Defined Benefit Consultant
Benefits consultant job at Ascensus
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports, participant statements and annual testing
Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
Assist auditors if a plan is subject to an audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
* Bachelors degree preferred
* 3-5 or more years ERISA experience in the retirement industry
* Experience in analysis of financial data required
* Experience in Relius software desirable, but not required
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytic mentality associated with problem solving skills
* Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
* Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Benefits Advisor (Mid-Level) - Health & Wellness
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Program and vendor management for the vision and dental plans.
Subject matter expert for the wellness and fitness reimbursement programs.
Oversee family building program.
Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings.
Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually.
Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services.
Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions.
Assists with raised issues on benefit programs.
Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy.
Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants.
Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs.
Evaluates the efficiency and impact of changes for benefits programs and initiatives.
Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings.
Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations.
Assists with benefit projects and initiatives and serves on cross functional teams.
Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives.
Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations.
Experience leading and/or running projects/programs.
Working knowledge of data analysis tools and techniques.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints.
Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
Compensation range: The salary range for this position is: $77,120.00 - $147,390.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBenefits Advisor (Mid-Level) - Health & Wellness
Charlotte, NC jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Program and vendor management for the vision and dental plans.
Subject matter expert for the wellness and fitness reimbursement programs.
Oversee family building program.
Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings.
Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually.
Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services.
Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions.
Assists with raised issues on benefit programs.
Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy.
Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants.
Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs.
Evaluates the efficiency and impact of changes for benefits programs and initiatives.
Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings.
Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations.
Assists with benefit projects and initiatives and serves on cross functional teams.
Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives.
Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations.
Experience leading and/or running projects/programs.
Working knowledge of data analysis tools and techniques.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints.
Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
Compensation range: The salary range for this position is: $77,120.00 - $147,390.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBenefits Advisor (Mid-Level) - Health & Wellness
Chesapeake, VA jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA.
We offer a flexible work environment that requires an individual to be in the office 4 days per week.
This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is not available for this position.
What you'll do:
Program and vendor management for the vision and dental plans.
Subject matter expert for the wellness and fitness reimbursement programs.
Oversee family building program.
Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings.
Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually.
Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services.
Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers.
Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions.
Assists with raised issues on benefit programs.
Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy.
Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants.
Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs.
Evaluates the efficiency and impact of changes for benefits programs and initiatives.
Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings.
Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations.
Assists with benefit projects and initiatives and serves on cross functional teams.
Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives.
Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources.
Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations.
Experience leading and/or running projects/programs.
Working knowledge of data analysis tools and techniques.
Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs.
Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints.
Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans.
Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint.
Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA.
Compensation range: The salary range for this position is: $77,120.00 - $147,390.00.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyWorkday Payroll Consultant
New York, NY jobs
Senior Workday Payroll Consultant - 9-12 Month Contract
Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations.
This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation.
Key Responsibilities:
Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce.
Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs.
Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders.
Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules.
Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia.
Support aspects of global payroll for Canada, France, and the UK.
Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing.
Work closely with technical teams to resolve payroll, integration, and data issues.
Support payroll data migration and validation, including balances and year-to-date figures.
Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities.
Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration.
Support knowledge transfer and help establish strong operational processes for the business.
Required Experience:
5+ years of Workday Payroll experience, including at least one full end-to-end implementation.
Strong background delivering payroll solutions within manufacturing or similarly regulated environments.
Proven experience supporting unionised payroll populations.
Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle).
Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA.
Exposure to global payroll operations (Canada, France, and the UK) highly desirable.
Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing.
Confident working directly with senior stakeholders on requirements gathering and solution design.
Strong reporting, reconciliation, and audit support experience.
Excellent communication skills and the ability to work in fast-paced, large programme environments.
This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
Workplace Advice Consultant
Roanoke, TX jobs
Regular
Your opportunity
Schwab's Workplace Branch organization is at the heart of our firm's commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you'll introduce plan participants to the breadth of Schwab's Retail and Workplace offerings through a planning-led approach.
As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services ("SPS") and Schwab Retirement Plan Services ("RPS") corporate relationship(s) on a team-basis. Acting as the "face of Schwab" for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter.
If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you.
What you have
Required:
A valid and active Series 7 license is required
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred:
Bachelor's degree or equivalent work experience preferred.
Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients.
Experience, comfort, and confidence presenting 1:1 or virtually.
A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
A solid understanding of corporate sponsor and consultant relationships.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Middleware Consultant
Irving, TX jobs
Title: Middleware SRE with Strong experience in Scripting and Automation
Job Type: Fulltime role
Responsibilities:
Identify work which is TOIL and make effort to reduce it.
Automate manual activities, repetitive processes, reporting, controls, etc., configure and tune them.
Continuously improve systems resiliency, reliability, and business cost - through design and development of solutions and streamlined processes.
Mitigate risk by analyzing the root cause of production issues, impacts to business, and required corrective actions.
Qualifications:
Understanding of SRE principles, Production Support Operations, DevOps, CI/CD, Scripting.
Knowledge of Messaging Technologies (Confluent Kafka/Solace/WebSphere MQ/Tibco Products) Nastel/AppDynamics/Splunk will be additional value.
Extensive experience working with and customizing automation scripts - Python/Ansible are currently used.
Experience working in Financial Services or a large complex and/or global environment.
Comprehensive knowledge of design metrics, analytics tools, benchmarking activities and related reporting to identify best practices.
Ability to work independently, multi-task, and take ownership of various parts of a project or initiative.
Ability to work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements.
You should be technically familiar with IBM MQ, Solace, Abinitio, and Tibco products.
Closing Consultant
Richmond, VA jobs
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
Benefits Consultant - Health & Welfare
San Diego, CA jobs
Job Description About Us:
Rael & Letson is an independent employee benefits consulting and actuarial services firm. We serve as a trusted advisor to multiemployer and other retirement and health plans, helping bring high quality benefits to working people. We partner with our clients to design, implement, evaluate and communicate innovative and cost-effective benefit programs customized to their unique needs. Our clients rely on our deep industry expertise and experience to achieve their plans' goals.
Responsibilities:
The Health & Welfare Benefits Consultant develops and manages client relationships, leads consulting activities, coordinates with internal client teams to complete required work, and participates in the development of the firm. The role of the Benefits Consultant is to:
Manage client relationships, including:
Establishing rapport and building effective working relationships with clients and their organizations
Understanding client issues, anticipating client needs, and identifying potential solutions
Attending regularly scheduled client meetings
Collaborating with other professional service providers (administrators, attorneys, auditors, etc.)
