Execution Project Lead Consultant
The Role
Full-time position with primary focus on project managing a variety of settlement projects
Serve as execution project lead on 2-4 mid- to large sized settlement implementations
Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery
Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations
Develop detailed project plans, timelines and status reporting for internal stakeholders and clients
Cook up with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution
Identify project risks and develop mitigation strategies to prevent delays or compliance issues
Monitor data accuracy and participant communications, ensuring high-quality deliverables and client satisfaction
Facilitate client meetings, prepare presentation materials and provide clear updates on project status and next steps
Manage vendor relationships throughout the project lifecycle
Qualifications
- 10 years of pension experience
- Prior knowledge of ERISA, IRS and PBGC requirements related to defined benefit plan terminations and settlements preferred
- Excellent organizational and time management skills with the ability to manage multiple complex projects simultaneously
- Proven ability to collaborate across diverse stakeholders, including actuaries, legal teams, plan sponsors and insurers
- Strong analytical and problem-solving skills with keen attention to detail
- Exceptional communication and presentation skills, both written and verbal
- Ability to adapt to evolving regulatory requirements and project complexities
- Comfortable working in fast-paced deadline-driven environments