A Consulting Principal in the Benefits Practice is a seasoned subject matter expert, responsible for leading benefits engagements, driving Benefits Practice revenue, and providing guidance to other members of the Benefits Practice and throughout the firm with respect to benefits-related technical, relational, and business issues.


  • Establish oneself as a benefits subject matter expert and trusted advisor within and outside of the firm.
    • Exhibit a polished executive presence with the ability to interact with senior executives and business leaders as a consultative partner and strategic advisor.
    • Has the confidence of client team leaders and senior executives to deliver presentations with confidence and be able to provide thoughtful responses to any and all questions based on experience.
    • Establish oneself as an integral part of the client team, providing value beyond benefits-related topics.
  • Independently lead benefits-related consulting projects, including:
    • Accurately assessing client needs and expectations.
    • Developing project plans and budgets and monitoring adherence to them.
    • Overseeing analytical work and preparation of client-ready reports and presentations that meet or exceed client expectations.
    • Interacting regularly with clients, being proactive in anticipating client needs and questions.
    • Ensuring that client work is performed consistently according to SullivanCotter’s standards, adhering to the firm’s quality assurance policies and procedures.
    • Managing and mentoring associates assigned to the project.
    • Collaborating with other client team members outside of the Benefits Practice.
  • Provide peer review for work performed by other Benefits Practice associates.
  • Participate in proposals and finalist presentations.
  • Help drive Benefits Practice revenue growth, including:
    • Developing and maintaining strong client relationships, retention and satisfaction levels.
    • Identifying and successfully pursuing opportunities for growing the client relationship for designated clients.
    • Growing benefits-related revenue for a designated portfolio of clients and mentoring other associates in their efforts to grow revenue for their individual portfolios.
    • Identifying gaps/opportunities in benefits consulting services and collaborate with other leaders to address these gaps.
    • Leveraging innovative approaches developed for one client to be usable for other clients.
  • Lead Benefits Practice intellectual capital efforts, as designated, which may include:
    • Exploring potential solutions to emerging business issues or external/regulatory changes.
    • Developing or refining methodologies, standards, best practices, and sample materials.
    • Creating or contributing to thought leadership materials.
    • Overseeing research projects.


  • Must have a BS or a BA degree.
  • Minimum of ten (10) years’ experience in benefits-related roles with substantial experience in retirement arrangements. For example, human resources (HR) consulting firm, corporate experience related to benefits, or financial planning/wealth management. Experience within the health care or not-for-profit industries is a plus.
  • Strong analytical ability, quantitative skills, and attention to detail.
  • Role model problem-solving and critical-thinking skills.
  • Excellent interpersonal, coaching, writing, listening, oral, and presentation skills, including the ability to translate complex, technical concepts into persuasive, easy-to-understand language that is suitable for the audience.
  • Excellent project management and organizational skills and ability to balance multiple priorities and execute tasks in a high-pressure environment.
  • Solid technical knowledge and experience working with Excel, Word, and PowerPoint.


  • Self-starter with demonstrated ability to successfully and independently manage and direct complex project deliverables in a very driven and changing organization.
  • Proven ability to develop and maintain longstanding relationships with clients.
  • Ability to work effectively with ambiguity.
  • Flexibility, adaptability, and the ability to work under tight deadlines and changing needs.
  • Ability to lead others and exhibit successful and positive role model behaviors.
  • Ability to, and interest in, developing junior staff.
  • Intellectually curious, seeking opportunities to develop new skills.

Applicants for employment must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status).

Qualified applicants will be afforded equal employment opportunities without discrimination because of race, creed, color, national origin, sex, age, disability or marital status.

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