Presenting complex information in terms that clients can act upon
Direct consulting activities, including:
Project management
Coordinating and directing Rael &Letson client teams in ongoing consulting work and special projects
Providing creative, innovative and strategic expertise to clients and colleagues around issues and emerging developments in the employee benefits industry
Managing relationships with carriers, vendors and benefit providers, including negotiation of contracts and renewals
Manage and grow business, including:
Managing client revenue and profitability
Collaborating with others in Rael & Letson to address clients' needs through our full array of services.
Building and maintaining effective and influential client relationships and networks
Leading and/or participating in new business development initiatives for existing and prospective clients
Professional and firm development, including:
Participating in training and professional development to further knowledge and expertise
Attending and contributing to Health & Welfare Practice and Firm meetings
Playing a proactive role in mentoring and training staff
Contributing to special projects or assignments within the Practice
Necessary Skills and Attributes:
Strong analytical and problem-solving abilities
Excellent verbal and written communication skills
Effective presentation skills, in-person and virtual
Ability to work in a fast-paced environment and manage multiple priorities
Willingness to travel as needed to meet with clients and prospects
Demonstrated success as a relationship builder/collaborator
Ability to work independently as well as in a team
Computer / Software skills: Strong proficiency with general Office software such as Word, Excel, PowerPoint, Outlook, SharePoint, Teams
Strong understanding of financial reports, renewal calculations, annual projections, etc., and ability to conduct a high-level review and assess reasonableness of results
Preferred Education and Experience:
Work Experience: Minimum of 8 years of experience within an employee benefits consulting firm and/or related professional services environment involving exposure to health plan strategies, concepts/approaches, design and implementation
Experience with multiemployer and/or public sector health and welfare benefit plans
Education: Undergraduate degree, or equivalent work experience
Certificates and Licenses: Appropriate insurance licensing; CEBS and/or Actuarial credential(s) a plus
Location and Travel:
This position will be hybrid if there is a reasonable commuting distance for the person hired to: San Mateo, CA / Seattle, WA / San Diego, CA. Ability to spend some time in-office is preferred and travel may be required up to 15% of the time, including overnight trips.
Company Culture:
We are a friendly, professional team and are open to flexible work arrangements (including some working from home and schedule flexibility), as long as business needs are covered.
At Rael & Letson, we are committed to a culture of diversity and inclusiveness, as demonstrated through our recruitment, retention, and employee development programs. We maintain an environment that respects and builds on the assets and talents of each person, valuing their unique backgrounds including - but not limited to - gender and gender identity, race, ethnicity, sexual orientation, disability status, veteran status, age, and religion. Fostering a diverse and inclusive environment is critical to our success, allows us to attract and retain the best talent and enables us to support one another's professional success.
Total Comp and Benefits:
In addition to competitive base pay, this position is eligible for our annual bonus program.
We are proud to offer excellent benefits including a 401k with a 5% company contribution, available medical, dental, vision, life and disability coverage, ESOP, generous paid time off, and more.
Pharmacy Benefit Manager (PBM) Market Regulation Consultant
Florida jobs
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Pharmacy Benefit Manager (PBM) Market Regulation Compliance Consultant
Position is work from home (USA)
Risk & Regulatory Consulting, LLC
Specific Duties and Responsibilities:
Assess PBM compliance with state and federal laws. Understanding of the PBM operations in relation to the pharmaceutical supply chain is essential.
Evaluate PBM contracts with health plans and pharmacies to determine if they contain discriminatory or non-compliant provisions
Perform comparative reviews of MAC pricing lists/contracts
Conduct reimbursement methodology reviews, pharmacy audit reviews and network adequacy reviews
Validate and analyze the quarterly and annual data reports
Monitor PBM marketplace activities and trends
Document in writing findings and reports of examinations, as needed
Prepare and present training on such topics
Participate in practice development activities with state and federal state agencies
Requirements:
Must have 5+ years of PBM operational and/or compliance/internal audit experience and prior consulting experience in healthcare, managed care, or PBM industries and working knowledge of Pharmacy Benefit Managed Care business or PBM experience
Bachelor's Degree in Business, Risk Management, Accounting, Finance or applicable fields
Ability to interact effectively across department lines and with all levels of management
Must understand the fundamentals of the pharmaceutical supply chain, Maximum Allowable Cost (MAC) pricing, national average drug acquisition cost (NADAC) reimbursements, spread pricing, and pharmacy claims and balancing clinical, regulatory, pharmaceutical industry issues.
Proficient at using Microsoft Office (Word, Excel, Access, PowerPoint, and Outlook)
Effective written and oral communication skills
Regulatory experience is a plus
Strong analytical abilities and attention to detail
Self-directed and the ability to problem solve in a positive, productive manner
Strong communication skills, collaborative, adaptable to changing priorities and ability to execute on tight deadlines Strong team orientation and the ability to work with a variety of people
Must be comfortable doing presentations and conducting phone calls with multiple clients and team members
Travel as needed, minimal
Preferred
IRES Designation such as Certified Insurance Examiner, Accredited Insurance Examiner or Market Conduct Management or a certified PBM designation.
Risk & Regulatory Consulting, LLC (RRC) was formerly a business segment of RSM US LLP (formerly McGladrey) until 2012 when the separate legal entity was formed. RRC is a strategic business partner with RSM providing actuarial and insurance industry consulting services to RSM clients.
Risk & Regulatory Consulting, LLC (RRC) is a national, leading professional services firm dedicated to providing exceptional regulatory services to clients. With over 100 experienced insurance professionals located in 22 states, we believe RRC is uniquely positioned to serve state insurance departments. We offer services in the following regulatory areas: financial examinations, market conduct examinations, insolvency and receiverships, actuarial services and valuations, investment analysis, reinsurance expertise, market analysis and compliance, and special projects. We are a results oriented firm committed to success that builds long term relationships with our clients.
RRC is managed by eight partners and our practice includes full time professionals dedicated to our regulatory clients. We are focused on listening to your needs and designing customized examination, consulting, and training solutions that address your needs. We bring multiple service lines together to provide superior and seamless service to our clients. We are committed to training our customers and our team. We have developed various comprehensive in house training programs that have been tailored to meet the needs of our regulatory clients. We offer competitive pricing, outstanding experience, credentials and references. RRC is an active participant in the NAIC, SOFE, and IRES.
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $69,800 - $132,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplySenior Employee Benefits Consultant - American Heritage
Washington, DC jobs
The next part of your journey is right around the corner - with The Standard.
A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?
The Standard has completed the acquisition of the Employer Voluntary Benefits business from Allstate. This deal enhances our competitive position in the market with a comprehensive offering of workplace benefits products and capabilities.
