Experience

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  Alight Solutions

  • United States
  • IT Services and IT Consulting
  • 700 & Above Employee

  • Customer Sucess Portfolio Leader – Wealth/Pension Risk Transfer (PRT)

    • Sep 2022 - Present

    Pension Risk Transfer:- Lead our growing PRT outsourcing businessConsulting:• Understand and communicate OneAlight vision to clients• Work with foundation group, legal/compliance, and product to proactively communicate Alight’s POV relative to legislative/compliance changes• Consult and influence decisions - leveraging knowledge and strong understanding of clients’ needs.• Participates in strategic conversations with the client and has a strong understanding of the broader marketplace, including competitive parity and the value of all Alight’s solutions• Understand client business needs Financial Acumen:• Understand the broader Alight financial goals and contributes to those goals• Partners with Client Leaders and other groups to reduce total cost to serve by identifying opportunities to reduce demand, improve delivery model cost, drive efficiency, leverage and or scale • Financial accountability for portfolio of clients• Manages to the client contract• Meticulous attention to financial forecast Sales and Renewal process:• Coordinate with Sales Executives to close new opportunities. Determines and aligns on ideal configuration of products and services, supports preparation of proposal, and collaborates with pricing team to align on quote/price. Participate in prospect meetings.• Collaborate with Renewal Executives to prepare renewal, including discussing alternative and/or additional product/solution fits, and gauging pulse of key stakeholders and decision-makers to expand or upsell current solutions offerings• Provide renewal product delivery expertise to client and answers any follow up questions; identifies areas to expand scopeManagement• Direct manager for 12 leaders; indirect manager for up to 150+ colleagues including performance management, driving an Inclusive environment, and developing others• Responsible for compliance across team for internal initiatives

  • Director Client Solutions -Wealth Solutions at Alight

    • Jun 2017 - Sep 2022

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  AonHewitt (Hewitt Associates)

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Client Solutions Director (Defined Benefit/Pension)

    • Jan 1998 - Jun 2017

    Identified and defined client's needs and requirements and lead client requirement meetings for implementations (including plan provisions, business rules, administrative processes, written and web communications, pension payroll, etc.) Worked with client, third parties, and internal subject matter experts to resolves open requirements items and plan design of benefit programsActed as the subject matter expert for the client and client team on such topics as: plan provisions, plan design, industry prevalence and best practices, administrative service delivery model, ongoing benefits administration processing, data conversion strategy, data model, application of client's and Hewitt's business objectives and requirements. Predicted, identified, and communicated internal and external risks related to plan design and consults the client, client team, and client prospects on legislative issues and changes, best practices, and statement of work Developed and managed the budget for Requirements effort and project planIdentified risks that could affect the project schedule and collaborates with other team leaders on subsequent mitigation strategiesParticipated in internal and external acceptance review process as a client requirements expert Provided coaching and feedback and identifies learning/experiential opportunities to develop others and developed domain knowledge and facilitates training coursesDuring transition to ongoing, provides the ongoing team with detailed overview of the requirements to assist with smooth transitionPlayed a critical role in the sales process: 1) reviewing complex plan design documents to determine cost, compatibility and complexity, and 2) selling our understanding of and our experience implementing a given clients administrative complexities in a site visit and/or finalist meeting

  • AonHewitt Achievements

    • Jun 1998 - Jun 2011

    Kaizen Leader, Outsourcing Development Steering Committee, People Manager Development Team, Business Sponsor for Associate Focus Forums, Developed New Hire Experience, Subject Matter Expert for Change Control ProcessSkillsSQL Query Writing, Table/Database Relationship, Reading SAS, Presentation, Communication, Training Development, Leadership

  • Implementation Manager

    • Jan 2009 - Jul 2010

    Lead and managed multiple Fortune 500 benefits conversions (in and out) from/to competitors such as ACS, Towers Watson, Xerox and Fidelity for all services (Defined Benefits, Defined Contributions and Health and Welfare). Built trust with client and accountable for overall implementation. Worked with client to define success criteria, communicate status, risk and issues, and manage goals and objectives for the implementation. Lead meetings and escalated issues to the key client stakeholders as appropriate. Ensured successful project outcomes, deliverables are on time and within budget, manages resources effectively.Coached others on the financial impact of their roles and quantifies and addresses scope changes with the team and client. Engaged the participation of all team members by motivating them to work toward common goals and shared accountability for deliverables. Engaged the responsibility of all team members by stressing the individual accountability each team member has, and the shared goals across the entire project teamOptimized the performance of all team members through setting and managing to high goals, and leveraging individual strengths. Leveraged the Project Manager in directing the overall performance and operations of the integrated implementation team. Leveraged the Domain Manager(s) to accurately and compliantly document the client requirements. Defined and measure the quality standard for the teamHelped with responses to RFP's with respect to our solution, our approach, and/or our schedule. Represented Implementation Services capabilities and experience in client site visits and finalist meetings. Helped with responses to RFP's with respect to our solution, our approach, and/or our schedule

• 

  Aon Hewitt

  • Benefits Delivery Manager

    • Jun 2004 - Jan 2007

    Accountable for the overall management of Benefits client services and associates within my Delivery Group. Consult/Strategize clients on various requirement changes, legal changes, annual processing and other items relating to benefit plans (including Annual Enrollments) and the supporting syste...

• 

  Aon Hewitt

  • United Kingdom
  • Financial Services
  • 700 & Above Employee

  • Benefits Service Manager (Project Manager)

    • Jan 2001 - Jan 2004

    Plan Management/Client Consulting - Acted as the subject matter expert for all service specific and common client requirements; accountable for requirements changes through Operations Managers. Lead and facilitated updates for all applicable requirements documents for plan provisions, administrative events, interface documentation, and delivery channel documentation for clients in ongoing delivery. Leverages others (Benefits Operations Managers) where appropriate.Participated in analysis discussions to ensure the provision requirements match the technical specifications for clients in ongoing delivery. Provided subject matter expertise to client, client team, shared services, and supporting services on plan provisions and ongoing processing concepts for clients in ongoing delivery. Served as primary resource to client, client team, shared services, and supporting services in the translation of requirements.Business AchievementsTurned a struggling client into one of the top 15 most profitable clients (out of 200+) by reducing costs, increasing revenue and manage profit margins/pricing pointsImproved quality measures to avoid penalty payments by 90%Lead Kaizen Projects producing savings and efficiencies within the organizationManaged a major client team off a stability program to a successful relationshipOther Responsibilities/Roles

  • Quality Assurance Manager/Benefit Operations Manager

    • Jan 1999 - Jan 2001

  • Quality Assurance Analyst/Business Operations Analyst

    • Jan 1998 - Jan 1999