We are excited to bring on an Business Process Implementation Consultant to support the Executive Benefits team within the Retail Solutions organization. This will be a hybrid role; we are open to candidates in the following key city locations: Charlotte (NC), Fort Wayne (IN), Greensboro (NC), Hartford (CT), Omaha (NE), or Radnor (PA).
Requirements
- Managing complex investment structures and driving process improvements across multiple lines of business in the Executive Benefits and PPLI space.
- Developing tools and procedures to streamline processes.
- Collaborating with a broad range of internal and external teams and identifying efficiencies to support evolving business and market demands.
- Demonstrating strong diligence in managing competing priorities, coordinating with multiple stakeholders, while consistently meeting tight deadlines to deliver high-quality results aligned with client expectations.
- Maintaining tools and processes for monitoring new and ongoing client allocations to sophisticated alternate investments.
- Building and maintaining strong business relationships with internal and external stakeholders, serving as a subject matter expert and resource, through concise, effective and consistent communication maintaining a professional demeanor.
- Performing root cause analysis to troubleshoot and identify issues and gaps to develop sustainable, long-term solutions for our customers and team.
- Executing on routine tasks of the role with independent thinking.
- Supporting a growing market that is expected to have evolving demands, requiring fast-paced timelines.
- Identifying, recommending, and championing process improvements and organizational initiatives that significantly reduce workloads, improve quality and/or positively influence the customer experience.
- Carrying out duties in compliance with all state and federal regulations and guidelines.
Benefits
- PTO/parental leave
- Competitive 401K and employee benefits
- Free financial counseling, health coaching and employee assistance program
- Tuition assistance program
