Health & Welfare Consultant

• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Employee discounts
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance

Optimatum Solutions is seeking a Health & Welfare Consultant 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 Health & Welfare Consultant, you’ll bring deep expertise in HR and employer-sponsored Health & Welfare and Retirement benefit programs, plans, vendors, operations, and systems. You’ll collaborate closely with our Client Services Team to 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.

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. We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value. Our end-to-end point solutions are seamless to implement and maintain and drive operational efficiency through vendor 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 Health & Welfare Consultant supports the Client Services team in analytics, streamlining processes and ensuring compliance across clients’ HR/Benefit plans, processes, programs, systems, applications and functions. The ideal candidate will utilize Microsoft Office tools, strong research abilities, and effective communication skills to contribute to project delivery through data analysis, process evaluation, interpretation and reporting of findings, as well as provide general project management support.

• Analyze HR and Employee Benefits related data, including employer-sponsored health & welfare and retirement plans, self-insured plan costs, stop-loss coverage, and plan documents
• Identify optimization cost mitigation, compliance and process enhancement opportunities
• Present findings and actionable insights to internal and external stakeholders
• Provide project management support to ensure timely and effective execution of client deliverables

• Bachelor’s degree or higher required
• 7+ years relevant professional experience with demonstrated familiarity in HR/Employee Benefits Plans, Programs and Vendors (knowledge of both Employer Sponsored Healthcare and Retirement programs) – Required
• Experience gained in an advisory/consulting environment or prior external consulting experience
  - Required
• Proficient in Microsoft Office, particularly Excel and Power Point
• Advan…