Supporting the implementation and ongoing servicing client lifecycle by leading a team of resources to provide timely and accurate completion of projects.
Coordinating with clients to identify, validate, and recommend changes to process builds that improve data quality and ensure successful project outcomes.
Supporting internal partners to build and develop coordinated processes that meet margin goals.
Opportunities to serve & interact across multiple product lines including Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services, and HR/Payroll.
Leading project delivery, including understanding and communicating requirements to project support team, proactively monitoring progress of projects & budgets, addressing issues and making course corrections as needed to ensure attainment of goals within the scope of the project.
Understanding analytical outcomes, prepare client friendly materials and communicate findings and next steps to internal and external partners.
Working closely with internal partners including Operations, Implementations, Workplace Consulting, and Relationship Management team to design/obtain agreement on/develop processes that deliver integrated results where expected.
Building and maintaining successful relationships with clients, vendors, internal partners.
Balancing constant communication while delivering on responsibilities.

Bachelor's degree or equivalent experience (required)
MBA (a plus)
A deep understanding of Defined Benefit plans
5-8 years in project management, consulting, total benefits outsourcing administration, and/or new business implementation
Defined Benefit implementation experience is strongly preferred
Demonstrated experience in recommending administrative, benefits process, and/or builds aligning with outsourcing product/services solutions
Capable of working with large data sets, thinking analytically, and report out status and/or story
Outstanding project management skills
Proven ability to manage various sized, client-facing program/project teams to successful completion
Strong ability to navigate and manage client and/or vendor relationships
Heavy collaboration and storytelling skills, conveying confidence in your team's end goal.

Data Consultant, Defined Benefit Project Manager

Key skills