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Serve as a senior compensation advisor managing enterprise compensation programs. Provide consultation, job evaluation, market benchmarking, survey analysis, and pay-for-performance processes. Lead compensation education, governance, process improvements, and cross-functional initiatives. Use data-driven insights and advanced Excel to influence pay decisions, ensure internal equity, and align programs with business strategy.

Lead stewardship of the firm's investment data ecosystem: govern classifications, data quality, ETL, reconciliations, vendor feeds, and reporting. Serve as business product owner for the investment data warehouse, support close processes, enable analytics tooling, coach analysts, and lead data workstreams for system implementations and modernization.

Provide quantitative analytics and reporting for private credit portfolios (Direct Lending, Asset-Based Finance, Structured Credit). Build and automate models, dashboards, and data workflows; validate and reconcile investment data; support underwriting, portfolio monitoring, risk oversight, and senior reporting; collaborate with investment, risk, finance, operations, and technology teams.

Process after-issue life insurance and annuity policy changes, review requests for completeness, order underwriting requirements, calculate premium/commission impacts, update systems, maintain records, support audits, and collaborate with producers, policy owners, and internal teams to resolve servicing requests.

Produce and maintain actuarial and valuation models, prepare reports and documentation, analyze actuarial/financial data, identify process improvements, solve complex problems, and support non-actuarial teams. Participate in Actuarial Development Program and exam support.

Lead and evolve the enterprise project management practice to translate strategy into outcomes. Design value-based delivery systems, optimize portfolio sequencing and flow, reduce decision latency, establish governance and decision frameworks, and align stakeholders across strategy, business, and technology to scale high-performing PM capabilities in the Life and Annuity industry.

The Actuary - Inforce Management leads actuarial pricing initiatives, translating analysis into insights for business decisions and managing core processes like pricing and assumption development.

Lead and manage income tax provision and compliance under ASC 740/SSAP 101. Oversee forecasting, filings, tax planning, audits, external advisors, process improvements, and cross-functional tax support. Mentor tax team and support special projects.

Responsible for managing reinsurance accounting processes, preparing journal entries, reconciling settlement statements, and collaborating with teams to improve efficiency and compliance.

Lead and coach a team of Internal Sales Specialists supporting life insurance and annuity sales. Align sales desk activity with field needs, drive performance, develop talent, improve processes using CRM and reporting, partner with distribution and cross-functional teams, gather field feedback, and travel as needed for training and engagement.