San Jose, CA, USA; Seattle, WA, USA Hybrid Full-time

Raymond James is hiring a Senior Actuary - California

About the Role

The Senior Actuary at Raymond James manages a team of actuaries and oversees financial projections for single-employer and multiemployer pension plans. This role involves leading complex actuarial analyses, mentoring junior staff, managing client relationships, and contributing to policy development with minimal administrative oversight.

What You'll Do

  • 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

What We're Looking For

  • Minimum 10 years of experience in relevant field including extensive single employer and multiemployer pension plan actuarial experience
  • Bachelor’s degree in Mathematics, Economics, Statistics or other business related field
  • FSA, ASA, and/or EA actuarial designation

Nice to Have

  • Small plan and cashing balance experience preferred
  • Member of the American Academy of Actuaries preferred

Technical Stack

  • 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

Team & Environment

  • Team of insurance actuaries

Benefits & Compensation

  • Eligible for hybrid or fully remote work
  • Residing in the Bay area or Seattle area is strongly preferred
  • Travel required: Yes, 20% of the time
  • At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates
  • When associates bring their best authentic selves, our organization, clients, and communities thrive

Compensation: $100,000.00–$130,000.00 annually.

Work Mode

  • Eligible for hybrid or fully remote; monthly office presence may be required in San Jose, CA or Seattle, WA

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Required Skills
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About company
Raymond James
Raymond James is a diversified financial services company providing wealth management, capital markets,asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.
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Posted 13 days ago