JOB SUMMARY
Our Voluntary Benefits Division is growing! We are looking for a Senior Employee Benefits Consultant who will be responsible for recruiting, training, educating, motivating and maintaining National and Regional Broker Partners to sell, service and conserve business in order to ensure profitable growth and to meet sales objectives established for an assigned market within the mid-Atlantic territory, which includes DC, MD and VA.
Recruiting new producers, training, achievement of premium growth objectives, and the servicing and conservation of insurance in force.
Make qualified calls on groups with producers and provide enrollment support on a new producers first couple of accounts opened. The Sales Representative provides training and on-going development of producers in assigned areas in the region.
Responsible for maintaining a positive working relationship with Sales Support, Underwriting, Policyholder Services, Billing Support, Compliance, Commission Accounting, and Home Office personnel.
Meet or exceed assigned production plan.
Recruit, train, motivate and develop producers throughout assigned area in the region.
Contribute to effective relationships between the producers and Home Office departments.
Help analyze markets and formulate recruiting programs, secure producers who will effectively produce quality premiums.
Work with producers to help bring value to their existing book of business and develop new opportunities.
Provide feedback on changes in the marketplace.
Help implement and support the corporate strategy including cross-selling partner products.
* Must reside within the territory to be considered for this role. *
* Must have an established broker network within the territory to be considered for this role. *
* Ability to travel as needed within the territory is required for this role. *
Skills and Background You'll Need
Prior experience in voluntary and/or employee benefits required.
Must possess an established broker network within the defined territory.
The ability to travel as needed throughout the defined territory is required.
LICENSING: Life & Health licenses required. If not currently licensed, licensing must be obtained upon hire.
EDUCATION: Bachelor's degree preferred.
EXPERIENCE: 10+ years of voluntary and/or employee benefits sales experience.
Key Behaviors of a Successful Candidate
Customer Focus. Understanding needs of internal and external clients.
Driving Success. Proactive approach to developing a team that exceeds expectations.
Winning Together: Work as a collaborative member on the Employee Benefits team strategizing and driving sales success.
#LI-REMOTE
Why Join The Standard?
We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools
In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about
working at The Standard.
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.
Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.
Salary Range:
$200k - $300k+, which includes a base salary and target incentive compensation
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
Auto-ApplyDefined Benefit Consultant
Benefits consultant job at Ascensus
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates.
Section 2: Job Functions, Essential Duties and Responsibilities
Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients
Provide effective verbal and written communications in a clear, concise and informative manner
Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable
Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations.
Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
Assist clients with Service and IRS Plan terminations
Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
Complete/Assist with payroll processing as required by the products assigned
Accountable for all aspects of valuation reports, participant statements and annual testing
Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g)
Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable
Review distribution paperwork and coordinate processing of distributions with asset holder
Review loan paperwork and coordinate processing of loans with asset holder
Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing
Assist auditors if a plan is subject to an audit
Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys)
As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business
Assist with other tasks and projects as assigned
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
Section 3: Experience, Skills, Knowledge Requirements
* Bachelors degree preferred
* 3-5 or more years ERISA experience in the retirement industry
* Experience in analysis of financial data required
* Experience in Relius software desirable, but not required
* Strong Word, Excel, and Outlook skills
* Strong written and oral communication skills
* Strong analytic mentality associated with problem solving skills
* Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters
* Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Benefits Manager
Carmel, IN jobs
The Benefits Manager plays a key role in defining and executing our benefits strategy by developing, implementing, and managing benefits. This position is responsible for the ongoing operations of benefits programs, program compliance, and analysis related to providing strategic and design recommendations to executive management. This position also provides exceptional service to employees, benefits vendors, and advisors.
Success in the role requires an individual to be both strategic and hands-on in leading all facets of benefits. The successful candidate will work to ensure our benefits are competitive and drive business results while both reflecting and enhancing our culture.
A successful Benefits Manager will know how to do the following confidently and independently
Benefits Administration and Employee Support (60%):
Manages day-to-day benefits matters as employees primary point of contact as internal subject matter expert, including coverage questions, claims inquiries, enrollments, coverage terminations, and other qualifying event changes.
Works with outside benefits advisors for escalated employee benefits matters.
Adapts, documents, and maintains administrative procedures for benefits processes.
Plans, prepares, and delivers written and verbal information and conducts employee meetings and presentations, including open enrollments, to provide benefits education.
Promotes wellness and other initiatives that support employee well-being.
Reviews, verifies, and reconciles invoices for related benefits plans.
Vendors and Compliance (25%)
Serves as the primary contact for outside benefits advisors and vendors.
Maintains complete and accurate employee benefits records and manages related audits, processes, and controls to ensure completion and accuracy.
Manages the overall execution of the 401k plan including completion of all compliance activities.
Oversees and completes relevant 5500 filings, related audits, and ACA reporting.
Maintains knowledge of and ensures compliance with all applicable federal and state laws and regulations including ACA, ERISA, HIPAA, FMLA, COBRA, ADA, ADAAA, and FLSA.
Strategic Planning and Stakeholder Engagement (15%)
Monitors key benefits plan data and provides high-quality reporting to HR leadership and benefits committee.
Researches, analyzes, and recommends benefits programs.
Evaluates benchmarks and competitive trends, in conjunction with outside advisors, for benefits offered by other organizations.
Collaborates with HR leadership and benefits committee to align benefits strategy with organizational goals.
Prepares executive summaries and presents updates to leadership.
Requirements:
What we are looking for
Minimum of 5 years of experience in benefits planning, administration, and analysis.
Must demonstrate intermediate to advanced understanding of medical, dental, vision, disability, life, FSA, HSA, TSA, 401k, and similar employee benefits; benefits certification preferred.
Demonstrated experience building relationships with vendors, advisors, and internal stakeholders to ensure effective collaboration, support, and service.
Strong knowledge of federal, state, and local laws regarding employee benefits.
Excellent written and verbal communication skills and ability to clearly interpret and explain benefits plans and policy features to broad audience types and sizes.
Experience within HRIS applications, Paylocity experience is a plus.
Strong analytical, problem solving, and project management skills.
Collaborative, inclusive approach to planning and project management.
Ability to develop effective processes to produce consistent, accurate outcomes.
Intermediate user of Excel, Word, Outlook, PowerPoint, and Teams.
Ability to work independently and in a team.
Must demonstrate a history of excellent teamwork, a positive attitude, personal accountability, high integrity, enduring commitment, and high empathy.
About Merchants
Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana.
Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (20162022). For more information read the entire article here.
PM20 #BK
PIf38bf984d185-31181-39147518
Consultant, Retirement Benefits Accounting
Plano, TX jobs
Who we are Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solutions designed to enhance lives and delight those we serve. We're looking for talented team members who want to Dream. Do. Grow. with us.
