Financial/Actuarial Director

3 weeks ago


Charlotte, United States WTW Full time
Candidates located in any of the following cities will be considered:

Arlington, VA, Atlanta, GA, Glen Allen, VA, Hunt Valley, MD, Nashville, TN, Potomac, MD, or Tampa, FL

As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.

  • Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
  • Leads Medium to Large clients' financial/actuarial engagements
  • Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
  • Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
  • Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
  • Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
  • Builds relationships internally and collaborates effectively on cross-functional teams


  • 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
  • Proven ability to generate revenue
  • Track record of success in managing and growing client relationships
  • Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
  • Proven ability to lead data analytic projects
  • Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
  • Ability to leverage judgement and past experiences to predict which methods will work
  • Multiple years of experience across one or multiple client segments
  • An executive presence with polished and well developed written and oral communication skills
  • Superior ability to influence and collaborate with senior management and work across all levels of an organization
  • Excellent Microsoft Office skills, particularly in Excel and PowerPoint
  • State Life and Health license required within 90 days of joining
  • Actuarial designation and current continuing education (optional)

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( Washington State only )
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).


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