Director of Retirement Underwriting

Job Summary

A company is looking for a Director of Retirement Underwriting.

Key Responsibilities

• Design and implement underwriting processes to enhance collaboration and efficiency in the retirement plan sales process
• Utilize technology and AI to optimize underwriting workflows and improve risk assessment accuracy
• Lead change management efforts to establish a scalable underwriting model for the U.S. retirement plan business

Required Qualifications

• Expertise in U.S. retirement recordkeeping and related ecosystems
• Bachelor's degree in finance, business administration, or a related field
• Minimum of ten years of experience in U.S. retirement
• Strong understanding of underwriting principles and risk management
• Proven experience in operationalizing product catalogs and implementing structured processes