Associate Benefits Consultant (Finance)

For nearly 80 years, Segal has been providing employee benefits, retirement plan investment advisory and human resources consulting for multiemployer trust funds, corporations and public sector organizations. Segal is an independent, privately and employee-owned firm. Our independence allows us to provide unbiased consulting services for our clients. Headquartered in New York City, Segal has offices throughout the United States and in Canada. We are a smaller organization that provides a more intense and broader exposure for development purposes within a culture that is highly collegial and team-oriented. You will work with colleagues who are smart, professional, talented and...nice people. We offer a competitive pay and benefits package that includes a defined benefit and matching 401(k) retirement plans.

We are currently recruiting for a Associate Benefits Consultant to join our New York Region. Segal is a flexible hybrid organization.

The Opportunity: The candidate will enjoy client interaction, work collaboratively with a diverse audience of colleagues and clients, and has the ability and interest to travel as needed, meeting with clients and prospects.  They will also enjoy learning about creative, innovative and strategic opportunities to ultimately help guide clients and colleagues around the issues and emerging developments in the employee health benefits and retirement benefits industries.

The Role: The Associate Benefits Consultant is integral to supporting the delivery of a broad and diverse range of client services to Multiemployer and Public Sector organizations.  The Associate Consultant focuses on mastery of core knowledge/skills and is developing competence in complex, non-standard knowledge/skills and developing expertise in select technical areas. The incumbent may supervise Level 1 and 2 staff on small to medium sized projects, demonstrating ability to plan, budget, delegate, oversee, quality assure and deliver on work. The Associate Consultant has regular client contact on routine and complex matters including presenting work product, all under limited supervision. The Associate Consultant may perform as the technical consultant and/or secondary consultant on select clients and, proactively mentors and coaches junior staff members. The incumbent contributes to practice development and quality improvement initiatives and to a work culture that is diverse, equitable and inclusive. Success in the role also requires effective collaboration with their manager, colleagues, employees around the company and externally with clients, vendors and other points of contact required to perform their role. 

Key Responsibilities: The Associate Consultant performs on client teams and on projects designed to provide broad-based exposure to the design, development, and implementation aspects of employee benefit projects and to create opportunity for learning creative, innovative and strategic ways to help guide clients and colleagues around the issues and emerging developments in the health and retirement benefits industries. Responsibilities include, but are not limited to:

• Managing consulting projects that involve developing business solutions and the corresponding project plan to execute on agreed upon solutions.

• As appropriate, performing as the lead client contact on a day-to-day basis, sustaining effective advisory rapport with clients, and contributing in meaningful ways to the creative and problem-solving thought processes.

• Assisting with writing proposals, attending finalist interviews, researching prospects, and other business development activities.

• Providing guidance to junior staff members to include delegating and reviewing work quality and outcomes and mentoring/coaching for developmental purposes.

• Providing guidance to junior staff members to include delegating and reviewing work quality and outcomes and, mentoring/coaching for developmental purposes.

Key Requirements:

• A minimum of 4 years of relevant work experience at Segal or 6 years performing relevant roles within a consulting firm and/or progressive corporate environment involving analysis, design and implementation of a broad range (i.e., retirement and health) of employee benefits programs.

• Bachelor's degree any major with a quantitative or research curriculum and a writing component, desirable.

• Demonstrated problem-solving, analytical, and quantitative ability.

• Effective interpersonal and communication skills (oral / writing) along with ability to interact with a diverse audience of colleagues and clients.

About Segal and its Total Rewards Program:

Segal is a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal's total rewards are part of what makes Segal a special place to work. The current salary range for this position is $62,500 to $75,000 plus opportunity for a discretionary performance bonus based on company profitability and employee performance. In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, matching and discretionary contributions to a 401(k) profit sharing plan, medical and prescription benefits including contributions to a health savings account for eligible employees, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement. Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave and sabbaticals.

Join Segal:

If your qualifications align closely with what we've described, we encourage you to apply. Your unique background and skills matter because at Segal, we believe that different experiences and perspectives drive innovation and excellence. We're committed to creating a fair and transparent hiring process and all hiring decisions will be merit-driven. If you require accommodations during the interview, please let us know. Thank you for considering Segal. We're excited to learn more about you!

Please Apply…Segal is the right size, the right organization and…the right move for you!  Please apply now.

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