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Director of Retirement Underwriting

7/11/2025

Remote

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

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