Americas Benefits Strategy & Operations Lead

CFA Institute; Boston (MA); Hybrid; USD 120,000 - 225,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

CFA reimbursement

Job summary

Wellington Management seeks an Americas Benefits Lead to oversee the firm’s global benefit programs with a focus on US health, welfare and retirement plans. You design programs, manage vendors, and deliver top-tier service to employees across the Americas.

The role requires collaboration with HR, IT, Legal, Finance, Tax and Payroll, plus navigating regulatory requirements and annual open enrollment. We offer competitive pay and a hybrid work model.

Qualifications

• BA/BS degree required.
• 10+ years HR/benefits experience with demonstrated project management experience.
• Ability to balance tactical and strategic responsibilities and effectively use available resources to research and resolve inquiries.
• Strong communication (verbal and written) and presentation skills.
• Excellent customer service skills and relationship building skills.
• Knowledge of applicable benefits regulations including ERISA, HIPAA, FMLA, COBRA, and ACA.
• Exceptional analytical and problem-solving skills and attention to detail.
• Demonstrated eagerness to learn and grow in benefits knowledge and expertise.
• Ability to work independently and collaboratively with both internal and external stakeholders.
• Proficiency in MS Office Suite applications with strong Excel skills.
• Workday experience preferred.

Responsibilities

• Review, recommend, and lead implementation of changes in benefit programs.
• Assure compliance with federal and local regulations and government reporting requirements.
• Plan for upcoming deliverables and prioritize responsibilities.
• Manage annual US benefits open enrollment with team members.
• Partner with HR committees, HR generalists, IT, Legal, Finance, Tax and Payroll to ensure efficient plan administration and service.
• Assist with management of global vendor relationships including contract negotiations and SLA monitoring.
• Design communication programs to enhance value and understanding of benefits.
• Lead ad hoc benefit projects and vendor transitions.
• Identify and resolve issues with benefit plan vendors, HR Technology, Tax and Payroll.
• Monitor external global benefit trends and participate in market surveys.
• Maintain benefit plan documentation and policies.
• Conduct new-hire benefit orientation sessions and employee communications.

Skills

Strong communication

Customer service

MS Excel

Workday experience

Education

BA/BS degree

Job description

Wellington Management seeks an Americas Benefits Lead to oversee the firm’s global benefit programs with a focus on US health, welfare and retirement plans. You design programs, manage vendors, and deliver top-tier service to employees across the Americas.

The role requires collaboration with HR, IT, Legal, Finance, Tax and Payroll, plus navigating regulatory requirements and annual open enrollment. We offer competitive pay and a hybrid work model.