Senior Retirement Plan Consultant (Defined Benefit) Hybrid
Gallagher Benefit Services
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
Overview
We are seeking a Sr. Consultant – Operations, Administration to join our team. In this position, you’ll work closely with leadership as a trusted partner, helping to shape operational excellence, strengthen client relationships, and deliver exceptional service. You’ll join a team where your fresh perspectives and innovative ideas will be welcomed to enhance processes and elevate standards.
How you'll make an impact
- Perform complex calculations and interpret plan documentation for defined benefit plans while ensuring compliance and accuracy in plan administration.
- Review historical processes and projects to identify areas for improvement and implement enhancements to improve efficiency and effectiveness.
- Provide consulting services to assigned client accounts of moderate to high complexity, assessing and prioritizing client needs to deliver timely and effective solutions.
- Build, expand, and solidify relationships with clients at all levels within their organizations.
- Collaborate with Sales to prepare and negotiate fee-based pricing and manage the transition of new clients post-sales.
- Take ownership of operational workflows, lead project teams to achieve milestones and objectives, and ensure timely project completion.
- Provide guidance and mentorship to a team of low to mid-level professionals while collaborating cross-functionally with internal stakeholders and external clients across industries and sizes.
- Anticipate business challenges and regulatory issues, recommending process, product, or service improvements.
- Maintain availability to travel to client or team sites as necessary.
About You
- Strong understanding of defined benefit plan administration, including calculations, plan documentation, compliance, and governance. Experience in defined contribution plan design, governance, compliance, and administration is a plus.
- Actuarial background with administrative experience is highly preferred.
- Proven ability to manage and mentor a team, providing direction, support, and alignment with organizational goals.
- Strong project management skills to ensure operational efficiency, team alignment, and successful delivery of measurable results.
- Use sound judgment in client interactions, anticipating needs, identifying new opportunities, and achieving billable hours goals.
- 7-10 years of experience in defined benefit plan administration or a related field, with 5+ years in professional services businesses, including direct people management.
- Bachelor’s degree or equivalent from a four-year college or technical school. Professional certification (e.g., Certified Employee Benefits Specialist) is preferred.
- Excellent oral and written communication, organizational, negotiation, and time management skills.
- Proficiency in Microsoft Office Suite.
Compensation and benefits
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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