Senior Health & Welfare Leader
Company: Optimatum Solutions LLC
Location: New York City
Posted on: March 17, 2026
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Job Description:
Job Description Senior Health & Welfare Leader Optimatum
Solutions is seeking a Senior Health & Welfare Leader who thrives
in an entrepreneurial environment and is eager to make a tangible
impact. This role offers a unique opportunity for individuals who
have previously worked within highly matrixed organizations and
step into a dynamic, growing company where your contributions
directly shape outcomes. As a Senior Health & Welfare Leader,
you’ll bring deep expertise in HR and employer-sponsored Health &
Welfare and Retirement benefit programs, plans, vendors,
operations, and systems. In this role you will define and execute
innovative strategies that create measurable value across HR and
benefits. Unlike larger organizations where ownership can feel
diluted, here you’ll have end-to-end visibility, significant
autonomy, and the chance to influence both client success and the
trajectory of our business. If you’re ready to leverage your
experience in a setting where agility, creativity, and impact
matter—and where your work will be seen and felt—this is the role
for you. Our Story Optimatum is a leading vendor management firm,
delivering savings for the HR supply chain since 2007. We are the
first company in the market to bring best practices in vendor
management to HR Supply Chain operations: Employer-Sponsored
Healthcare, Retirement, HR Systems, and M&A/Transitional
Services. Our turnkey solutions improve the financial and
operational performance of health care plans for our clients
located nationwide through our unique multidisciplinary approach,
which includes forensic analysis and the maintenance of existing
vendor relationships, while at the same time increasing HR vendor
transparency and accountability. We’re a high-performing,
entrepreneurial organization built on a foundation of client focus
and innovation. Our culture celebrates individuality, inclusion,
and collaborative growth. At Optimatum, you’ll find an environment
that encourages continuous learning and personal
development—without the constraints of corporate bureaucracy. Every
team member plays a meaningful role in driving our success and is
recognized for their unique strengths and contributions. The
Opportunity The Senior Health & Welfare Leader is a client facing
role responsible for strategy development, project management, and
solution delivery of HR and benefit related operational
optimization, cost containment, compliance improvement and process
streamlining strategies. Key Responsibilities: Engagement Delivery:
Execute client engagements involving the management of the full
array of HR and benefits programs. Project Management: utilize
fundamental project management techniques to enable superior client
delivery, including the design and delivery of project plans;
ensuring progress against established objectives, budgets,
timelines, deliverables and quality standards Vendor Management:
apply the tenants of vendor management to the HR Supply chain,
including the vendors that deliver Health and Welfare, Retirement
and HR Systems. Plan, Program and System Support: Liaise with
internal client stakeholders to support the design/management of
complex health and welfare plans including the annual benefit plan
lifecycle, HRIS, financial and clinical analysis. Forensic
Analysis: analyze HR related documents, data and processes to
identify and implement optimization opportunities.
Implementation/Transition Support: Provide project and vendor
management during a time of transition such as a new vendor
implementation. Serve as the subject matter expert to ensure all
relevant HR transition elements are completed. Compliance
Management: Provide compliance related support including plan
documents, annual notice, regulations etc. Communication: Support
client communication efforts Issue Resolution: proactively prevent
and/or expedite issue resolution through management and escalation
when necessary. Client Services: proactively build client
relationships, engage in stakeholder management and communications,
provide stewardship and advice to ensure client success People
Management : manage and mentor internal support resources,
including analysts, to enable project delivery. Qualifications:
Bachelor’s degree or higher required 10 years of relevant
professional experience with demonstrated expertise in HR and
Employee Benefits plans, programs, and vendors, including
employer-sponsored healthcare and retirement programs (required)
Experience gained in an advisory/consulting environment or prior
external consulting experience (required) Prior people management
and mentorship experience (required) Proven experience in client
engagement, account management, customer success, or a related
client-facing role (required) Knowledge of and familiarity with
project management tools and processes Proficiency in Microsoft
Office, with advanced skills in Excel and PowerPoint Advanced data
analysis skills Strong client service orientation with the ability
to respond to communications effectively and in a timely manner
Ability to present and communicate ideas clearly, confidently, and
persuasively at all levels, both internally and externally Proven
ability to deliver project outcomes while managing multiple
priorities and workstreams simultaneously Exceptional
organizational and planning skills to ensure timely and accurate
delivery of work products, often in condensed timelines Highly
detail-oriented with a strong commitment to accuracy and quality
assurance, while maintaining a strategic, big-picture perspective
Confidence, presence, and personal credibility to quickly establish
trust and successful client relationships Ability to work
effectively with a wide range of internal and external stakeholders
Demonstrated integrity and professionalism across all aspects of
work Pursuit of CEBS designation preferred We offer competitive
compensation and generous employee benefits package that includes:
Salary and bonus Comprehensive Benefits Program – Medical, Dental,
Vision, Life Insurance, STD & LTD 401(k) with employer match
Flexible time off policy – including vacation, personal days and
holidays Join the Optimatum Team, bring your talent, and work in
our New York City office located in the Midtown Manhattan area.
(This is an in-office position, but could be remote for the right
talent) We look forward to discussing this opportunity with you.
Please complete the application to start the process. * The
expected base annual salary ranges from $150,000 - $225,000 plus
incentive and bonus. Base salary offers are based on a wide range
of factors including, but not limited to, relevant skills,
training, experience, education, geographic location, performance,
travel requirements, revenue-based metrics, any contractual
agreements, and, where applicable, certifications and licenses
obtained. Market and organizational factors are also considered. In
addition to salary and a generous employee benefits package,
successful candidates are eligible to receive a discretionary
bonus.
Keywords: Optimatum Solutions LLC, Elizabeth , Senior Health & Welfare Leader, Human Resources , New York City, New Jersey