To save time applying, Toyota does not offer sponsorship of job applicants for employment-based visas or any other work authorization for this position at this time.
Who we're looking for
Toyota's Corporate Accounting Department is looking for a passionate and highly motivated Consultant, Retirement
Benefits Accounting.
The primary responsibility of this role is to lead the accounting, financial reporting, audit coordination, and strategic
management of pension and retirement benefit plans, partnering with cross-functional senior leadership, external auditors,
and actuaries to ensure compliance, accuracy, and operational efficiency.
Reporting to the Senior Manager, Corporate Accounting, the person in this role will support the Corporate Accounting's
department's objective to ensure the accurate accounting, reporting, and compliance of all pension and retirement benefit
plans across the organization by providing financial oversight, maintaining strong internal controls, supporting regulatory
and audit requirements, and delivering timely, reliable information to executive leadership and stakeholders for informed
decision-making.
What you'll be doing
* Manage the annual Benefit Plan Audit across multiple divisions, coordinating with senior stakeholders in HR
Benefits, Payroll, Treasury, Tax, Legal, Finance, and external auditors (Senior to Partner level).
* Complete the financial statement disclosure checklist in support of the Benefit Plan audit process
* Serve as the primary point of contact for external auditors during benefit plan audit, coordinate audit requests,
provide documentation and resolve inquiries in a timely manner.
* Present audited financial statements to executive level management such as the TMNA CAO and CFO
Prepare audited financial statements for U.S. Savings, Pension, and Post-Retirement Benefit Plans.
* Draft annual pension footnote disclosures for inclusion in Toyota's consolidated financial statements (TMNA
AFS).
* Review financial statements, reports, and disclosures to ensure accuracy and compliance with GAAP, IFRS, and
regulatory requirements.
* Lead month-end and year-end close processes for retirement benefit accounts, including preparation and posting
of US GAAP and IFRS journal entries.
* Review and approve general ledger account reconciliations related to retirement plan assets and liabilities.
* Monitor and analyze pension plan assets, liabilities, funding status, and cash flows on a quarterly basis.
* Research, evaluate, and document technical accounting positions related to retirement benefits, including policy
changes and regulatory updates.
* Oversee accounting and participation in unionized retirement plans across North American entities.
* Support corporate initiatives and special projects involving plan mergers, acquisitions, and design changes.
* Partner with external actuarial firms (e.g., Willis Towers Watson) to coordinate deliverables, review reports, and
evaluate plan obligations.
* Assess the financial impact of legislative or plan changes on company operations and financial statements.
* Respond to inquiries from internal and external stakeholders, including auditors, regulators, and employees, on
pension and retirement benefit matters.
* Prepare executive-level reports and presentations related to pension accounting and benefit plan performance.
* Ensure compliance with Sarbanes-Oxley (SOX) requirements and controls, for all retirement and benefit plan
accounting processes
What you bring
* Bachelor's degree in Accounting
* 7+ years of accounting experience (in similar field and/or industry)
* Mixture of public/private accounting experience
* CPA License
* Enthusiastic self-starter with ability to tackle multiple projects simultaneously.
* Strong US GAAP Knowledge
* Strong leadership skills in taking the initiative to lead Kaizen efforts and change management
* Broad financial analytical skills
Added bonus if you have
* Familiarity with Toyota business operations and accounting processes
* Strong pension accounting knowledge
* Experience with SAP S4/HANA
* Experience using Blackline
What We'll Bring
During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include:
* A work environment built on teamwork, flexibility and respect
* Professional growth and development programs to help advance your career, as well as tuition reimbursement
* Team Member Vehicle Purchase Discount
* Toyota Team Member Lease Vehicle Program (if applicable)
* Comprehensive health care and wellness plans for your entire family
* Toyota 401(k) Savings Plan featuring a company match, as well as an annual retirement contribution from Toyota regardless of whether you contribute
* Paid holidays and paid time off
* Referral services related to prenatal services, adoption, childcare, schools and more
* Tax Advantaged Accounts (Health Savings Account, Health Care FSA, Dependent Care FSA)
* Relocation assistance (if applicable)
Belonging at Toyota
Our success begins and ends with our people. We embrace all perspectives and value unique human experiences. Respect for all is our North Star. Toyota is proud to have 10+ different Business Partnering Groups across 100 different North American chapter locations that support team members' efforts to dream, do and grow without questioning that they belong.
Applicants for our positions are considered without regard to race, ethnicity, national origin, sex, sexual orientation, gender identity or expression, age, disability, religion, military or veteran status, or any other characteristics protected by law.
Have a question, need assistance with your application or do you require any special accommodations? Please send an email to *****************************.
Auto-ApplyBenefits Manager - Human Resources
Austin, TX jobs
PURPOSE OF JOB This position will be responsible for the administration and management of our employee benefits programs, ensuring that benefits are competitive, compliant, and meet the needs of our diverse workforce. The Benefits Manager will work closely with the HR team and other departments to implement and maintain employee benefit plans and initiatives, as well as provide excellent support to employees regarding benefit-related matters.
MAIN RESPONSIBILITIES AND DUTIES
BENEFITS
* Oversee the design, implementation, and administration of employee benefits programs, including health, dental, vision, life insurance, disability, retirement, wellness, and other benefits offerings.
* Collaborate with external vendors, brokers, and insurance providers to ensure the company's benefits offerings remain competitive, cost-effective, and compliant with regulatory requirements.
* Ensure accurate and timely enrollment, changes, and terminations of benefits for all employees.
* Ensure that all benefits programs comply with federal, state, and local regulations, including ERISA, HIPAA, ACA, FMLA, COBRA, and other applicable laws.
* Monitor and update benefits plans to ensure compliance with new legislation and regulatory changes.
* Serve as the point of contact for employees regarding benefits inquiries, providing guidance and assistance on benefit options, claims issues, and enrollment procedures.
* Develop and implement employee communication strategies to ensure understanding and engagement with available benefits programs.
* Maintain accurate records of employee benefits data, ensuring that all information is up-to-date and compliant with company policies and legal requirements.
* Prepare regular reports on benefits usage, costs, trends, and performance metrics for leadership review.
* Perform regular audits of benefits data to ensure accuracy and resolve discrepancies.
* Continuously assess the effectiveness and competitiveness of JTC USA's benefits offerings, proposing new initiatives or adjustments as needed to enhance employee satisfaction and retention.
* Work with senior leadership to align benefits offerings with company goals, culture, and employee needs.
* Manage relationships with third-party vendors, including benefits brokers and providers, to ensure effective service delivery and cost management.
* Assist in the management of the annual benefits budget, working to optimize spending without compromising on employee satisfaction.
