Vice President - Benefits, Human Capital Group

Evercore Inc.; New York (NY); On-site; USD 160,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Wellness programs

401(k) retirement plan

Life and disability insurance

Well-being resources

Family benefits

Parental leave

Job summary

Evercore is seeking a Benefits Vice President to join the Human Capital Group in New York. Reporting to the Head of Benefits, this role is responsible for supporting the strategic oversight, administration, and continuous improvement of the firm’s U.S.

and international benefits programs in Asia, Canada, and Israel. The individual will play a key role in healthcare and wellness strategy, vendor governance, compliance, and employee engagement initiatives.

Qualifications

• 7+ years of benefits administration experience.
• Deep knowledge of self-funded and fully insured health and welfare plans and regulatory frameworks (ERISA, ACA).
• Experience handling confidential employee data with discretion.
• Strong analytical and problem-solving skills.
• Excellent project management with multiple parallel workstreams.
• Advanced Excel skills; proficient in PowerPoint and Word.
• Ability to work in a fast-paced, global environment.

Responsibilities

• Support and execute U.S. employee benefits programs incl. medical, dental, vision, and wellness.
• Contribute to U.S. healthcare strategy, cost management, vendor integration, and wellness programs.
• Maintain plan configurations, eligibility, and deductions in HRIS and vendor systems.
• Conduct audits and reporting for data integrity, compliance, and deductions.
• Ensure benefit documentation stays compliant across jurisdictions.
• Lead vendor onboarding and manage relationships.
• Support annual benefits renewals in multiple regions.
• Prepare census data, analyze quotes, and assess cost implications.
• Draft Open Enrollment materials and provide data-driven insights.

Skills

Analytical thinking

Project management

Communication skills

Discretion with data

Attention to detail

Team collaboration

Leadership

Tools

Microsoft Excel

PowerPoint

Microsoft Word

Workday

Job description

Region Americas

Location New York

Group Corporate

Evercore is seeking a Benefits Vice President to join the Human Capital Group. Reporting to the Head of Benefits, this role is responsible for supporting the strategic oversight, administration, and continuous improvement of the firm’s U.S. and international benefits programs in Asia, Canada, and Israel. The individual will play a key role in healthcare and wellness strategy, vendor governance, compliance, and employee engagement initiatives.

This position requires a highly analytical, detail-oriented professional who can operate both strategically and operationally in a fast-paced, global environment.

Key Responsibilities

Benefits Strategy & Administration

• Support the administration and execution of U.S. employee benefits programs, including medical, dental, vision, and wellness programs, as well as international benefit plans in Asia, Canada, and Israel.
• Serve as a primary contributor to U.S. healthcare and wellness strategy, including plan design analysis, cost management initiatives, vendor integration, and wellness program optimization.
• Maintain plan configurations, eligibility, and deductions in HRIS and vendor systems.
• Conduct regular audits and reporting to ensure data integrity, compliance, and deduction accuracy.
• Ensure benefit documentation remains compliant and up to date across all jurisdictions.
• Lead vendor onboarding and manage ongoing vendor relationships.
• Oversee contractual obligations, governance standards, service-level expectations, and performance metrics.
• Partner with brokers and consultants to evaluate vendor performance, pricing, and service models.
• Support and participate in annual U.S. and international benefits renewals in Asia, Canada, and Israel.
• Prepare and validate census data; analyze quotes, plan changes, and cost implications.
• Draft and deliver Open Enrollment materials and communications.
• Provide data-driven insights and financial analysis to inform leadership decision-making.

Compliance & Regulatory Oversight

• Support annual compliance filings and ensure adherence to applicable federal, state, and international regulations.
• Monitor and interpret regulatory changes affecting self-funded and insured benefit plans.

Employee Engagement & Communication

• Develop and implement employee education, communications, and wellness initiatives to enhance engagement and benefits literacy.
• Support onsite wellness events and firmwide benefits programming.

Process Improvement & Special Projects

• Evaluate and enhance internal processes and policies to improve efficiency, scalability, and cost effectiveness globally.
• Participate in large-scale annual initiatives and ad hoc Benefits and Human Capital projects as required.

Minimum Qualifications

• 7+ years of progressive experience in employee benefits administration.
• Strong knowledge of self-funded and fully insured health and welfare plans and applicable regulatory frameworks (e.g., ERISA, ACA, COBRA, HIPAA).
• Demonstrated ability to manage sensitive and confidential employee data with discretion.
• Advanced analytical and problem-solving capabilities.
• Strong project management skills with the ability to prioritize and manage multiple workstreams in a deadline-driven environment.
• Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and Word.
• Excellent written and verbal communication skills with the ability to engage effectively across all organizational levels.
• Flexibility to work overtime.

Preferred Qualifications

• Experience managing self-funded health plans and wellness programs.
• Exposure to international benefits administration and plan design.
• Experience with Workday or similar HRIS platforms.
• Strategic mindset with the ability to translate data into actionable insights.
• Highly collaborative team player with demonstrated leadership capability.
• Self-starter with strong ownership mentality and attention to detail.
• Experience leading projects or managing junior team members.

Expected Base Salary Range: $160,000 - 170,000

This position requires valid United States work authorization and is not eligible for visa sponsorship.

In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus. Evercore also offers a variety of benefits and programs, subject to eligibility and availability. These include, but are not limited to:

• Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
• 401(k) Retirement Plan
• Life and disability insurance, including additional voluntary financial protection insurance
• Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
• Family-building and family-support benefits
• Paid parental, caregiver, marriage and bereavement leave
• Commuter benefits, health club membership discounts, and other corporate discounts
• Paid holidays, vacation days, personal days, sick days, and volunteer opportunities

About Evercore

Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit www.evercore.com .

Inclusion and Equal Opportunity Employment

Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.