Employee Benefits Project Manager

Position Overview

The Employee Benefits Project Manager plays a critical role within WTWs Alternative Asset Insurance Solutions (AAIS) Group. AAIS provides employee benefits due diligence for private equity firms evaluating costs liabilities and risk exposures for potential this role you will lead the full employee benefits due diligence processfrom initial engagement through deal closeserving as a subjectmatter expert across health & welfare benefits retirement plans and posttransaction integration strategies. You will manage crossfunctional workstreams analyze employer benefit programs and deliver clear executiveready reports to private equity clients.

Key Responsibilities

Due Diligence Leadership

• Manage all aspects of employee benefits due diligence for private equity transactions from kickoff through close.

• Serve as the primary point of contact for AAIS Producers and private equity clients throughout the engagement.

• Oversee workflows timelines and deliverables across multidisciplinary teams.

Analysis & Reporting

• Conduct detailed analyses of employee benefit programs for midmarket companies.

• Interpret and assess plan documents financial data contribution strategies vendor contracts compliance materials and government filings (e.g. Form 5500).

• Develop financial models and reporting using WTW templates and standards.

• Draft and present comprehensive due diligence reports with clear findings risks cost implications and recommendations.

Internal & External Collaboration

• Work closely with subjectmatter experts across HR operations payroll actuarial legal compliance and retirement teams.

• Partner with AAIS Producers to support predeal scoping and client communication.

• Contribute to postclose support and help secure Broker of Record assignments for WTW where appropriate.

Required Knowledge Skills & Experience

• Bachelors degree (BS/BA) required.

• 7 years of employee benefits brokerage consulting or relevant industry experience.

• Deep knowledge of:

  • Health & welfare plans (Medical Pharmacy Dental Vision Life STD LTD)

  • Plan design underwriting and funding methodologies

  • Benefits regulations including ACA ERISA HIPAA COBRA

• Exceptional analytical organizational and project management skills.

• Strong written and verbal communication with the ability to present findings to senior executives.

• Ability to manage multiple engagements in a fastpaced transactiondriven environment.

• Proficiency with Microsoft Word Excel and PowerPoint.

• Demonstrated ability to work collaboratively across geographically dispersed teams.

• Displays comfort and credibility when communicating with stakeholders at all levels including senior leadership.

Growth & Career Development

• Opportunity to develop advanced analytical and technical skills in employee benefits and M&A due diligence.

• Exposure to private equity clients Csuite executives and multidisciplinary internal teams.

• Potential to progress into specialized advisory roles or broader dealstrategy responsibilities within AAIS or WTW.

• Career growth path spanning employee benefits consulting M&A advisory and strategic project leadership.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors including but not limited to location of the role individual competencies education/professional certifications qualifications/experience performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $115000-$200000 USDper year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program) medical (including prescription drug coverage and fertility benefits) dental vision Health Savings Account Commuter Accounts Health Care and Dependent Care Flexible Spending Accounts company-paid life insurance supplemental life insurance AD&D group accident group critical illness group legal identify theft protection wellbeing program adoption assistance surrogacy assistance auto/home insurance pet insurance and other work/life resources
• Leave Benefits: Paid holidays annual paid time off (includes state/local paid leave where required) company-paid disability (short-term and long-term disability) other leaves (e.g. bereavement FMLA ADA jury duty military leave and Parental and Adoption Leave) Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers we will consider for employment qualified applicants with arrest and conviction records.

EOE including disability/vets

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.