Assistant Vice President Annuity Projections

Title: Assistant Vice President Annuity Projections

Date: May 8, 2025

Primary Location: Radnor, PA, US

Company: Lincoln Financial

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 #: 74561

The Role at a Glance

This position under Lincoln’s Chief Actuary organization will provide leadership, direction, and functional expertise on annuity financial projections. The candidate is expected to become an expert of Lincoln’s annuity business, thoroughly understand its liabilities and assets, and uncover key business insights for senior management. The candidate will also play an integral role in delivering accurate and timely projections for exercises such as Asset Adequacy Testing, Asset-Liability Management, and Financial Planning.

The position will provide in-depth exposure to all things related to annuity asset/liability modeling and projections, such as Statutory/tax accounting, reserves, capital, investments, asset-liability interactions, and management actions, as well as opportunities to present findings to senior management.

What you'll be doing

• Lead critical processes involving annuity projections, engaging with internal/external stakeholders to better understand results, quantify drivers of change, and share key business insights.
• Provide thought leadership and functional expertise on projected cash flows and optimize the company’s financial position while minimizing risk
• Lead methodology and process improvements that enhance quality and timeliness of financial projections.
• Communicate complex results effectively to audiences of various levels
• Provide training and development opportunities, including stretch assignments, for team members and give honest and open feedback to aid in the development of talent

What we’re looking for

Must have: 

• 12+ years of increasing actuarial experience, including 5+ years of demonstrated leadership experience influencing senior management/critical stakeholders
• FSA designation or ASA designation with additional years’ actuarial experience
• Extensive experience with modeling Annuity products (Variable Annuity with/without living benefits, Registered Indexed Linked Variable Annuity (RILA), Fixed Indexed Annuity, Fixed Annuity, and Payout Annuity)
• Strong understanding of regulatory/accounting/capital frameworks (STAT/GAAP/Tax, LDTI, RBC, EC, etc.) and general insurance business knowledge 
• Understanding of capital markets and financial instruments (assets and derivatives) that support Annuity products
• Actuarial modeling and/or valuation experience, preferably in GGY AXIS
• Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches; can influence outcomes without directing or commanding.
• Demonstrated strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
• Analytical skills: ability to think critically, identify, and solve potential challenges
• Excellent oral and written communication skills, adaptable to a wide variety of audiences throughout Lincoln’s organizational structure 
• Undergraduate degree in Actuarial Science, Applied Mathematics, Statistics, Economics, Computer Science, or other quantitative major

Nice-to-have:

• Competency with SQL, Dataiku, VBA, and Python
• Experience working with business intelligence tools (e.g. Tableau)
• Demonstrated history of innovation and process improvement

Application Deadline

Applications for this position will be accepted through July 1st, 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 this position is $125,800 - $229,100 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 Lincoln’s 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 Lincoln’s 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 a diverse and 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 fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s 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 Lincoln’s 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 is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

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