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Director of Actuarial Services

July Business Services

in Remote / Waco TX

Logo for July Business Services

Job Description

As JULY’s Director of Actuarial Services, you will enjoy the unique opportunity and challenge of managing and helping build our firm’s DB and Cash Balance practice. As you demonstrate excellence as a producing actuary and department manager, you will find opportunity for leadership growth in our organization over the next three to five years. The Director of Actuarial Services reports to JULY’s Chief Operating Officer.

About JULY

July Business Services is a growing, innovative retirement plan services firm headquartered in Waco, Texas.  In addition to our home office location, we support a thriving virtual workforce with a strong company culture where employees can grow and develop their professional talents.  JULY provides high quality retirement plan services to over 5,000 small and mid-sized employers, representing more than 120,000 plan participants.  We offer competitive salaries and benefits and a family-friendly culture. 

Job Duties

  • Provide training and supervision to actuarial team members on operational and technical matters, including U.S. and overseas team members.  
  • Review valuations, confirm plan funding calculations, review plan testing, sign Schedule SB, approve PBGC filings, review benefit calculations, and assist with plan terminations and departures.
  • Oversee technical service delivery include escalation and training for 20+ Client Service Managers.
  • Work with our national sales team to prepare illustrations for prospective clients and serve as a technical sales resource.
  • Manage actuarial team members and their workload, including managing departmental metrics.
  • Collaborate with other operational leaders on enhancing JULY’s processes, products, and services.

Skills / Experience / Credentials

  • Enrolled Actuary (EA) designation.
  • 7+ years of retirement plan experience.
  • Extensive experience with small business retirement plans.
  • Leadership and employee management skills.
  • Desire and aptitude for being a strong, collaborative team member.

Benefits

  • 401(k) Plan with fully vested 5% employer match.
  • Company pays 100% of employee health insurance.
  • Four weeks of Paid Time Off.
  • Other miscellaneous employee benefits.

How to Apply

Email your resume to employment@julyservices.com.


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