Deloitte · 9 hours ago
Senior Specialist, Benefits Programs (US Retirement)
Tulsa, OK
Full-time
Hybrid
Mid, Senior Level
$73K/yr - $122K/yr
3+ years expDeloitte is a leading professional services firm, and they are seeking a Senior Specialist to support their US Firms Wealth Accumulation (Retirement) programs. The role involves project management, communication strategy, and vendor relationships related to 401(k) and defined benefit plans.
AccountingConsultingFinancial ServicesLegalProfessional ServicesRisk Management
No H1B
Responsibilities
Support the Manager through Firm special projects which may include technology and workforce transformations, automation of vendor platforms, process documentation and improvements, and other activities as requested by RRWB leaders
Maintain program content by partnering with internal and external technology team for timely updates
Oversee required internal process reviews for all program content by partnering with team leadership and stakeholders, including the Office of General Counsel (OGC)
Liaison with program vendors to maintain published content such as program brochures, educational materials, and communications
Support work associated with the Firm's Retirement Committee, including formatting meeting content, preparing meeting materials, and logistics
Facilitate meeting coordination between several leadership stakeholders including taking attendance, coordinating calendars, tracking meeting notes, and supporting logistics
Partner and communicate effectively with internal stakeholders to drive deliverables to completion
Maintain project management documentation including Standard Operating Procedures (SOP), status reports, meeting notes, and incident triage. Update benefits related applications on internal and vendor webpages to maintain accuracy and compliance
Develop presentations and meeting content as directed
Support the team by identifying automation and process improvement opportunities to improve efficiency and participant engagement
Qualification
Required
Bachelor's Degree or equivalent
Minimum 3 years of related US retirement plan experience
Experience with US defined benefit and defined contribution retirement plans
Experience managing multiple, concurrent complex projects
Strong proficiency in Microsoft PowerPoint and Excel
Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Benefits
Discretionary annual incentive program
Company
Deloitte
Deloitte is a business consulting company that offers audit, consulting, financial advisory, and tax services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Anne Muraya
Chief Executive Officer - East Africa
Joe Ucuzoglu
Global Chief Executive Officer
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