Infinity Constellation Managing Director, Pension & Retirement Plan Actuarial at Infinity Constellation leads the actuarial business unit. Provides credentialed actuarial sign-off and grows client base.
Responsibilities
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.
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.
Qualification
CredentialPension and retirement plan experienceA portable book of businessA point of view on automationEntrepreneurial mindsetLocation
Required
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.