Execution Project Lead Consultant

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• This is a full-time role primarily focused on managing a variety of settlement projects.

• Act as the execution project lead for 2-4 mid- to large-sized settlement implementations.

• Direct the comprehensive management of pension settlement projects, which includes planning, execution, monitoring, and delivery.

• Ensure project implementations comply with ERISA, IRS, and PBGC regulations.

• Create detailed project plans, timelines, and status reports for both internal stakeholders and clients.

• Collaborate with local teams, legal advisors, recordkeepers, and client representatives to facilitate smooth execution.

• Identify project risks and formulate mitigation strategies to avoid delays or compliance issues.

• Monitor data accuracy and participant communications, ensuring high-quality deliverables and client satisfaction.

• Organize client meetings, prepare presentation materials, and provide clear updates regarding project status and next steps.

• Manage vendor relationships throughout the lifecycle of the project.

• Contribute to the development of best practices, process enhancements, and knowledge sharing within the team.

⛳️ Requirements

• A minimum of 10 years of experience in the pension field.

• Previous knowledge of ERISA, IRS, and PBGC requirements related to defined benefit plan terminations and settlements is preferred.

• Outstanding organizational and time management abilities, capable of managing multiple complex projects simultaneously.

• Demonstrated ability to work collaboratively with a range of stakeholders, including actuaries, legal teams, plan sponsors, and insurers.

• Strong analytical and problem-solving capabilities with meticulous attention to detail.

• Excellent communication and presentation skills, both in writing and verbally.

• Flexibility to adapt to changing regulatory requirements and project complexities.

• Comfortable working in fast-paced, deadline-driven environments.

🏝️ Benefits

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program).

• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off.

• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Certain senior-level roles may also qualify for non-qualified Deferred Compensation and Deferred Savings Plans.