Demo

Consulting Actuary

The Segal Group, Inc
San Francisco, CA Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 3/28/2025

Job Description - Consulting Actuary (WES0000004N)

Description

We are currently recruiting for a Consulting Actuary / Client Relationship Manager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices.

The Opportunity : The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region.

The Role : The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services. Key accountabilities include :

  • Understanding clients’ issues, anticipating clients’ needs (aka : staying ‘ahead of the game’), and navigating the various potential solutions.
  • Establishing rapport and building effective working relationships within client organizations.
  • Innovation of the client deliverable and industry presence.
  • Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry.
  • Applying an understanding of complex actuarial concepts, methods and applications.
  • Collaborating with others at Segal to build and maintain effective and influential client relationships.
  • Leading and / or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market.

The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.

Qualifications

Key Requirements : The qualified candidate must have :

  • Minimum of 9 years of experience within an employee benefits consulting and / or related professional services environment involving exposure to retirement plan strategies, concepts / approaches, design and implementation in the public sector environment.
  • Minimum of an undergraduate degree.
  • Minimum ASA accreditation (FSA preferred).
  • Ability to step immediately into a direct client contact role.
  • Strong business acumen and leadership ability.
  • Demonstrated success as a relationship builder / collaborator.
  • Demonstrated experience and success in managing client relationships.
  • Skill of delivering / presenting complex information into actionable terms that clients will grasp and be able to act upon.
  • Ability to analyze and identify issues to develop solutions.
  • Effective interpersonal and communication (verbal / written) skills.
  • Ability to work collaboratively with a diverse audience of colleagues and clients.
  • Ability and interest to travel as needed to meet with clients and prospects.
  • Diversity, Equity & Inclusion at Segal :

    Please make an application promptly if you are a good match for this role due to high levels of interest.

    We recognize that individuals bring a broad range of experience and abilities that go beyond the technical requirements of a job. If your experience and qualifications are close to what you see described here, we encourage you to apply. Diversity of employment, skills and life experience, combined with passion, are key to innovation and excellence. We encourage individuals , including but not limited to women, minorities, the disabled and protected veterans and those from all other backgrounds to apply to our positions. Please let us know if you require accommodation during the interview process and…thank you for considering Segal.

    About Segal and its Total Rewards Program :

    Segal is a privately owned , leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

    Segal’s total rewards are part of what makes Segal a special place to work. The current salary range for this position is $124,500 to $180,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

    Please Apply…

    Segal is the right size, the right organization and…the right move for you! Please apply now.

    Primary LocationOther Locations

    J-18808-Ljbffr

    Salary : $124,500 - $180,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Consulting Actuary?

    Sign up to receive alerts about other jobs on the Consulting Actuary career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $186,351 - $241,447
    Income Estimation: 
    $170,839 - $220,216
    Income Estimation: 
    $170,839 - $220,216
    Income Estimation: 
    $220,450 - $289,809
    Income Estimation: 
    $75,278 - $94,197
    Income Estimation: 
    $86,566 - $107,585
    Income Estimation: 
    $86,566 - $107,585
    Income Estimation: 
    $109,171 - $137,211
    Income Estimation: 
    $109,171 - $137,211
    Income Estimation: 
    $137,078 - $174,198
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at The Segal Group, Inc

    The Segal Group, Inc
    Hired Organization Address Chicago, IL Full Time
    Is this the role you are looking for If so read on for more details, and make sure to apply today. The Opportunity The S...
    The Segal Group, Inc
    Hired Organization Address Washington, DC Full Time
    Job Description - Compliance Lawyer (Health Benefits) (EAS00000065) Compliance Lawyer (Health Benefits) - (EAS00000065) ...
    The Segal Group, Inc
    Hired Organization Address Chicago, IL Full Time
    Job Description - Compliance Lawyer (Health Benefits) (MID00000058) Compliance Lawyer (Health Benefits) - (MID00000058) ...
    The Segal Group, Inc
    Hired Organization Address San Francisco, CA Full Time
    Before applying for this role, please read the following information about this opportunity found below. We are currentl...

    Not the job you're looking for? Here are some other Consulting Actuary jobs in the San Francisco, CA area that may be a better fit.

    Consulting Actuary

    CCG Business Solutions, LLC, San Francisco, CA

    Consulting Actuary - Pension - 10190

    SC INTERNATIONAL LTD, San Francisco, CA

    AI Assistant is available now!

    Feel free to start your new journey!