Willis Towers Watson Benefits Advisory and Compliance Senior Analyst in Boston, Massachusetts

Benefits Advisory and Compliance Senior Analyst in Boston, MA at Willis Towers Watson

Date Posted: 10/11/2017

Job Snapshot

  • Employee Type: Full-Time

  • Location: Boston, MA

  • Experience: At least 8 year(s)

  • Date Posted: 10/11/2017

Job Description

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

The Business

Our Retirement team combines expertise in retirement actuarial and compliance consulting to support global organizations worldwide in designing, managing, administering and communicating all types of retirement plans. Whether a client has a defined benefit pension or a defined contribution plan, we work with them to determine the right approach to design, funding, investing, governing and employee engagement that fits their specific goals.

The Benefits Advisory and Compliance Service (BAC) within Willi Towers Watson's Retirement line of business provides governance, operational, compliance, vendor and defined contribution consulting services for the full array of qualified and non-qualified retirement plans, as well as health and welfare plans. As such, we help clients fulfill their fiduciary obligations and achieve plan effectiveness.

The Role

As a Senior Analyst within BAC you will be responsible for supporting the work of senior BAC associates to consult to clients concerning their compliance and broader retirement plan issues. As a member of our team you will be interacting with HR, benefit and legal client contacts, vendors and internal relationship managers.

Performance Objectives:


  • Identify and communicate technical analysis to project teams

  • Prepare plan documentation (design, drafting, amendments, restatements, member booklets)

  • Draft routine and non-routine letters, reports and presentations

  • Consult with clients on issues of plan registration and fiduciary responsibility

  • Contribute to the resolution of clients’ legal and regulatory issues

  • Develop relationships with client contacts

  • Deliver work in accordance to project deadlines

  • Deliver on projects to meet or exceed client expectations

  • Increase efficiency within client teams by identifying ways to improve processes


  • Assist in the tracking and interpretation of legal developments, both internally and with clients, on all aspects of the Income Tax Act (Canada) and pension benefits standards legislation, and other relevant laws as they affect employee benefit plans

  • Partner with leading legal, actuarial and financial consultants across Canada to create and apply our intellectual capital to consulting projects

  • Follow firm and line of business processes, protocols and quality standards in the development and deployment of solutions


  • Build relationships internally and collaborate effectively on cross-functional teams

  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels

  • Mentor junior staff as appropriate


  • Meet chargeable hours targets

  • Contribute to sales and marketing efforts by drafting proposals and responding to RFPs

Job Requirements

The Requirements

  • 8+ years of experience in employee benefits, retirement, or consulting with a focus on legal compliance. Prior experience in professional services firm or legal environment preferred

  • Proven experience successfully managing multiple projects and producing quality deliverables on time and within budget

  • The ability to see the 'big picture,' leveraging the resources of other groups to address the clients' business challenges

  • Experience and success delivering compliance solutions to corporate and not-for-profit organizations (e.g. plan governance, government filings, plan documentation).

  • Knowledge of ITA, pension benefits standards acts and other relevant laws and regulations affecting employee benefit plans

  • Comfortable interacting with and presenting to professionals at all levels within various organizations (internal and external clients, vendors, other consultants and counsel)

  • Proven ability to recognize and diagnose issues and work in teams to influence clients’ decision making

  • Undergraduate degree required; JD is a plus.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson.

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity:.

At Willis Towers Watson, we are committed to maintaining an environment of Equal Opportunity and Affirmative Action. If you need a reasonable accommodation to access the information provided on this web site, please contact the office where the position is located for further assistance. If you need an accommodation to interview for a position or at any stage of the recruiting process, please contact your recruiter.

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. Our continued success depends greatly on our ability to fully and effectively employ qualified persons, regardless of race, color, religion, marital status, sexual orientation, age, disability, veteran status, military status, ancestry, gender, gender identity or expression, or any other characteristic protected by applicable human rights or equal opportunity legislation.

We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.