Director - Compliance & Audit Team

In this role you will be responsible for developing new business, leading and delivering strategic client engagements and serving as strategic advisor to clients concerning their compliance issues. You will be working both directly with clients and in coordination with our broader H&B practice, as well as our Technical Services Group and Retirement practice. You will also be asked to contribute your thought leadership to the overall development of the practice.

Performance Objectives:

Financial

• Identify opportunities to cross-sell new products and services by working with Market Leaders, Sales and Client Relationship Management teams to identify, develop and close strategic sales opportunities

Clients

• Partner with colleagues to support multiple client projects involving health and welfare benefit plan design and strategy and federal, state and local compliance issues
• Develop client deliverables in coordination with consultants and senior consultants
• Finalize and present quality deliverables to clients
• Establish a trusted advisor role with clients and provide consistent, superior relationship management
• Research various compliance and tax issues, draft responses and memoranda and assist client meetings and presentations   
• Participate on compliance audits and benefits administration/process improvement reviews
• Assist with the preparation of presentations and reports on changing laws and the impact on employers and their benefit plans
• Partner with colleagues to manage multiple client projects involving health and welfare benefit plan design and strategy and federal, state and local compliance issues
• Develop plans for execution of large engagements

 Excellence

• Serve as a subject matter expert on health and welfare laws and regulations
• Perform technical review of work products
• Contribute to the development of new tools and approaches related to compliance consulting 

People

• Demonstrate extensive leadership ability by mentoring other consultants
• Build relationships internally and collaborate effectively on cross-functional teams
• Oversee analysts and consultants in the delivery of compliance projects

The Requirements 

• Juris Doctorate strongly suggested and minimum of 10 years relevant experience within employee benefits
• Proven experience and success in employee health and welfare benefit consulting with a focus on compliance.  Prior experience in a professional services firm, insurance company or legal environment preferred
• Deep knowledge of IRC, ERISA, HIPAA and other relevant laws and regulations affecting employee benefit plans 
• A broad understanding of human capital strategy and the ability to contribute to cross-practice client engagements
• Experience in managing multiple people and projects and producing quality deliverables on time and within budget
• Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges
• Material client-facing experience with public speaking experience a plus