Director - H&B Compliance and Audit

In this role you will partner with local client teams to develop and deliver health and welfare compliance solutions to clients. You will be working both directly with clients and in coordination with our broader Health & Benefits practice, as well as our Technical Services Group and Retirement practice.  

Performance Objectives: 

Financial 

Partner with local client teams and regional compliance leaders to identify opportunities to cross-sell new products and services by working with Market Leaders, Sales and Client Service teams to identify, develop and close strategic sales opportunities 

 
Clients 

• As a senior colleague, support multiple client projects involving federal health and welfare benefit plan design and strategy compliance issues 

• Work on client deliverables in coordination with junior and mid-level colleagues 

• Finalize and present quality deliverables to clients 

• Partner with client service teams to become a trusted advisor for clients and provide consistent, superior relationship management 

• Research various compliance and tax issues, draft responses and memoranda and assist client meetings and presentations    

• Lead compliance audits and benefits administration/process improvement reviews 

 Excellence 

• Serve as a subject matter expert on health and welfare laws and regulations 

• Perform technical review of work products developed by junior and mid-level colleagues 

• Contribute to the development of new tools and approaches related to compliance consulting  

People 

• Mentor junior colleagues  

• Build relationships internally and collaborate effectively on cross-functional teams 

• Work closely with regional compliance leader to assist in increasing compliance related activity and growth across respective region(s)