GENERAL
* Actively contribute and be a key member of a HR team building effective working relationships to ensure procedures are accurately followed, allowing for continuity of service during busy periods or times of absence.
* Uphold the professional standards expected of an HR practitioner and act as a role model of excellence with all clients, internally and externally.
* Maintain the highest standard of confidentiality and security in terms of employee data and business information. Treat all HR data in line with GDPR and maintain an ongoing awareness of GDPR legislation.
* Maintain accuracy when handling either employee or company specific data and ensure that the integrity of process is maintained. Follow four eye check protocol and fully complete check lists as required, including providing assistance to other HR colleagues who need support with four eye checks.
* Contribute to the wider HR team, supporting ad hoc projects, exchanging knowledge and supporting standards of good practice.
* Develop self and maintain knowledge in relevant field at all times.
* Consistently demonstrate JTC core values and expected behaviors.
* Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
* Adhere to JTC core values and expected behaviors.
* Adhere to CPD requirements in accordance with qualification level.
* Any other duties as deemed necessary by Management.
ESSENTIAL REQUIRMENTS
* Bachelor's degree in Human Resources, Business Administration, or related field (required).
* A minimum of 5 years of experience in employee benefits management, preferably in a corporate or global environment.
* Strong experience with the creation and implementation of benefits packages.
* Extensive knowledge of employee benefits programs, regulations, and industry best practices.
* Experience with benefits administration software and systems (e.g., HRIS, benefits portals, etc.).
* Strong communication skills, with the ability to explain complex benefits information to a wide range of employees.
* Detail-oriented with strong organizational skills and the ability to manage multiple tasks and priorities.
* Analytical skills, including experience with benefits data analysis and reporting.
* Ability to work independently and as part of a collaborative team.
* Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and benefits management systems.
* High level of integrity and confidentiality in handling sensitive employee information.
* Strong problem-solving skills and a proactive approach to challenges.
* Ability to work in a fast-paced, constantly evolving environment.
Benefits Manager
Carmel, IN jobs
The Benefits Manager plays a key role in defining and executing our benefits strategy by developing, implementing, and managing benefits. This position is responsible for the ongoing operations of benefits programs, program compliance, and analysis related to providing strategic and design recommendations to executive management. This position also provides exceptional service to employees, benefits vendors, and advisors.
Success in the role requires an individual to be both strategic and hands-on in leading all facets of benefits. The successful candidate will work to ensure our benefits are competitive and drive business results while both reflecting and enhancing our culture.
A successful Benefits Manager will know how to do the following confidently and independently…
Benefits Administration and Employee Support (60%):
* Manages day-to-day benefits matters as employees' primary point of contact as internal subject matter expert, including coverage questions, claims inquiries, enrollments, coverage terminations, and other qualifying event changes.
* Works with outside benefits advisors for escalated employee benefits matters.
* Adapts, documents, and maintains administrative procedures for benefits processes.
* Plans, prepares, and delivers written and verbal information and conducts employee meetings and presentations, including open enrollments, to provide benefits education.
* Promotes wellness and other initiatives that support employee well-being.
* Reviews, verifies, and reconciles invoices for related benefits plans.
Vendors and Compliance (25%)
* Serves as the primary contact for outside benefits advisors and vendors.
* Maintains complete and accurate employee benefits records and manages related audits, processes, and controls to ensure completion and accuracy.
* Manages the overall execution of the 401k plan including completion of all compliance activities.
* Oversees and completes relevant 5500 filings, related audits, and ACA reporting.
* Maintains knowledge of and ensures compliance with all applicable federal and state laws and regulations including ACA, ERISA, HIPAA, FMLA, COBRA, ADA, ADAAA, and FLSA.
Strategic Planning and Stakeholder Engagement (15%)
* Monitors key benefits plan data and provides high-quality reporting to HR leadership and benefits committee.
* Researches, analyzes, and recommends benefits programs.
* Evaluates benchmarks and competitive trends, in conjunction with outside advisors, for benefits offered by other organizations.
* Collaborates with HR leadership and benefits committee to align benefits strategy with organizational goals.
* Prepares executive summaries and presents updates to leadership.
Requirements
What we are looking for…
* Minimum of 5 years of experience in benefits planning, administration, and analysis.
* Must demonstrate intermediate to advanced understanding of medical, dental, vision, disability, life, FSA, HSA, TSA, 401k, and similar employee benefits; benefits certification preferred.
* Demonstrated experience building relationships with vendors, advisors, and internal stakeholders to ensure effective collaboration, support, and service.
* Strong knowledge of federal, state, and local laws regarding employee benefits.
* Excellent written and verbal communication skills and ability to clearly interpret and explain benefits plans and policy features to broad audience types and sizes.
* Experience within HRIS applications, Paylocity experience is a plus.
* Strong analytical, problem solving, and project management skills.
* Collaborative, inclusive approach to planning and project management.
* Ability to develop effective processes to produce consistent, accurate outcomes.
* Intermediate user of Excel, Word, Outlook, PowerPoint, and Teams.
* Ability to work independently and in a team.
* Must demonstrate a history of excellent teamwork, a positive attitude, personal accountability, high integrity, enduring commitment, and high empathy.
About Merchants
Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana.
Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (2016-2022). For more information read the entire article here.
PM20 #BK
Benefits & Leaves Manager
San Francisco, CA jobs
Your role in our mission Prosper is seeking a dynamic and experienced Benefits & Leaves Manager to join our People and Places team. In this role, you will manage and enhance Prosper's comprehensive health & wellness programs, including our leave of absence program. We're looking for someone who is curious, driven to understand and streamline current processes, committed to simplifying the employee experience and has the ability to build and maintain strong partnerships. The ideal candidate excels at collaboration, has a strong foundation in benefits administration, communicates complex concepts clearly, and recognizes the profound impact benefits have on employees' lives. This is a hybrid role based at either our SF or PHX office.
How you'll make an impact
* Strategic Benefits Design: Manage the strategic design, implementation, and administration of Prosper's benefits offerings, including medical, dental, vision, life insurance, and disability plans.
* Open Enrollment Management: Lead the annual open enrollment process, ensuring smooth execution and effective communication to employees. Manage ADP benefits setup and ensure accurate data entry and system configuration.
* Leave of Absence Program Management: Develop, refine, and manage Prosper's leave of absence program, policies, and processes. Manage the relationship with our outsourced leaves administrator, ensuring SOPs are created and SLAs are met. Develop manager and employee leave toolkits to educate on leave policies and processes, increasing awareness and compliance.
* Leave Support: Communicate with employees regarding their leave needs, ensuring they are aware of their responsibilities and the steps required to qualify for leave, providing a seamless and supportive experience.
* Customer Service: Provide exceptional customer service to internal and external stakeholders as the primary point of contact for plan vendors, third-party consultants, and employees.
