WTW · 3 hours ago
Employee Benefits Project Manager
WTW is a company specializing in alternative asset insurance solutions, and they are seeking an Employee Benefits Project Manager to lead the employee benefits due diligence process for private equity firms. The role involves managing due diligence for transactions, analyzing benefit programs, and collaborating with various teams to deliver comprehensive reports to clients.
ConsultingInformation TechnologyInsuranceMedicalService Industry
Responsibilities
Manage all aspects of employee benefits due diligence for private equity transactions, from kickoff through close
Serve as the primary point of contact for AAIS Producers and private equity clients throughout the engagement
Oversee workflows, timelines, and deliverables across multidisciplinary teams
Conduct detailed analyses of employee benefit programs for mid‑market companies
Interpret and assess plan documents, financial data, contribution strategies, vendor contracts, compliance materials, and government filings (e.g., Form 5500)
Develop financial models and reporting using WTW templates and standards
Draft and present comprehensive due diligence reports with clear findings, risks, cost implications, and recommendations
Work closely with subject‑matter experts across HR operations, payroll, actuarial, legal, compliance, and retirement teams
Partner with AAIS Producers to support pre‑deal scoping and client communication
Contribute to post‑close support and help secure Broker of Record assignments for WTW where appropriate
Qualification
Required
Bachelor's degree (BS/BA) required
7+ years of employee benefits brokerage, consulting, or relevant industry experience
Deep knowledge of: Health & welfare plans (Medical, Pharmacy, Dental, Vision, Life, STD, LTD)
Deep knowledge of: Plan design, underwriting, and funding methodologies
Deep knowledge of: Benefits regulations including ACA, ERISA, HIPAA, COBRA
Exceptional analytical, organizational, and project management skills
Strong written and verbal communication, with the ability to present findings to senior executives
Ability to manage multiple engagements in a fast‑paced, transaction‑driven environment
Proficiency with Microsoft Word, Excel, and PowerPoint
Demonstrated ability to work collaboratively across geographically dispersed teams
Displays comfort and credibility when communicating with stakeholders at all levels, including senior leadership
Benefits
Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identify theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance and other work/life resources
Leave Benefits: Paid holidays, annual paid time off (includes state/local paid leave where required), company-paid disability (short-term and long-term disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
Company
WTW
WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
H1B Sponsorship
WTW has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (4)
2022 (5)
2021 (2)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.75BKey Investors
Elliott Management Corp.,Starboard Value
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity
Leadership Team
Recent News
Yahoo Finance
2026-02-04
2026-02-03
Company data provided by crunchbase