Project Manager, Financial Benefits
Who You Are
You have a knack for process innovation and project management and are a true specialist in Benefits. When collaborating with stakeholders to define requirements related to our 401(k) MEP and Benefits Billing, you should serve as an expert who can build solutions from scratch and think creatively to enhance team productivity and processes. You possess an ability to perform complex analysis, develop findings, and improve project operations critical to Financial Benefits.
As the Financial Benefits Project Manager, you will be tasked with developing processes and strategies to ensure that larger projects function and operate as intended. Your responsibilities will encompass onboarding, overseeing, and managing the new and existing projects related to both the 401(k) MEP and additional benefits billing, including Medical, Dental and Vision, commuter, voluntary benefits and more. Your role will require engagement with stakeholders from various sectors, including external auditors and partners, fiduciaries and internal teams, including the Retirement teams, the Benefits Billing team, Product and Engineering, Internal Audit, and Finance.
The Financial Benefits Project Manager will help shape both the MEP Retirement benefit and Benefits Billing at Justworks by managing projects related to customer risk, contributions, compliance, payroll information, reconciliation and process automation. This position will impact the operating procedures of the team by understanding customer and policy data and recommending process changes to ensure customer and PEO compliance.
At Justworks, we’re united by shared goals and shared motivations. These are best summed up in our company values, which are reflected in our product and in our team. Read more here.
Your Success Profile
What You Will Work On
Create and manage new and existing projects related to the 401(k) MEP Benefit and Benefits Billing including but not limited to:
Quarterly and annual audits
Documentation management
End-of-Year Project
Nondiscrimination Testing
Ongoing process and reconciliation automations
New benefit billing onboarding and integration
Ensure the success of analytical aspects of major projects such as the annual audit, nondiscrimination testing, and end-of-year processes.
Work with the Financial Benefits teams to evaluate current processes and implement solutions to manual procedures.
Work with teams and other PMs to ensure process documentation continuity across Benefits.
Collaborate with stakeholders from government agencies, employer groups, and individuals to gather insights into industry challenges, requirements, and desired outcomes.
Develop and implement strategies to optimize the efficiency and effectiveness of the 401(k) MEP and Benefits Billing to identify areas for improvement.
Prioritize updates based on user feedback, regulatory changes, and technological advancements.
Ensure compliance with relevant regulations and guidelines governing 401(k) and MEPs.
Keep up to date with current employment security laws, policies, and procedures.
Communicate across various departments to make recommendations on processes to improve the operational efficiency of the Operations team and the performance of the plan.
Oversee all Financial Benefits related customer communications.
Identify errors in operations by analyzing, collecting, and reporting risk performance and Financial Benefits data.
Perform other related responsibilities as needed based on department and/or organizational needs.
How You Will Do Your Work
As a Project Manager, how results are achieved is paramount for your success and ultimately result in our success as an organization. In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following:
Detail-oriented - exercises extreme attention to detail; is thorough, accurate, organized, and productive and seeks to understand both the cause and effect of a situation.
Ethical practice - the ability to integrate core values, integrity and accountability throughout all organizational and business practices.
Clear communication - the ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding.
Analytical - uses a logical reasoning process to break down and work through a situation or problem to arrive at an outcome.
Good judgment - the exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome.
In addition, all Justworkers focus on aligning their behaviors to our core values known as COGIS. It stands for:
Camaraderie - Day to day you can be seen working together toward a higher purpose. You like to have fun. You’re an active listener, treat people respectfully, and have a strong desire to know and help others.
Openness - Your default is to be open. You're willing to share information, understand other perspectives, and consider new possibilities. You’re curious, ask open questions, and are receptive to thoughts and feedback from others.
Grit - You demonstrate grit by having the courage to commit and persevere. You’re committed, earnest, and dive in to get the job done well with a positive attitude.
Integrity - Simply put, do what you say and say what you'll do. You’re honest and forthright, have a strong moral compass, and strive to match your words with your actions while leading by example.
Simplicity - Be like Einstein: “Everything should be made as simple as possible, but no simpler.
Qualifications
3-5 years of work experience in operations or project management
Prior Retirement experience required
Prior experience managing projects required; PMP certification preferred
Retirement Plan Fundamentals (RPF) certification or equivalency required
Understanding and experience utilizing AI programs and automation applications strongly preferred
Experience working with PEOs preferred
Knowledge of benefits billing preferred
Excellent written and verbal communication skills; skilled in presenting and hosting meetings, trainings, and knowledge-sharing sessions
Technologically savvy; experience with utilizing multiple systems and software programs
Familiarity with business process management activities (process mapping, improvement, implementation, etc.)
Demonstrated leadership skills and ability to take initiative and work effectively on one’s own
The base wage range for this position based in the NYC-metro area is targeted at $98,000.00 to $122,000.00 per year.
The base wage range for this position based outside the NYC-metro area is targeted at $92,000.00 to $114,000.00 per year.
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