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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and executing retirement benefits strategies, managing compliance with ERISA and DOL regulations, and leading cross-functional teams to enhance employee financial wellness offerings. Proficient in utilizing HR technology for benefits administration and ensuring effective communication with stakeholders.
Highest-signal resume keywords
Retirement Benefits Strategy DevelopmentM&A Experience401(k) Plan ManagementCompliance ManagementLeadership in Benefits Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Benefits StrategyCompliance RequirementsData AnalysisCost ProjectionsPlan Design AnalysisBudget ManagementVendor ManagementRisk MitigationEmployee Financial Wellness InitiativesChange Management
Soft Skills
CollaborationCommunicationProblem-SolvingLeadershipChange-Agile Mindset
Tools & Technologies
HR TechnologyWorkday
Industry Keywords
ERISADOLRetirement PlansFinancial WellnessDeferred CompensationPublic Company Experience
About the role
Key responsibilities & impact- Oversee the design and administration of retirement and financial wellness offerings across all 50 U.S. states
- Serve as direct manager of the retirement and financial wellness benefits team
- Develop and execute retirement, financial, and education benefits strategies
- Lead benefit reviews, plan design analysis, benchmarking, recommendations, cost projections, and budgeting alignment
- Oversee administration of retirement, financial, and education benefit programs, including data and system integrations
- Develop controls to ensure benefits are well managed and operational risk is mitigated
- Collaborate with finance and leadership teams to establish and manage the benefits budget
- Develop employee communication strategies and deliver seamless enrollment experiences
- Manage relationships with plan recordkeepers, investment and legal advisors, and other service providers
- Assess vendor performance, resolve issues, and lead contract negotiations and RFPs
- Ensure benefits processes and reviews support M&A due diligence through onboarding
- Monitor trends, best practices, and legal and regulatory updates
- Develop processes and procedures for timely and accurate reporting and compliance with ERISA, DOL, and applicable laws
- Use benefits data and metrics to assess program effectiveness and identify improvements
- Support employees with benefit inquiries, claims, and issues, serving as the escalation point for benefit matters
Requirements
What you’ll need- Proven ability to create and execute multi-year retirement benefits strategies
- M&A experience, including analysis of material liabilities, benefit comparisons, plan terminations and 401(k) mergers
- Experience managing or servicing 401(k) plans as a benefits or investment consultant, recordkeeper or human resources benefits manager
- Experience completing compliance-related plan requirements
- Experience managing non-qualified retirement or other deferred compensation plans is preferred
- Understanding and implementation of employee financial wellness initiatives and education benefits
- Effective utilization of HR technology to administer benefits and provide self-service opportunities
- Exceptional collaboration and communication skills with cross-functional stakeholders and external partners
- Change-agile mindset and strong change management skillset
- Strong understanding of fiduciary responsibilities, including management of retirement/investment committees
- Demonstrated leadership ability, including experience managing and developing growing teams
- Strong analytical and problem-solving skills
- Bachelor's degree in Human Resources, Business Administration, or related field
- Minimum of 10 years progressive benefits experience with at least 3 years in a leadership role
- Public company experience preferred
- Workday experience preferred
- Experience with a company with 5,000+ employees preferred
Benefits
Comp & perks- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
