AVP, Actuary M&A Strategy

Date: Nov 8, 2025

Primary Location: Radnor, PA, US

Company: Lincoln Financial

Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Work from Home

Work Arrangement:

Remote : Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: will be considered/provided for this opportunity within our company guidelines.

Requisition #: 75159

The Role at a Glance

As the AVP, Actuary M&A Strategy, you’ll lead high-impact initiatives that shape the future of our organization through strategic vision and actuarial expertise. This role combines advanced financial modeling with deep actuarial insight to evaluate and execute transactions that drive enterprise growth. You’ll be responsible for building, evaluating, and maintaining sophisticated models that incorporate statutory, GAAP, and actuarial assumptions ensuring precision in valuation, risk assessment, and deal structuring. Your work will directly support M&A and other strategic transactions, requiring a strong understanding of insurance product dynamics, liability modeling, and capital implications. This is a unique opportunity to influence enterprise strategy, collaborate with senior leadership, and deliver financial and operational outcomes that position the company for long-term success.

What you'll be doing

• Develop and maintain advanced financial and actuarial models to assess potential deals, forecast company performance, and support M&A and strategic initiatives.
• Integrate actuarial assumptions (e.g., mortality, lapse, reserve methodologies) into valuation and deal structuring models to ensure accurate risk and profitability analysis.
• Play a key role in due diligence for M&A transactions, conducting thorough financial and actuarial analysis of target companies, including reserve adequacy and capital requirements.
• Create clear, concise, and compelling presentations for senior management and executive leadership, translating complex actuarial and financial insights into actionable strategies.
• Evaluate and interpret highly complex economic and insurance industry trends to inform short-term and long-term M&A policies and plans.
• Partner with cross-functional teams—including Actuarial, Finance, Risk, Operations, and Legal—to execute deals and lead the transition from transaction to integrated business operations.
• Stay current on industry trends, regulatory changes, and market dynamics to inform modeling assumptions and strategic recommendations.
• Participate as needed on enterprise committees (e.g., Asset Liability, Risk, Product, Capital Management), providing actuarial and strategic expertise.

What we’re looking for

Must-Haves

• 10+ Years experience in M&A, corporate development, actuarial, or finance or a related field, with a strong focus on the life insurance and annuity sectors.
• Extensive experience in building complex financial models, with a demonstrated understanding of life insurance and annuity statutory and GAAP corporate modeling.
• Strong analytical and problem-solving skills, with a meticulous attention to detail.
• Excellent written and verbal communication skills, with the ability to create clean, visually effective presentations that convey a strong narrative.
• Strong interpersonal and relationship management skills. Ability to adapt quickly in a fast paced and dynamic work environment

Preferred

• ASA or FSA designation

Application Deadline

Applications for this position will be accepted through February, 28, 2026, subject to earlier closure due to applicant volume.

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

The pay range for this position is $125,800 - $229,100 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.