Managing Director, Pension & Retirement Plan Actuarial

Job description

# Managing Director, Pension & Retirement Plan Actuarial *Business Unit Leader | United States* ## About Infinity Constellation Professional services firms have historically grown by adding headcount: more analysts, associates, and support staff to serve more clients. Infinity Constellation is built on a different thesis. A small team, led by an outstanding credentialed practitioner and paired with an AI backbone that handles everything else, can now do what used to take dozens of people. We are building independent, high-margin business units (BUs) inside a single company. Each unit is built around one or two core people and supported by Infinity's technology platform and our engineering and product teams, which take over HR, accounting, finance, and data-processing work. The practitioner keeps selling the same service, to the same buyers, at the same or better quality, but serves far more clients per person. Pension and retirement plan actuarial work is one of our three founding verticals. ## The Role We are looking for a Managing Director to found and lead Infinity's Pension & Retirement Plan Actuarial business unit. You will be the credentialed actuary whose sign-off stands behind the work, and the leader who builds the client base and defines the offering. You will build a practice that carries far more plans per person than a traditional actuarial shop, with Infinity building the tools that take over the analytical labor. This is an entrepreneurial role with real upside: you shape the service offering, the team, and the tooling roadmap, and you share directly in the value you create. ## About the Practice Pension and retirement plan actuarial work covers the calculations and filings that keep employer retirement plans funded, compliant, and properly accounted for: funding valuations, accounting disclosures, and regulatory reporting. All of it ultimately requires a credentialed actuary's sign-off. The market ranges from large, fully integrated providers that bundle actuarial consulting with recordkeeping, participant payouts, and investment management, to boutique regional firms doing $10-30M a year in revenue that few outside the industry have heard of. In most organizations, much of the underlying analysis is already performed by non-credentialed analysts using proprietary or third-party calculation software, with the actuary reviewing and signing off. That split between credentialed judgment and analytical labor is exactly what Infinity's AI backbone is built to take over. The work is regulatory and recurring: plans need annual valuations and filings regardless of the broader economy. ## What You Will Do - **Lead the business unit:** Run the Pension & Retirement Plan Actuarial BU end to end, including strategy, client relationships, quality, and financial performance. - **Provide actuarial sign-off:** Serve as the credentialed actuary of record, with sign-off authority on funding valuations and related work. - **Originate and grow the client base:** Bring a portable book of business, or build one quickly through your credibility and relationships. - **Define the offering:** Decide how narrow or wide to build the service, from purely actuarial consulting to something closer to the bundled model larger competitors offer. We expect you to have a strong opinion. - **Decide what moves first:** Identify which parts of the work (data preparation, funding and accounting reports, form completion) should move to an AI-driven workflow first. - **Validate the calculation engine:** Work with Infinity's engineering team on the approach to calculations. Near term, we expect to run existing third-party actuarial software in parallel with an Infinity-built alternative, validating that outputs match, and to retire the third-party tool once we trust our own. - **Build the team:** Hire and develop analysts and supporting staff as the book grows, keeping the team deliberately lean. - **Collaborate across Infinity:** Partner with other business unit leaders on cross-selling to shared clients as the portfolio grows. ## What We're Looking For - **Credential:** An Enrolled Actuary, or actuarial team lead holding the credentials required to sign funding valuations. - **Pension and retirement plan experience:** Deep experience with funding valuations, accounting disclosures, and regulatory reporting for employer-sponsored plans. - **A portable book of business:** Existing client relationships that will follow you, or the credibility to build a client base quickly. - **Senior practitioner or already independent:** Either a senior non-partner deep in delivering the service today and ready to build a practice with real upside, or a practitioner who has already gone independent and wants to be super-powered by Infinity: the backbone, tooling, and capital to carry far more work without rebuilding a firm around yourself. - **A point of view on automation:** You have a view on where AI-driven workflows can replace analyst labor and how to validate the results. - **Entrepreneurial mindset:** Energized by rebuilding the firm itself rather than building software to sell to existing firms. - **Location:** Based in the United States. Our business units currently serve US clients only. ## Compensation Compensation follows the same structure across all Infinity business units: - Market base salary - Uncapped variable compensation tied to revenue generated - An equity grant in Infinity ## Why Infinity - Real upside: build and lead a business unit with compensation tied directly to your results, including uncapped variable pay and an equity grant in Infinity. - A shared backbone: HR, accounting, and finance handled by Infinity's platform and teams, so your time goes to client relationships and technical judgment. - Tools built for your practice: engineering and product resources dedicated to taking over the analytical work. - A growing network: as Infinity scales its portfolio of business units, you'll be part of a larger network of practices serving overlapping clients.