Actuary, Annuity Financial Projections

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:

Hybrid :
Employee will work 3 days a week in a Lincoln office

Relocation assistance:is not available for this opportunity.

Requisition #:75078

We are excited to bring on an Actuary, Annuity Projections, to play an integral role in supporting the Annuity Financial Projections team s is a role spanning multiple product lines, with responsibilities including, but not limited to, Asset Adequacy Testing, ALM research and analysis, actuarial projection analytics, free cash flow analysis, and process transformation/automation.

The candidate will have a strong understanding of how assets and liabilities evolve over time for Lincoln’s annuity business and will be able to uncover key business insights for management. The candidate is expected to grasp both the technical modeling aspects and the broader business context, acting as a leader within the team and enhancing efficiency in processing and reviewing financial results.

The position offers a unique opportunity to gain in-depth exposure to asset/liability modeling and projections, including Statutory/tax accounting, reserves, capital, investments, asset-liability interactions, and management actions. It also provides firsthand experience with Moody’s AXIS, Dataiku, Tableau and other essential tools, making it an excellent opportunity to contribute to Lincoln’s business while building strong, transferrable skills for future growth.

• Projection analysis:
  Review models and financial projections throughout the year, including Asset/Liability Management, Distributable Earnings and Free Cash Flow analysis, Reserves and Asset Adequacy Analysis. Clearly and concisely communicate key drivers of change in a timely manner.
• ALM research and monitoring:
  Understand Lincoln’s Inforce business and ALM strategy. Develop and maintain dashboards that effectively track and communicate the organization’s ALM position.
• Quality improvements:
  Enhance models and modeling processes, streamlining processes using next generation tools to increase efficiency and gain deeper insight into results.
• Cross‑functional
  
  Collaboration:
  
  Deliver informative analysis and results from actuarial models by partnering and collaborating with other functional areas across the company including FP&A, Market Risk Management, Pricing, Enterprise Risk Management, Investments and Corporate Actuarial.
• Industry Research:
  Maintain and expand knowledge of annuity regulations, business trends and best practices. Stay current on potential regulation changes within the industry.

• Substantial experience with annuity products.
• Excellent interpersonal and communication abilities.
• FSA designation (preferred) or ASA designation (required).
• Actuarial modeling and/or valuation experience in Moody’s‑AXIS.
• 7‑10 years of actuarial experience.
• Effective time management, prioritization, and organizational skills.
• Strong technical, programming, and critical thinking skills.
• Self‑starter with ability to work independently.
• Ability to adapt to changing priorities, tools, and business needs in a dynamic environment.

• Experience with annuity products, particularly in ALM, CFT, Valuation or Pricing context.
• Familiarity with data analytics and visualization tools (e.g. Dataiku, Tableau).
• Familiarity with modern data science approaches.

Applications for this position will be accepted through December 1st, 2025 subject to earlier closure due to applicant volume.

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.