Health & Welfare Consultant

Optimatum Solutions LLC

New York, NY

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JOB DETAILS

SALARY

$100,000–$145,000 Per Year

SKILLS

Analysis Skills, Best Practices, Communication Skills, Compensation and Benefits, Consulting, Customer Relations, Customer Support/Service, Data Analysis, Dental Insurance, Detail Oriented, Employee Benefits, Entrepreneurship, HRIS/HRMS, Health Insurance, Healthcare, Maintain Compliance, Matrix Management, Mergers and Acquisitions, Metrics, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Multitasking, Organizational Skills, Process Analysis, Process Development, Program Planning, Project/Program Management, Research Skills, Retirement Plan, Supply Chain, Supply Chain Operations, Team Player, Time Management, Training/Teaching, Tuition Fees, Vendor/Supplier Management, Vendor/Supplier Planning, Vision Plan, Willing to Travel

LOCATION

New York, NY

POSTED

30+ days ago

Benefits:

401(k)
401(k) matching
Company parties
Dental insurance
Employee discounts
Health insurance
Opportunity for advancement
Paid time off
Training & development
Tuition assistance
Vision insurance

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 Health & Welfare Consultant, you’ll bring deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations, and systems. You’ll collaborate closely with our Client Services Team to define and execute innovative strategies that create measurable value across HR and benefits. Unlike larger organizations where ownership can feel diluted, here you’ll have end-to-end visibility, significant autonomy, and the chance to influence both client success and the trajectory of our business.

If you’re ready to leverage your experience in a setting where agility, creativity, and impact matter—and where your work will be seen and felt—this is the role for you.

Our Story

Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value. Our end-to-end point solutions are seamless to implement and maintain and drive operational efficiency through vendor accountability.

We’re a high-performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you’ll find an environment that encourages continuous learning and personal development—without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions.

The Opportunity

The Health & Welfare Consultantsupports the Client Services team in analytics, streamlining processes and ensuring compliance across clients’ HR/Benefit plans, processes, programs, systems, applications and functions. The ideal candidate will utilize Microsoft Office tools, strong research abilities, and effective communication skills to contribute to project delivery through data analysis, process evaluation, interpretation and reporting of findings, as well as provide general project management support.

Key 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

Qualifications

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) – Required
Experience gained in an advisory/consulting environment or prior external consulting experience - Required
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

We offer a competitive compensation and generous employee benefits package that includes:

Salary and bonus
Comprehensive Benefits Program – Medical, Dental, Vision, Life Insurance, STD & LTD
401(k) with company match
Flexible time off policy – including vacation, personal days and holidays

Join the Optimatum Team, bring your talent, and work in our New York City office.

** The expected annual salary ranges from $100,000 - $145,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package (for eligible employees), successful candidates may be eligible to receive a discretionary bonus.

About the Company

Optimatum Solutions LLC

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