Health Welfare Consultant
Optimatum Solutions LLC, New York, NY, United States
Benefits
401(k) matching Dental insurance Employee discounts Opportunity for advancement Paid time off Training & development Tuition assistance Vision insurance Overview
Optimatum Solutions is seeking a Health & Welfare Consultant who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. As a Health & Welfare Consultant, you’ll bring deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations, and systems. You’ll collaborate closely with our Client Services Team to define and execute innovative strategies that create measurable value across HR and benefits. Unlike larger organizations where ownership can feel diluted, here you’ll have end-to-end visibility, significant autonomy, and the chance to influence both client success and the trajectory of our business. If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you. The Opportunity The Health & Welfare Consultant supports the Client Services team in analytics, streamlining processes and ensuring compliance across clients’ HR/Benefit plans, processes, programs, systems, applications and functions. The ideal candidate will utilize Microsoft Office tools, strong research abilities, and effective communication skills to contribute to project delivery through data analysis, process evaluation, interpretation and reporting of findings, as well as provide general project management support. Key Responsibilities
Analyze HR and Employee Benefits related data, including employer-sponsored health & welfare and retirement plans, self-insured plan costs, stop-loss coverage, and plan documents Identify optimization cost mitigation, compliance and process enhancement opportunities Present findings and actionable insights to internal and external stakeholders Provide project management support to ensure timely and effective execution of client deliverables Qualifications
Bachelor’s degree or higher required 7+ years relevant professional experience with demonstrated familiarity in HR/Employee Benefits Plans, Programs and Vendors (knowledge of both Employer Sponsored Healthcare and Retirement programs) – Required Experience gained in an advisory/consulting environment or prior external consulting experience - Required Proficient in Microsoft Office, particularly Excel and PowerPoint Advanced data analysis capabilities Strong client service orientation and ability to respond to all communications effectively and in a timely manner Proven ability to complete project deliverables, manage multiple priorities and workstreams simultaneously Exceptional organizational and planning skills to ensure timely work product delivery Highly detail-oriented with a commitment to accuracy Demonstrated integrity in all functions of work Pursuit of CEBS designation desired We offer a competitive compensation and generous employee benefits package that includes: Salary and bonus Comprehensive Benefits Program – Medical, Dental, Vision, Life Insurance, STD & LTD 401(k) with employer match Flexible time off policy – including vacation, personal days and holidays Join the Optimatum Team, bring your talent, and work in our New York City office located in the Rockefeller Center area. (This is an in-office position, but could be remote for the right talent) ** The expected annual salary ranges from $100,000 - $145,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package (for eligible employees), successful candidates may be eligible to receive a discretionary bonus.
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401(k) matching Dental insurance Employee discounts Opportunity for advancement Paid time off Training & development Tuition assistance Vision insurance Overview
Optimatum Solutions is seeking a Health & Welfare Consultant who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes. As a Health & Welfare Consultant, you’ll bring deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations, and systems. You’ll collaborate closely with our Client Services Team to define and execute innovative strategies that create measurable value across HR and benefits. Unlike larger organizations where ownership can feel diluted, here you’ll have end-to-end visibility, significant autonomy, and the chance to influence both client success and the trajectory of our business. If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you. The Opportunity The Health & Welfare Consultant supports the Client Services team in analytics, streamlining processes and ensuring compliance across clients’ HR/Benefit plans, processes, programs, systems, applications and functions. The ideal candidate will utilize Microsoft Office tools, strong research abilities, and effective communication skills to contribute to project delivery through data analysis, process evaluation, interpretation and reporting of findings, as well as provide general project management support. Key Responsibilities
Analyze HR and Employee Benefits related data, including employer-sponsored health & welfare and retirement plans, self-insured plan costs, stop-loss coverage, and plan documents Identify optimization cost mitigation, compliance and process enhancement opportunities Present findings and actionable insights to internal and external stakeholders Provide project management support to ensure timely and effective execution of client deliverables Qualifications
Bachelor’s degree or higher required 7+ years relevant professional experience with demonstrated familiarity in HR/Employee Benefits Plans, Programs and Vendors (knowledge of both Employer Sponsored Healthcare and Retirement programs) – Required Experience gained in an advisory/consulting environment or prior external consulting experience - Required Proficient in Microsoft Office, particularly Excel and PowerPoint Advanced data analysis capabilities Strong client service orientation and ability to respond to all communications effectively and in a timely manner Proven ability to complete project deliverables, manage multiple priorities and workstreams simultaneously Exceptional organizational and planning skills to ensure timely work product delivery Highly detail-oriented with a commitment to accuracy Demonstrated integrity in all functions of work Pursuit of CEBS designation desired We offer a competitive compensation and generous employee benefits package that includes: Salary and bonus Comprehensive Benefits Program – Medical, Dental, Vision, Life Insurance, STD & LTD 401(k) with employer match Flexible time off policy – including vacation, personal days and holidays Join the Optimatum Team, bring your talent, and work in our New York City office located in the Rockefeller Center area. (This is an in-office position, but could be remote for the right talent) ** The expected annual salary ranges from $100,000 - $145,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package (for eligible employees), successful candidates may be eligible to receive a discretionary bonus.
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