Principal

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Summary:

The Principal consultant will independently lead client relationships at all levels of the client organization. The Principal also actively participates in the office Leadership Group and leads operations-focused and business development initiatives both internally and externally.

Essential Duties and Functions:

• Drive business results through retaining and growing existing client relationships.
• Provide thought leadership and intellectual capital for clients
• Provide strong leadership with client teams
• Manage client relationships
• Manage and execute projects and other client deliverables
• Independently lead complex project and client assignments.
• Possess strong senior consultant traits, specifically asking effective questions, listening skills and applying key themes from a client's business objectives and challenges.
• Demonstrate deep understanding of technical aspects of financial analyses and translates results into appropriate strategic plans for clients.
• Delegates work appropriately, enabling teammates to grow in their careers
• Ability to create prospect leads and drive revenue generation; includes new revenue channels and expanded revenue with existing clients.
• Serves as a formal or informal mentor and advisor for teammates.
• Accountability for all client work to be accurate and peer reviewed 100% of the time.
• Exhibits strong leadership skills internally and externally.

Competencies:

• Visionary Leadership – Shapes and champions a compelling vision for teams and clients. Connects work to broader business strategy.
• Enterprise Thinking – Leads with a company-wide perspective. Makes decisions for the long-term health of the company.
• Client Strategist – Leads C-level relationships and is seen as a true advisor. Influences client direction and long-term strategy.
• Culture Driver – Creates a culture of inclusion, excellence, and innovation. Inspires others and models integrity.
• Talent Developer – Builds strong teams and leaders. Invests time in coaching and developing others.
• Change Agent – Leads transformation with clarity and confidence. Turns ambiguity into direction.
• Business Growth – Identifies and acts on opportunities to grow the firm. Shapes service offerings, thought leadership, and market positioning.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• Bachelor’s degree
• Minimum of 10 years of employee benefits consulting experience
• Strong management skills
• Strong client relationship and revenue generation skills
• Strong analytical and financial analysis skills
• Proficient with MS Office, including Excel, Word, and PowerPoint
• Excellent communication, interpersonal, and organizational skills
• Life and Health license in good standing, required within 90 days of hire
• Ability to maintain a high level of confidentiality

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.
• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.
• Vision sufficient for use of a computer monitor.
• Ability to sit at a desk 7-8 hours per day.
• Ability to travel to client meetings both locally and out of town as needed.
• This role may involve routine or periodic travel which requires the teammate to operate their own vehicle or a rental vehicle.  As a condition of employment—and periodically thereafter—the teammate may be required to maintain an acceptable Motor Vehicle Record and carry minimum levels of auto insurance coverage.

This job description is not meant to be an all-inclusive statement of the duties of the position listed above. Other appropriate duties may be required from time to time.

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself 

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.