Director of Advocacy shaping strategic offering and delivering counsel to clients at SEC Newgate. Leading teams and managing client relationships within a respected agency in public affairs.
SF
Hybrid Director, Senior Data Consultant – Defined Benefit
Posted 2 weeks ago
About the role
- Senior Data Consultant providing high-quality Defined Benefit solutions for clients. Managing projects and client relationships to ensure exceptional service and program delivery.
Responsibilities
- help provide clients high quality, comprehensive and efficient quality solutions regarding their benefit programs
- interact directly with clients as well as participate in project status meetings with the Consultant
- work with the Consultant and the internal Fidelity team on identifying and reviewing the client's data and custom administration needs and propose solutions
- be accountable for program management of the client assignment in a deadline-oriented environment
- build, manage, and grow client relationships by delivering outstanding customer satisfaction with every engagement
- own the creation and delivery of benefit adding proposals, up to and including client contract sign-off and approval
- ensure project team members deliver realistic project plans including scope, duration, and effort
- provide oversight to the program to ensure alignment to strategy, plan, and budget
- identify risk areas and lead team to appropriate solutions when obstacles are encountered
- identify, define, acquire, digest, and apply client specific benefit plan knowledge, inclusive of administrative procedures, systems configuration, and data utilization
Requirements
- 10 years+ of experience in a Defined Benefit consulting, client management or an administration team manager role (corporate benefits, outsourcing or consulting firm)
- 3 years+ of business development experience
- 3 years+ focused on program/project management
- Implementation experience preferred
- Understanding of Defined Benefit plans and administration is required
- Defined Benefit, Stock Plan, Health Savings Account, Health and Welfare administration, payroll/HRIS systems experience is a plus
- Leading the initial new business development process from prospecting to final project completion
- Positive relationship leadership skills including relationship building, influencing, and a consultative approach
- Strong problem solving and outstanding program management skills
- Expansive depth and breadth of the Defined Benefit industry
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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