Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard
Old Slip Capital Management is committed to partnering with organizations in an advisory capacity. Our teams in-depth and experience allows them to provide comprehensive consultation of both the industry and the markets. Our team is able to help organizations strategize and navigate goals on an individual company basis. Whether one is seeking transactions such as acquisitions, divestitures, and mergers, private or public transactions and management-led buyouts, we have the resources, experience, and capabilities to work closely with clients to achieve the desired results.
Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.
With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy. An integrated approach for complex needs. Designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.
Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.
A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.
At Old Slip Benefits and Insurance Services, we provide corporations and non-profits with cost-effective executive and employee benefit management services and plans. Our experienced benefits advisors craft custom-designed employee benefit plans that help our clients recruit, retain and reward key employees.
Careers
Group Benefits Consultant Position
The Benefits Consultant will support and grow a book of business with emphasis in the Multi-employer market, the Public Sector market and or Private Sector Group Plan Market.
The Opportunity:
The individual will step into a multi-faceted role that offers the opportunity to work directly with clients in contributing to the growth of our client services.
The Role:
The role of a Benefits Consultant includes client management, project management and new business development. The Benefits Consultant has the primary relationship accountability for assigned or procured clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the Benefits Consultant will collaborate with others across Old Slip Capital to provide clients with a full array of our consulting services.
Key accountabilities include:
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Understanding clients’ issues, anticipating clients’ needs (aka: staying ‘ahead of the game’), and navigating the various potential solutions, establishing rapport and building effective working relationships within client organizations,
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providing creative, innovative and strategic expertise to clients and colleagues around the issues and emerging developments in the employee health benefits and retirement benefits industries,
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collaborating with others at Old Slip Capital to build and maintain effective and influential client relationships, and;
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leading and/or participating in new business development initiatives targeting existing and prospective clients.
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The Benefits Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.
Key Requirements:
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Minimum of seven (7) years of experience within an employee benefits consulting and/or related professional services environment involving exposure to health and/or retirement plan strategies, concepts/approaches, design and implementation,
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Minimum of an undergraduate degree,
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Ability to step immediately into a direct client contact role,
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Strong business acumen and leadership ability,
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Demonstrated success as a relationship builder/collaborator,
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Demonstrated experience and success in managing client relationships,
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Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon,
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Ability to analyze and identify issues to develop solutions,
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Effective interpersonal and communication (verbal/written) skills,
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Ability to work collaboratively with a diverse audience of colleagues and clients, and
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Ability and interest to travel as needed to meet with clients and prospects.
Equal Opportunity Employer M/F/D/V.