Director overseeing client onboarding engagements and transitions at CFGI's Managed Services practice. Responsible for managing transition methodologies and teams across multiple projects.
About the role
- Director, Benefits at SEI leading design and administration of health and welfare programs. Responsible for compliance and collaboration with HR, Finance, and Legal stakeholders.
Responsibilities
- Lead Benefits function at SEI, including long term benefits design, annual renewals, open enrollment planning, system changes, communication, planning, and administration
- Analyze benefit options and predict future costs to support decision-making
- Regularly assess offerings to balance market competitiveness and spend
- Closely monitor plan effectiveness in achieving objectives
- Research and evaluate complex human resource and employee benefit issues; develop effective solutions, options and implement proposals
- Collaborate with Workday team on requirements definition, system enhancements, testing and fixes
- Manage relationships with third-party providers, record keepers and consultants
- Partner with external advisers and legal counsel to ensure program compliance with regulatory and operational goals
- Serve as a benefits and subject matter expert for and with senior leaders across the organization on all benefit matters
- Participate in strategic planning for human resource functions and services; recommend goals and objectives and oversee and/or participate in the development and implementation of human resources policies and procedures related to the benefits function
- Collaborate with stakeholders across HR, Finance and Legal to ensure plans are fit for purpose, competitive, compliant and resonate with team members
- Scale plan and program administration to ensure efficient operations while keeping the team member's experience front and center
- Implement a communications strategy to ensure programs are understood and effectively utilized
- Acts as a subject matter expert to the Investment Committee for retirement plans ensuring that adequate processes and controls are in place to meet the Company's fiduciary responsibility
- Responsible for a range of IRS, ERISA, DOL and state compliance, filings, and/or reporting requirements
Requirements
- 8+ years of progressive and broad benefits experience
- 5+ years in a leadership role
- 5 years of project management responsibilities
- Planning, design and negotiation with vendors for implementation of health, welfare, and retirement benefits required
- Experience in leading one or more aspects of a total reward program
- Working knowledge of human resources management principles and practices in all human resources disciplines required
- Experience handling sensitive/confidential information and making sound decisions and recommendations
- Advanced knowledge of spreadsheet and database applications, data query tools, word processing software, electronic mail, and internet search tools
- Must have experience with self-funded plans, and a command of ERISA, COBRA, FMLA, FLSA, HIPAA, PPACA, Workers’ Compensation and various DOL and IRS requirements
- Track record of successful team leadership and demonstrated influencer across multiple teams
- Experience implementing efficient, scalable processes/systems to support rapid growth environment, preferably in organizations growing through acquisition
- Experience in leading large-scale projects with heavy change management requirements
Benefits
- Health insurance
- 401(k) retirement benefit
- Paid time off
- Parental leave
- Tuition assistance
- Employee Stock Purchase Plan
- Tax saving accounts (FSA, HSA)
- Entertainment and retail discounts
- Well-being incentives
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