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Benefits Consultant jobs at Fidelity Investments

- 436 jobs
  • Benefits Advisor (Mid-Level) - Health & Wellness

    USAA 4.7company rating

    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.
    $77.1k-147.4k yearly Auto-Apply 4d ago
  • Benefits Advisor (Mid-Level) - Health & Wellness

    USAA 4.7company rating

    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.
    $77.1k-147.4k yearly Auto-Apply 4d ago
  • Benefits Advisor (Mid-Level) - Health & Wellness

    USAA 4.7company rating

    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.
    $77.1k-147.4k yearly Auto-Apply 4d ago
  • Workday Payroll Consultant

    Hale International 3.4company rating

    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.
    $77k-116k yearly est. 2d ago
  • Workplace Advice Consultant

    Charles Schwab 4.8company rating

    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
    $60k-88k yearly est. 1d ago
  • Middleware Consultant

    Quantum World Technologies Inc. 4.2company rating

    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.
    $67k-101k yearly est. 1d ago
  • Closing Consultant

    Capcenter 4.2company rating

    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.
    $77k-123k yearly est. 4d ago
  • Benefits Consultant - Health & Welfare

    Rael & Letson 3.3company rating

    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.
    $67k-115k yearly est. 60d+ ago
  • Defined Benefit Consultant

    Ascensus 4.3company rating

    Remote

    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.
    $69k-100k yearly est. Auto-Apply 60d+ ago
  • Pharmacy Benefit Manager (PBM) Market Regulation Consultant

    RSM 4.4company rating

    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.
    $69.8k-132k yearly Auto-Apply 60d+ ago
  • Pharmacy Benefit Manager (PBM) Market Regulation Consultant

    Rsm 4.4company rating

    Remote

    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.
    $69.8k-132k yearly Auto-Apply 60d+ ago
  • Defined Benefit Consultant

    Ascensus 4.3company rating

    Richmond, VA jobs

    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.
    $76k-107k yearly est. Auto-Apply 60d+ ago
  • Defined Benefit Consultant

    Ascensus 4.3company rating

    Lake Mary, FL jobs

    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").
    $62k-93k yearly est. 60d+ ago
  • Defined Benefit Consultant

    Ascensus 4.3company rating

    Lake Mary, FL jobs

    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.
    $62k-93k yearly est. Auto-Apply 60d+ ago
  • Defined Benefit Consultant

    Ascensus 4.3company rating

    Dreher, PA jobs

    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").
    $90k-125k yearly est. 60d+ ago
  • Consultant, Retirement Benefits Accounting

    Toyota Motor Company 4.8company rating

    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 *****************************.
    $71k-98k yearly est. Auto-Apply 10d ago
  • Employee Benefits Consultant

    Wilshire Benefits Group, Inc. 3.8company rating

    Troy, MI jobs

    Job DescriptionDescription: Wilshire Benefits Group is continuously on the lookout for exceptional talent to join our team, as this posting represents one of our core roles within the organization. While opportunities may be available now or in the foreseeable future, we welcome applications from driven professionals eager to make a meaningful contribution. As an Employee Benefits Consultant, we seek motivated professionals ready to play a crucial role in driving business growth and enhancing client satisfaction. With your expertise and innovation, we'll elevate client experiences and achieve remarkable success together! Our award-winning team is renowned for our exceptional service and addressing the core business needs of our clients with personalized, attentive support that sets us apart in the employee benefits industry. In this dynamic role, you'll lead efforts to expand our client base, nurture lasting relationships, and inspire organic growth. Your friendly demeanor, strategic thinking, and goal-oriented approach will be key as you contribute to our thriving team. Your role will include: •Executive Relationship Builder - As the cornerstone of client relationships, you will cultivate and maintain relationships with key stakeholders, guide benefit strategies, and address the core business needs of our clients all while delivering exceptional service. •Strategic Innovator - Develop tailored benefit strategies that reflect client goals, leveraging your deep industry knowledge and insights •Communication & Project Management Expert - Lead a multidisciplinary team to deliver exceptional service and exceed client expectations •Carrier Liaison - Galvanize relationships with carriers, staying informed on product trends, plan design, and underwriting methodologies •Compliance Advocate - Guide clients through compliance and regulatory requirements, ensuring alignment with legal standards and client needs •Mentor & Leader - Train and mentor supporting staff, sharing your expertise and fostering professional growth •Client Meeting Conductor - Spearhead client-facing meetings on critical topics such as renewals, compliance, and benefit updates. If you are passionate about making a meaningful impact and thrive in a collaborative work environment, we invite you to explore this exciting opportunity with us. Wilshire Benefits Group offers a dynamic work environment and competitive benefits package, empowering you to succeed and grow. If you're ready to lead strategic engagements and drive impactful results, apply now! Requirements: Ideal candidates will bring: •Experience & Expertise: A minimum of five years in Health and Benefits or related experience. •Educational Background: Bachelor's degree in business, Healthcare Administration, Human Resources, or related field, or ten years of industry experience •Licensing: Active license in Group, Life, and Health. •Relationship Skills: Exceptional ability to develop, prospect, and maintain client relationships. •Industry Knowledge: Extensive understanding of insurance carriers and employee benefits. •Technical Proficiency: Strong knowledge of Microsoft Word, Excel, PowerPoint, and Adobe. •Emerging Trends Understanding: Insight into the evolving Benefit Administration landscape.
    $57k-95k yearly est. 17d ago
  • Benefits Manager - Human Resources

    JTC PLC 4.0company rating

    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.
    $48k-88k yearly est. 24d ago
  • Global Benefits Manager

    Flywire 4.2company rating

    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
    $115k-140k yearly 56d ago
  • Global Benefits Manager

    Flywire 4.2company rating

    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
    $115k-140k yearly 60d+ ago

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