Vice President, Northeast - Employee Benefits

Key Responsibilities

• Assume responsibility for an established employee benefits consulting portfolio valued at more than $2 million in annual revenue.
• Maintain exceptional client satisfaction and retention through proactive relationship management.
• Serve as the primary strategic advisor for public sector, municipal, school district, and union clients.

Succession & Transition Leadership

• Partner closely with a senior consultant during a structured transition period.
• Facilitate relationship transfers, knowledge capture, and continuity planning.
• Ensure a seamless experience for clients throughout the transition process.

Compliance & Advisory Expertise

• Provide guidance on ACA reporting, ERISA, HIPAA, and other employee benefits compliance requirements.
• Advisory clients on public sector and collectively bargained benefits environments.
• Monitor regulatory developments and communicate implications to clients.

Business Growth & Cross-Selling

• Identify opportunities to expand existing client relationships through additional consulting and advisory services.
• Promote solutions including self-funded plan consulting, analytics, benchmarking, pharmacy strategies, financial reporting, compliance support, and related offerings.
• Drive revenue growth through both client expansion and new business development.

Business Development

• Build and maintain a strong pipeline of prospective public sector and union clients throughout the New York Metro and Long Island region.
• Develop relationships with key market stakeholders and referral sources.
• Represent the organization within industry associations and professional networks.

Team Leadership

• Collaborate with account management and service teams to deliver exceptional client experiences.
• Mentor and support team members while promoting accountability, continuous improvement, and client-focused service standards.

Qualifications

• 10+ years of employee benefits consulting, brokerage, or advisory experience.
• Minimum 5 years in a senior client-facing leadership role with direct account ownership.
• Strong expertise in ACA reporting and employee benefits compliance.
• Demonstrated responsibility for managing a book of business exceeding $1 million in annual revenue.
• Established presence and professional network within the New York region.
• Experience serving public sector, municipal, school district, union, or multiemployer clients.
• Active New York Life & Health Insurance License.

Preferred

• Existing relationships with Long Island school districts, public-sector organizations, or employee benefit trusts.
• Advanced expertise in ACA compliance and reporting strategies.
• Experience leading teams while maintaining direct client responsibilities.
• Background navigating organizational growth, acquisitions, integrations, or business transitions.

Position Details

• Location: Long Island or New York Metro area (hybrid work environment)
• Travel: Regional travel required throughout the New York market
• Compensation: Competitive base salary, performance incentives, and revenue-based compensation opportunities
• Benefits: Comprehensive benefits package, retirement plan, and long-term growth opportunities