* Employee Communication and Training: Manage internal communications, develop and deliver training programs for leaders and employees to improve understanding of benefits offerings.
* Operational Efficiency: Identify and implement opportunities to improve operational efficiency within benefits and leave administration, including streamlining processes within ADP and other HR systems, enhancing the overall employee experience.
* Vendor and Partnership Management: Partner with Finance, Legal, and People Teams to manage vendor contracts and implement new programs.
* Wellness Initiatives: Develop and execute comprehensive wellness initiatives, including workshops, challenges, and partnerships, to promote employee wellbeing across all dimensions.
* Regulatory Compliance: Maintain current knowledge of all applicable leave and accommodation laws (e.g., ERISA, HIPAA, FMLA, ACA, COBRA) and ensure plan compliance with regulatory filings, updates, notices, audits, and non-discrimination testing.
Skills that will help you thrive
* Advanced knowledge in benefits plan design and administration (Level funded or self-insured plan management experience is preferred)
* Extensive knowledge and experience with the leave requirements in multiple states (CA, NY, NJ ect.) and federal, state and local regulations (e.g. ERISA, HIPAA, FMLA, ACA, COBRA etc.)
* Demonstrated ability to build and maintain strong relationships with internal and external stakeholders
* Strong analytical skills with proficiency in Excel and Google sheets
* Strong experience with multi-jurisdictional leave programs
* Great organizational skills, high attention to detail
* Excellent written and verbal communication skills
* Strong problem-solving skills
* Effective planning & priority setting
* 8+ years of related benefits administration experience, including 5+ years of experience administering leaves of absence, Bachelor's Degree required.
What We Offer
* The opportunity to collaborate with a team of creative, fun, and driven colleagues on products that have an immediate and significant impact on people's lives
* The opportunity to work in a fast-paced environment with experienced industry leaders
* Flexible time off, comprehensive health coverage, competitive salary, paid parental leave
* Wellness benefits including access to mental health resources, virtual HIIT and yoga workouts
* A bevy of other perks including Udemy access, childcare assistance, pet insurance discounts, legal assistance, and additional discounts
Interview Process
* Recruiter Call: A brief screening to discuss your experience and initial questions
* Department Interview: Deeper dive into technical skills and project alignment with the Hiring Manager or team member
* Team/Virtual Interview: Meet team members for collaborative discussions, problem-solving, or technical exercises
* Final Round: Discussion with a department head/executive
$125,000 - $160,000 a year
Compensation details:
The salary range is $125,000 - $160,000 annually, plus bonus and generous benefits. In determining your salary, we will consider your location, experience, and other job-related factors.
#LI-SK1
About Us
Founded in 2005 as the first peer-to-peer marketplace lending platform in the U.S., Prosper was built on a simple idea: connect people who want to borrow money with those who want to invest. Since inception, Prosper has helped more than 2 million people gain access to affordable credit with over $28 billion in loans originated through its platform. Our mission is to help our customers advance their financial well-being through a variety of products including personal loans, credit, home equity lines of credit (HELOC), and our newest product, HELoan. Our diverse culture rewards accountability and cross functional teamwork because we believe this encourages innovative thinking and helps us deliver on our mission.
We're on a mission to hire the very best, and we are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere. It is important to us that every hire connects with our vision, mission, and core values. Join a leading fintech company that's democratizing finance for all!
Our Values
Diversity expands opportunities
Collaboration creates better solutions
Curiosity fuels our innovation
Integrity defines all our relationships
Excellence leads to longevity
Simplicity guides our user experience
Accountability at all levels drives results
***************
Our Story & Team // Our Blog
Applicants have rights under Federal Employment Laws.
Family & Medical Leave Act (FMLA)
Equal Employment Opportunity (EEO)
Employee Polygraph Protection Act (EPPA)
California applicants: please click here to view our California Consumer Privacy Act ("CCPA") Notice for Applicants, which describes your rights under the CCPA.
At Prosper, we're looking for people with passion, integrity, and a hunger to learn. We encourage you to apply even if your experience doesn't precisely match the job description. Your unique skill set and diverse perspective will stand out and set you apart from other candidates. Prosper thrives with people who think outside of the box and aren't afraid to challenge the status quo. We invite you to join us on our mission to advance financial well-being.
Prosper is committed to an inclusive and diverse workplace. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law, including the San Francisco Fair Chance Ordinance. Prosper will consider for employment qualified applicants who are non-US citizens and will provide green card sponsorship.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Global Benefits Manager
Massachusetts jobs
Are you ready to trade your job for a journey? Become a FlyMate!
Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we're on a mission to deliver the world's most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world.
What more do we need to truly be unstoppable? Perhaps, that is you!
Who we are:
Flywire is a global payments enablement and software company, founded more than a decade ago to solve high-stakes, high-value payments in higher education. We've since scaled into new regions and industry verticals and expanded our product offerings to deliver meaningful value to our clients around the world.
Today we support more than 4,800 clients across the global education, healthcare, travel & B2B industries, with diverse payment methods across 240 countries & territories and more than 140 currencies.
With over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide, we're looking for FlyMates to join the next stage of our journey as we continue to grow.
Job Description
The Opportunity:
Flywire is seeking a Global Benefits Manager to lead the delivery and evolution of our global benefits and wellbeing programs. In this high-impact role, you'll own our health, retirement, leave, and wellness offerings, ensuring programs are employee-centric, compliant, and scalable.
A key initial focus will be on transitioning benefits administration to our Global People Service Center (GPSC) team, including workflow setup, process documentation, and coaching GPSC team to confidently handle employee-facing inquiries. Your ability to enable others while remaining hands-on will be key to building scalable operations and establishing yourself as the go-to expert for more complex issues.
You will lead benefits planning, design and execution, manage vendor relationships, oversee compliance deliverables, and elevate the employee experience. You'll also partner closely with Total Rewards leadership to shape future strategy. This is an ideal role for someone with a growth mindset who brings operational excellence and proactive, cross-functional partnership.
Serve as global lead for benefits program planning, design and delivery, across health, retirement, wellbeing, and leave programs
Partner with GPSC to implement and refine workflows, document processes, and ensure operational consistency across regions
Act as the primary escalation point for complex or sensitive benefits inquiries and issues
Partner with Finance to track benefits spend, support budget forecasting, and analyze cost impacts of plan changes or growth
Own vendor relationships, including renewals, service escalations, vendor performance reviews, and cost management
Oversee compliance and regulatory deliverables (e.g. 5500 fillings, ACA reporting, eligibility and accuracy audits)
Experience leading benefits-related design and configuration work during HRIS implementations; Workday experience strongly preferred
Support ongoing benefits communications, education campaigns, and employee facing materials.
