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About the role
Key responsibilities & impact- Lead or support large, complex retirement projects across defined contribution, defined benefit, and administration scopes
- Serve as a primary or senior point of contact for clients on complex technical and compliance‑driven work
- Translate complex retirement, compliance, and administration issues into clear options and deliverables
- Review and contribute to scopes of work, pricing, budgets, timelines, and delivery plans
- Partner with consultants, administrators, actuaries, and compliance specialists to ensure coordinated, high‑quality delivery
- Identify project risks, issues, and dependencies and recommend pragmatic solutions
- Support remediation, error correction, and risk‑mitigation efforts (including E&O‑related work)
- Act as a subject matter expert in retirement plan compliance, governance, and administration
- Support work involving:
- - ERISA and IRC compliance
- - DC and DB plan operations
- - Vendor oversight and governance
- - Operational readiness and remediation
- Perform technical review of work products prepared by others
- Help clients and internal teams assess regulatory, fiduciary, and operational risk
- Contribute to WTW’s national Shared Delivery model, supporting teams across regions and client segments
- Partner with consulting leadership to:
- - Scope and structure complex work
- - Identify resourcing needs
- - Support delivery model decisions
- - Participate selectively in sales calls, client discussions, and solution design
- Contribute to development of tools, templates, and approaches that can be leveraged across future projects
- Support training, controls, and best practices to improve delivery consistency and quality
Requirements
What you’ll need- 15+ years of experience in retirement consulting, administration, compliance, actuarial, or outsourcing environments
- Strong background in:
- - Retirement plans (DB, Retiree Welfare, 401(k), 403(b), PEP experience a plus)
- - Retirement plan compliance and governance
- - Administration and operational execution
- Undergraduate degree required; Certifications (FSA, ASA, EA, ASPPA, CEBS) or other designations for practical experience is a plus but not required
- Proven experience successfully working on multiple projects and producing quality deliverables on time
- Track record of success in managing large client relationships and leading global teams
- Experience in managing multiple people and projects and producing quality deliverables on time and within budget
- Proven ability to recognize and diagnose issues, work in teams, and leverage the resources of other related practices to address client challenges
- An executive presence with polished and well developed written and oral communication skills
- Superior ability to influence and collaborate with senior management and work across all levels of an organization
- Excellent Microsoft Excel and PowerPoint skills (and Microsoft Copilot experience a plus)
- Ability to work with remote teams and travel as needed.
Benefits
Comp & perks- 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, Identify 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 be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement consultingretirement plan complianceadministrationoperational executionproject managementrisk mitigationvendor oversighttechnical reviewregulatory assessmentfiduciary risk assessment
Soft Skills
communication skillsinfluencecollaborationproblem-solvingleadershipteam managementclient relationship managementorganizational skillsexecutive presencetraining and mentoring
Certifications
FSAASAEAASPPACEBS
