.  You will also own and execute actuarial reporting processes in a controlled and efficient manner.

What you'll be doing

•Maintains knowledge on current and emerging developments/trends for GAAP, STAT, and TAX reserving for UL/LTC combo products, assessing the impact of changes in product design and reserve reporting requirements.

•Identifies and directs the implementation of process improvements that significantly reduce workloads or improve quality across Valuation and Modeling reporting.

•Provides subject matter expertise to team members and internal/external stakeholders on MoneyGuard reserving.

•Provides training and development opportunities, including stretch assignments, for team members and gives honest and open feedback to aid in the development of talent.

•Directs and evaluates individual/team performance and takes appropriate action to meet and/or exceed performance standards.

•Establishes and implements priorities, performance goals and objectives to ensure group results for their assigned area(s) of responsibility.

•Directs and provides leadership to continually improve the reserve analysis capability and ability to explain and manage financial results.

•Ensures that top talent is hired and retained, building organizational capability.

•Carries out duties in compliance with all state and federal regulations and guidelines, along with applicable actuarial and financial reporting requirements.  Complies with all company and site policies and procedures.

•Remains current in profession and industry trends.

What we’re looking for

Must-haves:

•4 Year/Bachelor's degree (or equivalent) (Minimum Required).
•10+ years of experience in data analytics and engineering that directly aligns with the specific responsibilities for this position
•Fellow of the Society of Actuaries (FSA) 
•Experience with Life Insurance Valuation, Modeling, and/or Financial Reporting preferred.
•Experience managing actuarial staff preferred.

 

Nice-to-haves: 

•Ability to work with others in a team environment with a collaborative style.
•Demonstrated ability to identify and recommend processes improvements.
•Demonstrated ability to successfully hire, retain, develop, and coach staff via a culture of real-time performance feedback, with ability to build both technical and leadership skills.
•Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and actuarial software (MG ALFA)

Application Deadline

Applications for this position will be accepted through August 25th, 2025 subject to earlier closure due to applicant volume.

 

What’s 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. 

 

What’s 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