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Empower

Personalized financial guidance, savings, investing platform

Lead Consultant CDH Implementation

Implementation & Technical Account ManagementUpdated on Nov 11
Full-timeRemote in USA

About the Job

Requirements

  • A bachelor's degree in a related field or equivalent professional experience.
  • Six or more years of experience in Consumer-Directed Health (CDH), employee benefits, client implementation, benefits administration, financial services, healthcare benefits, or a related field.
  • Demonstrated experience implementing Consumer-Directed Health solutions, including Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), Health Reimbursement Arrangements (HRAs), commuter benefits, lifestyle accounts, or comparable employer-sponsored benefit programs.
  • Experience leading complex, multi-workstream implementations for large or sophisticated employer clients.
  • Strong knowledge of CDH plan design, eligibility, contributions, funding, benefits administration, data integrations, and operational requirements.
  • Demonstrated ability to translate complex client requirements into implementation strategies and coordinate technical and operational stakeholders.
  • Experience consulting on complex or nonstandard implementation requirements, managing risks, resolving issues, and influencing decisions across multiple stakeholders.
  • Strong client-facing communication, facilitation, stakeholder management, and relationship-management skills, including the ability to communicate complex CDH concepts to technical and nontechnical audiences.
  • Demonstrated experience serving as a subject-matter expert, developing implementation best practices, and guiding cross-functional teams.
  • Applicants must be authorized to work for any employer in the United States.

Responsibilities

  • Lead complex, high-profile Consumer-Directed Health (CDH) implementations for large and strategically important employer clients, maintaining accountability for implementation strategy, client outcomes, risks, key decisions, and successful delivery.
  • Serve as a senior advisor to clients, consultants, brokers, and business partners, providing expertise on CDH plan design, implementation requirements, operational considerations, and solution capabilities.
  • Translate complex client requirements and benefit plan designs into scalable implementation strategies encompassing system configuration, eligibility, contributions, funding, data integration, testing, and ongoing administration.
  • Provide CDH implementation leadership across multi-product Workplace Solutions engagements, identifying dependencies, coordinating cross-functional workstreams, and influencing stakeholder decisions.
  • Anticipate and manage implementation risks, complex design challenges, and nonstandard client requirements, recommending solutions and escalating strategic decisions when appropriate.
  • Lead implementation readiness, user acceptance testing, launch, post-implementation stabilization, and transition to ongoing client service operations.
  • Serve as an organizational subject-matter expert in CDH implementation strategy, best practices, and operational readiness.
  • Provide guidance and education to implementation, operations, product, sales, and relationship-management teams on CDH solutions and implementation requirements.
  • Identify and recommend improvements to CDH implementation processes, tools, standards, and methodologies to improve scalability, operational efficiency, and client outcomes.

Desired Qualifications

  • Experience leading integrated implementations involving multiple employee benefit products or workplace solutions.
  • Experience with eligibility file processing, employer payroll integrations, data mapping, file testing, or electronic data interchange (EDI).
  • Knowledge of applicable HSA, FSA, and HRA regulatory and administrative requirements.
  • Experience developing implementation playbooks, standardized processes, or scalable delivery methodologies.
  • Experience mentoring implementation professionals or advising teams on complex solution design and delivery.

About the Company

Empower

Personalized financial guidance, savings, investing platform

Empower is a financial services provider focused on helping people save, invest and receive advice. It serves both organizations and individuals, offering tools, guidance and support to reach financial goals. Its products work by giving users access to personalized financial advice and resources, combining advisory support with digital tools to manage accounts and investments. The company differentiates itself through its large, diverse client base (over 71,000 organizations and 17 million individuals) and its emphasis on trust, integrity and personalized guidance, aiming to deliver financial well-being at scale. Its goal is to empower financial freedom for all by delivering clear advice, tailored guidance and essential support throughout the financial journey.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Flower Mound, TX
Founded
2014

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