Health & Welfare Consultant

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 leading vendor management firm since 2007, Optimatum brings best practices in vendor management to HR Supply Chain operations, including Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. We design and execute harmonization strategies, providing active management and oversight to help clients create and capture value through seamless, efficient solutions.

About the role

The Health & Welfare Consultant supports the Client Services team in analytics, streamlining processes, and ensuring compliance across clients’ HR/Benefit plans, programs, systems, and functions. You’ll collaborate to define and execute innovative strategies that create measurable value, leveraging deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, vendors, operations, and systems.

This role offers end-to-end visibility, significant autonomy, and the opportunity to influence both client success and the trajectory of our business in a high-performing, entrepreneurial culture that celebrates individuality, inclusion, and collaborative growth.

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

Requirements

• 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)
• Experience gained in an advisory/consulting environment or prior external consulting experience
• 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

Benefits

• 401(k) with company match
• Comprehensive medical, dental, and vision insurance
• Life insurance, short-term and long-term disability
• Flexible time off policy (vacation, personal days, holidays)
• Paid company parties
• Employee discounts
• Opportunity for advancement
• Training & development
• Tuition assistance

Pay

The expected annual salary ranges from $100,000 to $145,000. Offers are based on relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, contractual agreements, and certifications. Successful candidates may also be eligible for a discretionary bonus.

Work location: New York City office.