Strategic Leadership: Lead the strategy, design, implementation, and management of enterprise-wide health and well-being programs tailored to the financial services workforce.
Incentive Program Management: Administer, communicate, and evaluate health and wellness incentive programs to drive participation and optimize account funding utilization.
Program Development: Spearhead complex initiatives to develop, implement, and monitor health and well-being programs that meet both organizational and individual needs.
Vendor Oversight: Manage relationships with embedded onsite well-being contractors and external vendors to ensure consistent program delivery and measurable outcomes.
Data-Driven Insights: Leverage data and analytics to identify trends in lifestyle-related health issues and translate insights into actionable program enhancements.
Cross-Functional Collaboration: Partner with Benefits, Legal, Communications, and other stakeholders to resolve issues and ensure alignment of well-being initiatives with broader business goals.
Risk & Compliance: Monitor controls, ensure proper records retention, and support compliance with internal policies and external regulations.
Education & Engagement: Develop and deliver engaging presentations on health and well-being benefits to diverse internal audiences, including leadership and employee groups.
Benefits Administration: Support annual benefits enrollment and administration, including testing, process meetings, communication reviews, and maintenance of procedures related to well-being benefits.
Requirements
5+ years of Benefits experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
5 years of progressive experience in health and well-being program leadership, preferably within the financial services industry.
Bachelor’s degree in Public Health, Human Resources, or a related field.
Strong understanding of corporate benefits administration and procedures.
Proven ability to use data analytics to inform strategy and measure program impact.
Expertise in wellness incentive design and behavioral health engagement strategies.
Excellent communication, presentation, and stakeholder management skills.
Experience managing vendor relationships and leading cross-functional initiatives.
Demonstrated experience managing employee assistance programs and mental health service offerings, including vendor management and partnerships, program design, and employee engagement initiatives.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analyticsbenefits administrationwellness incentive designprogram developmentvendor managementemployee assistance programsmental health serviceshealth and well-being program leadershipcompliance monitoringprocess improvement