Contribute to benefits analytics and reporting, plan benchmarking, design analysis, and program enhancement in partnership with vendors / brokers
Partner with Total Rewards leadership on long-term benefits strategy and continuous improvement initiatives.
Qualifications
Here's What We're Looking For:
5-8 years of experience in Global Benefits or Total Rewards, with demonstrated ownership of benefits program delivery in multinational environments
Advanced knowledge of benefits plan design and administration, with a proactive mindset toward market trends and evolving best practices
Strong understanding of the U.S. regulatory environment (e.g., ERISA, ACA, COBRA), with exposure to international benefits preferred
Proven experience managing multiple vendors, including renewals, service-level oversight, and performance optimization
Experience working with shared services or centralized operations teams (e.g., GPSC) to scale delivery and manage escalations
Known for strong execution, problem-solving, and follow-through, with the ability to independently deliver across cross-functional stakeholders
Strong analytical skills with working knowledge of Excel (e.g. formulas, pivot tables) to support data-driven decision making and reporting
Excellent communicator, capable of translating complex benefit topics into clear, actionable messages for employees and internal partner
Open to Boston or Chicago
Additional Information
What We Offer:
Competitive compensation, including Restricted Stock Units
Employee Stock Purchase Plan (ESPP)
Flying Start - Our immersive Global Induction Program
Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media
Dynamic & Global Team (we have been collaborating virtually for years!)
Wellbeing Programs (Mental Health, Wellness) with Global FlyMates
Be a meaningful part in our success - every FlyMate makes an impact
Competitive time off including FlyBetter Days to volunteer in a cause you believe in and Digital Disconnect Days!
Great Talent & Development Programs
Submit today and get started!
We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions.
The US base salary range for this full-time position is $115,000 - $140,000 plus restricted stock units and benefits. Our salary ranges are determined by role, position level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and several other factors, including job-related skills, experience, relevant education and training. Your Talent Acquisition Partner can share more about the specific salary range for your preferred location during the hiring process.
Flywire is an equal opportunity employer. With over 30 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we're excited to watch our unique culture evolve with each new hire.
Flywire is an equal opportunity employer.
#LI-Remote
Global Benefits Manager
Boston, MA jobs
Are you ready to trade your job for a journey? Become a FlyMate!
Passion, excitement & global collaboration are all core to what it means to be a FlyMate. At Flywire, we're on a mission to deliver the world's most important and complex payments. We use our Flywire Advantage - the combination of our next-gen payments platform, proprietary payment network and vertical specific software, to help our clients get paid, and help their customers pay with ease - no matter where they are in the world.
What more do we need to truly be unstoppable? Perhaps, that is you!
Who we are:
Flywire is a global payments enablement and software company, founded more than a decade ago to solve high-stakes, high-value payments in higher education. We've since scaled into new regions and industry verticals and expanded our product offerings to deliver meaningful value to our clients around the world.
Today we support more than 4,800 clients across the global education, healthcare, travel & B2B industries, with diverse payment methods across 240 countries & territories and more than 140 currencies.
With over 1,200 global FlyMates, representing more than 40 nationalities, and in 12 offices world-wide, we're looking for FlyMates to join the next stage of our journey as we continue to grow.
Job Description
The Opportunity:
Flywire is seeking a Global Benefits Manager to lead the delivery and evolution of our global benefits and wellbeing programs. In this high-impact role, you'll own our health, retirement, leave, and wellness offerings, ensuring programs are employee-centric, compliant, and scalable.
A key initial focus will be on transitioning benefits administration to our Global People Service Center (GPSC) team, including workflow setup, process documentation, and coaching GPSC team to confidently handle employee-facing inquiries. Your ability to enable others while remaining hands-on will be key to building scalable operations and establishing yourself as the go-to expert for more complex issues.
You will lead benefits planning, design and execution, manage vendor relationships, oversee compliance deliverables, and elevate the employee experience. You'll also partner closely with Total Rewards leadership to shape future strategy. This is an ideal role for someone with a growth mindset who brings operational excellence and proactive, cross-functional partnership.
Serve as global lead for benefits program planning, design and delivery, across health, retirement, wellbeing, and leave programs
Partner with GPSC to implement and refine workflows, document processes, and ensure operational consistency across regions
Act as the primary escalation point for complex or sensitive benefits inquiries and issues
Partner with Finance to track benefits spend, support budget forecasting, and analyze cost impacts of plan changes or growth
Own vendor relationships, including renewals, service escalations, vendor performance reviews, and cost management
Oversee compliance and regulatory deliverables (e.g. 5500 fillings, ACA reporting, eligibility and accuracy audits)
Experience leading benefits-related design and configuration work during HRIS implementations; Workday experience strongly preferred
Support ongoing benefits communications, education campaigns, and employee facing materials.
Contribute to benefits analytics and reporting, plan benchmarking, design analysis, and program enhancement in partnership with vendors / brokers
Partner with Total Rewards leadership on long-term benefits strategy and continuous improvement initiatives.
Qualifications
Here's What We're Looking For:
5-8 years of experience in Global Benefits or Total Rewards, with demonstrated ownership of benefits program delivery in multinational environments
Advanced knowledge of benefits plan design and administration, with a proactive mindset toward market trends and evolving best practices
Strong understanding of the U.S. regulatory environment (e.g., ERISA, ACA, COBRA), with exposure to international benefits preferred
Proven experience managing multiple vendors, including renewals, service-level oversight, and performance optimization
Experience working with shared services or centralized operations teams (e.g., GPSC) to scale delivery and manage escalations
Known for strong execution, problem-solving, and follow-through, with the ability to independently deliver across cross-functional stakeholders
Strong analytical skills with working knowledge of Excel (e.g. formulas, pivot tables) to support data-driven decision making and reporting
Excellent communicator, capable of translating complex benefit topics into clear, actionable messages for employees and internal partner
Additional Information
What We Offer:
Competitive compensation, including Restricted Stock Units
Employee Stock Purchase Plan (ESPP)
Flying Start - Our immersive Global Induction Program
Work with brilliant people that will keep you on your toes, learn more about their journeys by checking out #InsideFlywire on social media
Dynamic & Global Team (we have been collaborating virtually for years!)
Wellbeing Programs (Mental Health, Wellness) with Global FlyMates
Be a meaningful part in our success - every FlyMate makes an impact
Competitive time off including FlyBetter Days to volunteer in a cause you believe in and Digital Disconnect Days!
Great Talent & Development Programs
Submit today and get started!
We are excited to get to know you! Throughout our process you can expect to meet with different FlyMates including the Hiring Manager, Peers on the team, the VP of the department, and a skills assessment. Your Talent Acquisition Partner will walk you through the steps and be your “go-to” person for any questions.
