Health Welfare Consultant

Optimatum Solutions LLC; New York (NY); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Employee discounts

Paid time off

Tuition assistance

Job summary

A dynamic consulting firm is seeking an experienced Health & Welfare Consultant in New York City to impact HR and benefits strategies. The role requires over 7 years of experience in HR and benefits, with strong analytical and project management skills. The ideal candidate will navigate data related to employer-sponsored health plans, optimizing costs and ensuring compliance. This position offers competitive compensation, flexible off policy, and a robust benefits package, providing a great opportunity to influence client success.

Qualifications

• 7+ years relevant experience in HR/Employee Benefits Plans required.
• Experience in an advisory/consulting environment required.
• CEBS designation pursuit is a plus.

Responsibilities

• Analyze HR and Employee Benefits related data.
• Identify compliance and process enhancement opportunities.
• Present findings to stakeholders.

Skills

Client service orientation

Data analysis

Project management

Communication skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's degree or higher

Tools

Microsoft Office

Job description

Benefits

• 401(k) matching
• Dental insurance
• Employee discounts
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance

Overview

Optimatum Solutions is seeking a Health & Welfare Consultant who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

As a Health & Welfare Consultant, you’ll bring deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations, and systems. You’ll collaborate closely with our Client Services Team to define and execute innovative strategies that create measurable value across HR and benefits. Unlike larger organizations where ownership can feel diluted, here you’ll have end-to-end visibility, significant autonomy, and the chance to influence both client success and the trajectory of our business.

If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you.

The Opportunity

The Health & Welfare Consultant supports the Client Services team in analytics, streamlining processes and ensuring compliance across clients’ HR/Benefit plans, processes, programs, systems, applications and functions. The ideal candidate will utilize Microsoft Office tools, strong research abilities, and effective communication skills to contribute to project delivery through data analysis, process evaluation, interpretation and reporting of findings, as well as provide general project management support.

Key Responsibilities

• Analyze HR and Employee Benefits related data, including employer-sponsored health & welfare and retirement plans, self-insured plan costs, stop-loss coverage, and plan documents
• Identify optimization cost mitigation, compliance and process enhancement opportunities
• Present findings and actionable insights to internal and external stakeholders
• Provide project management support to ensure timely and effective execution of client deliverables

Qualifications

• Bachelor’s degree or higher required
• 7+ years relevant professional experience with demonstrated familiarity in HR/Employee Benefits Plans, Programs and Vendors (knowledge of both Employer Sponsored Healthcare and Retirement programs) – Required
• Experience gained in an advisory/consulting environment or prior external consulting experience - Required
• Proficient in Microsoft Office, particularly Excel and PowerPoint
• Advanced data analysis capabilities
• Strong client service orientation and ability to respond to all communications effectively and in a timely manner
• Proven ability to complete project deliverables, manage multiple priorities and workstreams simultaneously
• Exceptional organizational and planning skills to ensure timely work product delivery
• Highly detail-oriented with a commitment to accuracy
• Demonstrated integrity in all functions of work
• Pursuit of CEBS designation desired

We offer a competitive compensation and generous employee benefits package that includes:

• Salary and bonus
• Comprehensive Benefits Program – Medical, Dental, Vision, Life Insurance, STD & LTD
• 401(k) with employer match
• Flexible time off policy – including vacation, personal days and holidays

Join the Optimatum Team, bring your talent, and work in our New York City office located in the Rockefeller Center area. (This is an in-office position, but could be remote for the right talent)

** The expected annual salary ranges from $100,000 - $145,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package (for eligible employees), successful candidates may be eligible to receive a discretionary bonus.