Director - H&B Compliance and Audit

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) 

The Requirements  

• Juris Doctorate required 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, COBRA, PPACA, MHPAEA, FMLA, 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 a high volume of projects/activities and producing quality deliverables on time and within budget 

• Proven ability to recognize and diagnose issues, provide guidance in clear and concise fashion, work in teams, and leverage the resources of other related practices to address client challenges 

• Material client-facing experience with public speaking experience