Senior Benefits & Wellness Advisor

About the role

The Senior Benefits & Wellbeing Advisor at BCLP is responsible for the end-to-end delivery, administration, and continuous improvement of US employee benefits and wellbeing programs. This role operates with a degree of autonomy, managing complex processes, providing expert guidance, and supporting decision-making through data-driven insights.

Responsibilities

• Manage day-to-day administration of US benefits programs, ensuring accuracy, compliance, and service excellence.
• Manage complex lifecycle events (hires, terminations, qualifying life events) and resolve escalated issues.
• Resolve complex, non-routine cases and escalations requiring interpretation of plan, regulatory, and vendor constraints.
• Identify and escalate material risks, trends, or issues to function leadership.
• Ensure alignment between plan documents, systems, and operational processes.
• Administer retirement plan operations, including eligibility, contributions, and distribution processes.
• Coordinate retirement plan transactions with recordkeepers and payroll, ensuring accuracy and compliance.
• Act as an escalation point for complex employee benefit queries.
• Provide clear, expert guidance on plan design, eligibility, and processes.
• Coordinate and enhance employee education (e.g., onboarding, open enrolment).
• Drive a customer-focused service model, improving satisfaction and resolution times.
• Partner with vendors to facilitate excellent service delivery and issue resolution.
• Assist in resolving complex vendor issues.
• Contribute to vendor performance and governance activities.
• Collaborate with stakeholders on vendor implementations and transitions, supporting delivery and ensuring smooth execution.
• Partner with recordkeepers and advisors on retirement plan service delivery and issue resolution.
• Identify and recommend process improvements, supporting implementation.
• Standardize and document processes to improve efficiency and reduce risk.
• Contribute to benefits-related projects and system enhancements.
• Contribute to operational excellence through ongoing review of workflows.
• Coordinate the delivery and execution of wellbeing initiatives across financial, physical, and mental wellbeing.
• Partner with internal stakeholders to deliver campaigns and improve engagement.
• Maintain program participation and effectiveness, providing recommendations for enhancement.
• Develop and maintain materials to increase wellbeing awareness and education.
• Prepare and deliver reporting.
• Analyze data to identify cost drivers, risks, and optimization opportunities, including PEPM cost analysis and trend monitoring across self-funded plans (where applicable).
• Provide data-driven insights and recommendations to advise on decision-making.
• Contribute to forecasting, renewals, and benchmarking activities.
• Maintain data accuracy through validation and reconciliation.
• Translate complex data into clear, actionable insights for HR and Finance stakeholders.
• Support analysis of retirement plan metrics such as participation rates and savings behavior.
• Contribute to compliance with US benefits and leave regulations, including ERISA, ACA, COBRA, HIPAA, FMLA, as well as applicable IRS and DOL requirements.
• Contribute to key compliance activities such as: Form 5500 preparation and filings, plan audits and documentation, and retirement plan compliance activities, including non-discrimination testing (e.g., 401(k), Section 125) and audit support.
• Ensure programs are administered in line with plan documents and regulatory requirements.
• Maintain audit readiness and coordinate internal and external review activities.
• Partner with HR, Payroll, Finance, Legal, and external providers.
• Provide subject matter expertise to support decision-making.
• Contribute to benefits communications and strategic initiatives.
• Support leadership with reporting and insights.

Qualifications and Skills

• Bachelor’s degree in Human Resources, Business, Finance, or related field.
• 5+ years of US benefits experience, including health & welfare and retirement plans (e.g., 401(k)), with exposure to plan administration and compliance and reporting.
• Strong knowledge of US regulatory frameworks (ERISA, ACA, COBRA, HIPAA, FMLA).
• Experience with compliance activities, audits, and regulatory filings.

Key Skills & Competencies:

• Strong technical knowledge of US benefits.
• Strong knowledge of retirement plans, including 401(k) administration, contributions, participation trends, and compliance requirements.
• Ability to manage complex processes and apply sound judgment, escalating based on risk and impact.
• Analytical, data-driven mindset with strong attention to detail.
• Effective stakeholder and vendor management skills.
• Customer-focused approach to employee support.
• Able to navigate ambiguity and competing priorities.
• Experience and proficiency with HRIS / HCM systems (e.g., Rippling, PeopleSoft).
• Proficiency in data analysis and reporting tools (e.g., Excel, reporting dashboards).
• Experience working with benefits administration platforms and vendor systems.

Benefits

BCLP is an equal employment opportunity employer. The Firm strictly prohibits discrimination against any applicant or employee based on race, color, religion, national origin, age, military status, gender (including pregnancy, childbirth, lactation or medical conditions related thereto), sexual orientation, gender identity, gender expression, marital status, mental or physical disability, genetic information, or any other basis protected by applicable law. The Firm also strictly prohibits harassment of applicants or employees based on any protected class or status. The Firm complies with all applicable federal, state and local laws respecting applications for employment, including consideration of unemployment status in making hiring decisions.