The individual in this role will work as a leader of several project teams supporting clients on a wide variety of engagements covering topics such as financial modeling, financial reporting, mergers and acquisitions, regulatory issues, pricing, and product development, focused especially on annuity products including MYGA, FIA, VA and RILA.
Our clients demand leading edge products and expertise, and as a director with our firm, you can expect to gain tremendous exposure to all facets of life insurance operations.
This position comes with significant upwards potential for a successful and motivated candidate.
Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.
The Role
- Lead parts of large projects or whole small projects to meet client engagement objectives
- Manage and direct more junior colleagues that perform analysis and develop tools, ensuring a high quality work product has been prepared and will be delivered the client
- Share knowledge and experience with other colleagues
- Mentor junior colleagues
- Work collaboratively with others on a project team
- Review peer work product as a quality control measure
- Lead client correspondence in both written and verbal format
- Lead meetings and interactions with clients, managing expections and raise appropriate issues to Client Relationship Managers
- Contribute to development of intellectual capital that leads to our service offerings such as Predictive Analytics, Financial Modeling, Experience Analysis, Regulation Changes among others
- Support revenue generation for the firm by meeting billable hour expectations and generating new business both individually and as part of the broader client relationship management team
- Complete CE requirements to maintain SOA credentials
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