Benefits Lead - Americas
About the job
- A Bachelor of Arts or Bachelor of Science degree is required.
- At least 10 years of human resources or benefits experience with demonstrated project management experience is required.
- Ability to balance tactical and strategic responsibilities and use available resources to research and resolve inquiries.
- Strong verbal, written communication, and presentation skills.
- Strong customer service and relationship-building skills.
- Knowledge of applicable benefits regulations, including ERISA, HIPAA, FMLA, COBRA, and ACA.
- Analytical and problem-solving skills with attention to detail.
- Ability to work independently and collaboratively with internal and external stakeholders.
- Proficiency in Microsoft Office Suite applications, including strong Excel skills.
- Review, recommend, and lead implementation of changes in benefit programs.
- Ensure compliance with federal and local regulations, related rules, government reporting requirements, reporting, and disclosures.
- Plan upcoming deliverables and partner with colleagues to prioritize key responsibilities.
- Manage annual United States benefits open enrollment with other team members.
- Partner with committees, human resources generalists, information technology, Legal, Finance, Tax, and Payroll to ensure efficient plan administration, cost reporting, and customer service to employees.
- Assist with managing global vendor relationships, brokers, and consulting partners, including contract and plan negotiations, vendor selection, and service-level agreement monitoring.
- Design communication programs to enhance the value of benefit programs and increase employee understanding.
- Lead ad hoc benefits projects and vendor transitions and implementations.
- Identify and resolve issues involving benefit plan vendors, human resources technology, Tax, and Payroll by using internal and external resources.
- Monitor external global benefits trends and participate in market surveys.
- Maintain benefit plan documentation, including plan documents, policies, and practices.
- Conduct new-hire benefits orientation sessions and employee communication sessions as needed.
- Serve as a point of contact for benefits plan inquiries from employees and plan participants.
- Adjust focus and responsibilities based on team and organizational priorities.
- Workday experience.
- Eagerness to learn and grow benefits knowledge and expertise.
About the company
Wellington Management is a global investment management firm that offers equity, fixed income, multi-asset, and alternative investments to both institutional clients (such as pension funds, endowments, foundations, and insurers) and individual investors. It manages assets on behalf of clients, earning fees based on assets under management (AUM) and on investment performance. The firm relies on deep research capabilities and market insights to tailor investment strategies that meet client needs, and it integrates environmental, social, and governance (ESG) factors into its process. What sets Wellington Management apart is its broad suite of investment options combined with a commitment to ESG integration and a client-tailored approach, supported by a culture that emphasizes diversity and inclusion. The company’s goal is to help clients achieve their investment objectives by delivering disciplined, research-driven strategies and sustainable investing over the long term.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$66.1B
Headquarters
Boston, Massachusetts
Founded
1933
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Simplify's Take
What believers are saying
- Hartford Funds acquisition closes in first quarter 2027, adding wealth distribution.
- The new Wellington-Vanguard-Blackstone solutions expand access to public-private portfolios.
- Wellington’s venture, biotech, climate, and CLO launches broaden fee-bearing alternatives.
What critics are saying
- Hartford Funds integration carries execution risk until regulators approve the Q1 2027 close.
- Steve Klar’s retirement in June 2026 exposes client-platform succession risk.
- Passive giants and private-credit rivals compress Wellington’s fees and threaten AUM growth.
What makes Wellington Management unique
- Wellington blends public and private markets through alliances with Vanguard and Blackstone.
- Its $1.35 trillion platform spans 60 countries and over 2,500 institutional clients.
- Matt Witheiler’s Forbes Midas List streak validates Wellington’s late-stage growth investing credibility.
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Benefits
Comprehensive health coverage
Work-life balance
Financial future
Development
Company News
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