Job Description
Introduction:
How you'll make an impact:
At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.
The Lead Human Capital Diligence Advisor is a senior individual contributor responsible for leading Human Capital due diligence engagements for private equity sponsors, portfolio companies, and corporate acquirers. The role combines deep Employee Benefits and retirement expertise with transaction advisory experience and serves as a foundational builder of the GMAPS Human Capital diligence capability.
Unlike traditional Employee Benefits consulting roles, the Lead Advisor operates within compressed transaction timelines, evaluates incomplete information sets, and translates findings into decision support for sponsors, investment committees, legal counsel, and transaction stakeholders.
The Lead Human Capital Diligence Advisor is expected to independently manage complex diligence engagements while helping establish repeatable methodologies, operating procedures, quality standards, and practice infrastructure.
Primary Responsibilities
- Lead Health & Welfare and Defined Contribution retirement diligence reviews.
- Conduct management meetings and diligence interviews.
- Analyze benefit plan design, compliance, fiduciary, and cost-related risks.
- Develop transaction-focused findings, observations, and recommendations.
- Support private equity sponsors, corporate development teams, attorneys, and transaction advisors.
- Identify Human Capital-related opportunities requiring specialized Gallagher expertise.
- Contribute to diligence methodologies, DRLs, report templates, and practice protocols.
- Assist in developing training materials and quality standards.
- Mentor future Advisors and Associates.
- 8-12+ years Employee Benefits consulting experience.
- Significant M&A and diligence experience.
- Demonstrated Health & Welfare expertise.
- Working knowledge of retirement plans and fiduciary issues.
- Experience supporting private equity or M&A transactions.
- Strong client communication and transaction-management capabilities.
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
- Competitive compensation
- Comprehensive benefits programs designed to support your well-being
- Career development opportunities and ongoing learning
- A collaborative, people-first culture with accessible leadership
- The opportunity to do meaningful work with global reach and local impact
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Numbers & Facts
| Location | Glendale, California |
| Job Type | Full-time |
| Industry | Insurance |
| Company Size | 10,000 employees or more |
| Year Founded | 1927 |
| Website | https://www.ajg.com/ |
About Company
Gallagher, a global insurance brokerage and risk management services firm, helps clients address risk, protect assets and recover from losses. The products and services we provide keep businesses and institutions running, and enable individuals and families to rebuild their lives. Gallagher is the only insurance broker recognized by the Ethisphere Institute as a World's Most Ethical Company.
Gallagher provides retail and wholesale property and casualty brokerage, alternative risk transfer services, employee benefit consulting, and actuarial services. Gallagher also offers claims and information management, risk control consulting and appraisal services, human resource consulting, and retirement services.
Skills
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