Employee Benefits Project Manager

WTW • New York, NY

19d • $115,000 - $200,000

About The Position

The Employee Benefits Project Manager plays a critical role within WTW’s Alternative Asset Insurance Solutions (AAIS) Group. AAIS provides employee benefits due diligence for private equity firms, evaluating costs, liabilities, and risk exposures for potential acquisitions. In this role, you will lead the full employee benefits due diligence process—from initial engagement through deal close—serving as a subject‑matter expert across health & welfare benefits, retirement plans, and post‑transaction integration strategies. You will manage cross‑functional workstreams, analyze employer benefit programs, and deliver clear, executive-ready reports to private equity clients.

Requirements

• Bachelor’s degree (BS/BA) required.
• 7+ years of employee benefits brokerage, consulting, or relevant industry experience.
• Deep knowledge of: Health & welfare plans (Medical, Pharmacy, Dental, Vision, Life, STD, LTD)
• Plan design, underwriting, and funding methodologies
• Benefits regulations including ACA, ERISA, HIPAA, COBRA
• Exceptional analytical, organizational, and project management skills.
• Strong written and verbal communication, with the ability to present findings to senior executives.
• Ability to manage multiple engagements in a fast‑paced, transaction‑driven environment.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Demonstrated ability to work collaboratively across geographically dispersed teams.
• Displays comfort and credibility when communicating with stakeholders at all levels, including senior leadership.

Responsibilities

• Manage all aspects of employee benefits due diligence for private equity transactions, from kickoff through close.
• Serve as the primary point of contact for AAIS Producers and private equity clients throughout the engagement.
• Oversee workflows, timelines, and deliverables across multidisciplinary teams.
• Conduct detailed analyses of employee benefit programs for mid‑market companies.
• Interpret and assess plan documents, financial data, contribution strategies, vendor contracts, compliance materials, and government filings (e.g., Form 5500).
• Develop financial models and reporting using WTW templates and standards.
• Draft and present comprehensive due diligence reports with clear findings, risks, cost implications, and recommendations.
• Work closely with subject‑matter experts across HR operations, payroll, actuarial, legal, compliance, and retirement teams.
• Partner with AAIS Producers to support pre‑deal scoping and client communication.
• Contribute to post‑close support and help secure Broker of Record assignments for WTW where appropriate.

Benefits

• WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
• Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identify theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance and other work/life resources
• Leave Benefits: Paid holidays, annual paid time off (includes state/local paid leave where required), company-paid disability (short-term and long-term disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution.
• Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level