The US base salary range for this full-time position is $115,000 - $140,000 plus restricted stock units and benefits. Our salary ranges are determined by role, position level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and several other factors, including job-related skills, experience, relevant education and training. Your Talent Acquisition Partner can share more about the specific salary range for your preferred location during the hiring process.
Flywire is an equal opportunity employer. With over 30 nationalities across 12 different offices, and diversity and inclusion at the core of our people agenda, we believe our FlyMates are our greatest asset, and we're excited to watch our unique culture evolve with each new hire.
Flywire is an equal opportunity employer.
#LI-Hybrid
Benefits & Leaves Manager
Phoenix, AZ jobs
Your role in our mission Prosper is seeking a dynamic and experienced Benefits & Leaves Manager to join our People and Places team. In this role, you will manage and enhance Prosper's comprehensive health & wellness programs, including our leave of absence program. We're looking for someone who is curious, driven to understand and streamline current processes, committed to simplifying the employee experience and has the ability to build and maintain strong partnerships. The ideal candidate excels at collaboration, has a strong foundation in benefits administration, communicates complex concepts clearly, and recognizes the profound impact benefits have on employees' lives. This is a hybrid role based at either our SF or PHX office.
How you'll make an impact
* Strategic Benefits Design: Manage the strategic design, implementation, and administration of Prosper's benefits offerings, including medical, dental, vision, life insurance, and disability plans.
* Open Enrollment Management: Lead the annual open enrollment process, ensuring smooth execution and effective communication to employees. Manage ADP benefits setup and ensure accurate data entry and system configuration.
* Leave of Absence Program Management: Develop, refine, and manage Prosper's leave of absence program, policies, and processes. Manage the relationship with our outsourced leaves administrator, ensuring SOPs are created and SLAs are met. Develop manager and employee leave toolkits to educate on leave policies and processes, increasing awareness and compliance.
* Leave Support: Communicate with employees regarding their leave needs, ensuring they are aware of their responsibilities and the steps required to qualify for leave, providing a seamless and supportive experience.
* Customer Service: Provide exceptional customer service to internal and external stakeholders as the primary point of contact for plan vendors, third-party consultants, and employees.
* Employee Communication and Training: Manage internal communications, develop and deliver training programs for leaders and employees to improve understanding of benefits offerings.
* Operational Efficiency: Identify and implement opportunities to improve operational efficiency within benefits and leave administration, including streamlining processes within ADP and other HR systems, enhancing the overall employee experience.
* Vendor and Partnership Management: Partner with Finance, Legal, and People Teams to manage vendor contracts and implement new programs.
* Wellness Initiatives: Develop and execute comprehensive wellness initiatives, including workshops, challenges, and partnerships, to promote employee wellbeing across all dimensions.
* Regulatory Compliance: Maintain current knowledge of all applicable leave and accommodation laws (e.g., ERISA, HIPAA, FMLA, ACA, COBRA) and ensure plan compliance with regulatory filings, updates, notices, audits, and non-discrimination testing.
Skills that will help you thrive
* Advanced knowledge in benefits plan design and administration (Level funded or self-insured plan management experience is preferred)
* Extensive knowledge and experience with the leave requirements in multiple states (CA, NY, NJ ect.) and federal, state and local regulations (e.g. ERISA, HIPAA, FMLA, ACA, COBRA etc.)
* Demonstrated ability to build and maintain strong relationships with internal and external stakeholders
* Strong analytical skills with proficiency in Excel and Google sheets
* Strong experience with multi-jurisdictional leave programs
* Great organizational skills, high attention to detail
* Excellent written and verbal communication skills
* Strong problem-solving skills
* Effective planning & priority setting
* 8+ years of related benefits administration experience, including 5+ years of experience administering leaves of absence, Bachelor's Degree required.
What We Offer
* The opportunity to collaborate with a team of creative, fun, and driven colleagues on products that have an immediate and significant impact on people's lives
* The opportunity to work in a fast-paced environment with experienced industry leaders
* Flexible time off, comprehensive health coverage, competitive salary, paid parental leave
* Wellness benefits including access to mental health resources, virtual HIIT and yoga workouts
* A bevy of other perks including Udemy access, childcare assistance, pet insurance discounts, legal assistance, and additional discounts
Interview Process
* Recruiter Call: A brief screening to discuss your experience and initial questions
* Department Interview: Deeper dive into technical skills and project alignment with the Hiring Manager or team member
* Team/Virtual Interview: Meet team members for collaborative discussions, problem-solving, or technical exercises
* Final Round: Discussion with a department head/executive
$125,000 - $160,000 a year
Compensation details:
The salary range is $125,000 - $160,000 annually, plus bonus and generous benefits. In determining your salary, we will consider your location, experience, and other job-related factors.
#LI-SK1
About Us
Founded in 2005 as the first peer-to-peer marketplace lending platform in the U.S., Prosper was built on a simple idea: connect people who want to borrow money with those who want to invest. Since inception, Prosper has helped more than 2 million people gain access to affordable credit with over $28 billion in loans originated through its platform. Our mission is to help our customers advance their financial well-being through a variety of products including personal loans, credit, home equity lines of credit (HELOC), and our newest product, HELoan. Our diverse culture rewards accountability and cross functional teamwork because we believe this encourages innovative thinking and helps us deliver on our mission.
We're on a mission to hire the very best, and we are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere. It is important to us that every hire connects with our vision, mission, and core values. Join a leading fintech company that's democratizing finance for all!
Our Values
Diversity expands opportunities
Collaboration creates better solutions
Curiosity fuels our innovation
Integrity defines all our relationships
Excellence leads to longevity
Simplicity guides our user experience
Accountability at all levels drives results
***************
Our Story & Team // Our Blog
Applicants have rights under Federal Employment Laws.
Family & Medical Leave Act (FMLA)
Equal Employment Opportunity (EEO)
Employee Polygraph Protection Act (EPPA)
California applicants: please click here to view our California Consumer Privacy Act ("CCPA") Notice for Applicants, which describes your rights under the CCPA.
At Prosper, we're looking for people with passion, integrity, and a hunger to learn. We encourage you to apply even if your experience doesn't precisely match the job description. Your unique skill set and diverse perspective will stand out and set you apart from other candidates. Prosper thrives with people who think outside of the box and aren't afraid to challenge the status quo. We invite you to join us on our mission to advance financial well-being.
Prosper is committed to an inclusive and diverse workplace. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law, including the San Francisco Fair Chance Ordinance. Prosper will consider for employment qualified applicants who are non-US citizens and will provide green card sponsorship.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.