WTW

• Serve as a senior advisor on defined contribution plan design, governance, compliance, and administration • Lead large, complex client engagements, including vendor strategy, fee benchmarking, and RFPs • Develop and support business opportunities, including contributing to sales and cross-solution initiatives • Ensure seamless transition from sales to delivery and maintain consistent execution across teams • Review, finalize, and present client deliverables with a focus on quality and impact • Lead coordination across teams to ensure consistent, high-quality delivery of defined contribution projects • Plan and deploy resources across a national delivery model, optimizing utilization and team effectiveness • Build and manage high-performing, leveraged teams to support complex project delivery • Partner with leadership to deliver against business objectives, including client outcomes, team performance, and growth priorities • Establish and apply delivery standards, tools, and playbooks to drive consistency and efficiency • Ensure high-quality client outcomes through adherence to established quality standards and continuous improvement • Translate firmwide standards into practical application within project delivery • Support training and capability development aligned to client and business needs • Enable delivery of new solutions and offerings in response to evolving client priorities • Oversee project governance, including scope, timelines, budgets, and quality standards • Anticipate and resolve project risks and escalations, including complex delivery challenges • Monitor financial performance, including budgets and billing, and address variances as needed • Track and report key metrics, including financial realization and delivery performance

Role Description The Finance Operations Network (FON) is a key pillar within Finance Operations. Its mission is to drive process improvements, standardization, automation, and performance monitoring across both captive and BPO delivery environments, working in partnership with GPOs and WE DO to deliver high-quality finance operations. As Finance Operations & Controllership Support – FSI SME (junior analyst), you will be part of the Finance Operations Network R2R team, reporting to the Finance systems integration (FSI) Lead, providing system and process expertise. You will focus on supporting the Oracle Cash Management (CM) sub-ledger, ensuring accurate automated system postings align with our banking and broking processes across the general ledger. Each SME owns a specific sub-process area and collaborates continuously with Controllership, GPOs, WE DO’s Corporate Operations, IT Teams (both Corporate and CRB) and Service Management teams. This is a remote position; however, the role requires working in US business hours. Key Responsibilities - Build relationships with key stakeholders from Accounting and Settlement, Treasury, Finance IT and R2R. - Provide a point of contact for the Controllership and R2R reconciliation teams to raise issues with OCM postings. - Work with A&S and Treasury teams to investigate and identify corrections required to automated postings. - Support Finance IT with proposals for template changes and rules based postings. - Work closely with CM SME to ensure controls are maintained and monitored. - Lead and support continuous process and system improvement initiatives within the scope of Cash Management and the Financial Accounting Hub (FAH). - Support the build of Microsoft Fabric and related Power BI dashboards. Develop data matching rules to automate FAH to OCM reconciliations. Investigate and resolve variances. - Ensure the reliable and accurate day-to-day running of Cash Management, reviewing and preparing template changes, setting up new accounts, and resolving mis postings. Support for the following account types: - EPIC and ECLIPSE trade B2B - PNC Client accounts - AR automated accounts - Sundry posting accounts - Support Oracle Cash Management rollout and updates, including requirements gathering, testing, training delivery, and hyper care. Role Benefits - Improve control environment around automated bank posting and reconciliation in line with our SOX control process. - Drive down aged open items in automated bank reconciliation and Broking Cash clearing accounts. - Improve End to End knowledge of the CM process from the Import of electronic statements all the way through to end reconciliations with detailed knowledge of process steps and ownerships in between. Core Competencies - Leadership & Influence: Ability to drive change and lead cross-functional teams. - Analytical Skills: Strong analytical capabilities to identify and address process inefficiencies. - Communication: Ability to articulate changes and influence stakeholders effectively. - Project Management: Comfortable managing large-scale process initiatives. - Technical Acumen: Understanding of finance systems, processes, and enabling technologies.

• Full-time position with primary focus on project managing a variety of settlement projects • Serve as execution project lead on 2-4 mid- to large sized settlement implementations • Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery • Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations • Develop detailed project plans, timelines and status reporting for internal stakeholders and clients • Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution • Identify project risks and develop mitigation strategies to prevent delays or compliance issues • Monitor data accuracy and participant communications, ensuring high-quality deliverables and client satisfaction • Facilitate client meetings, prepare presentation materials and provide clear updates on project status and next steps • Manage vendor relationships throughout the project lifecycle • Support the development of best practices, process improvement and knowledge sharing across the team

Role Description We are looking to expand our Retirement Risk Management EPL team across the US. We are specifically seeking an experienced project manager to lead and oversee pension plan settlement projects. The project manager will coordinate cross-functional teams, manage timelines, and ensure compliance with regulatory requirements while delivering high-quality outcomes for clients. - Full-time position with primary focus on project managing a variety of settlement projects - Serve as execution project lead on 3-5 micro to mid-sized settlement implementations - Lead the end-to-end management of pension settlement projects including planning, execution, monitoring and delivery - Oversee project implementations ensuring compliance with ERISA, IRS and PBGC regulations - Develop detailed project plans, timelines and status reporting for internal stakeholders and clients - Coordinate with local teams, legal counsel, recordkeepers and client representatives to ensure seamless execution - Identify project risks and coordinate with RRM resources to develop mitigation strategies to prevent delays or compliance issues - Monitor data accuracy and participant communications, ensuring high-quality deliverables and client satisfaction - Facilitate client meetings, prepare presentation materials and provide clear updates on project status and next steps - Manage vendor relationships throughout the project lifecycle Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Company Description

Role Description We are seeking a proactive, results-driven Project Manager to join WTW’s spending account administration team. This role requires a project manager who takes ownership of outcomes, not just coordination of activities, and who is comfortable driving initiatives forward across functional teams and leadership levels. The Project Manager will operate in a dynamic environment where initiatives frequently span multiple business and technology teams, and requirements or scope may not be fully defined at the onset of the project. The successful candidate will be comfortable creating structure where needed, aligning diverse stakeholders, and advancing work even on projects with little definition to start. In this role, you will lead multiple operational initiatives that support the Spending Account Administration business, driving projects from early definition through execution and ensuring initiatives maintain momentum and deliver meaningful outcomes. The Project Manager is expected to proactively identify next steps, drive alignment, and move initiatives forward without relying on detailed direction. This position requires a high degree of ownership and self-direction and the ability to effectively manage multiple projects at the same time. Key Responsibilities - Project Planning and Execution - Lead cross-functional projects from initiation through completion, ensuring initiatives deliver measurable outcomes aligned with business objectives. - Define project scope, structure, milestones, and success metrics, particularly when initiatives begin with limited documentation or clearly defined scope. - Develop and maintain project, risk, and communication plans that keep initiatives organized and moving forward. - Facilitate project kickoffs, working sessions, and status reviews to maintain alignment and momentum. - Translate business objectives into actionable project plans and coordinate effectively across business and technology teams. - Manage competing priorities across multiple initiatives while maintaining focus on deadlines and deliverables. - Stakeholder Management and Communication - Serve as the central point of coordination for project stakeholders across business, operations, and technology teams. - Navigate complex stakeholder environments, aligning leaders with differing priorities and ensuring timely decisions. - Provide clear and consistent updates to leadership and key stakeholders. - Proactively resolve bottlenecks and drive decision-making by ensuring leaders have the information needed to move initiatives forward. - Risk Management and Problem Solving - Identify project risks and issues early and implement mitigation strategies to prevent delays. - Escalate critical risks, decisions, or stalled workstreams to appropriate leadership forums. - Adapt project plans as requirements evolve while maintaining focus on core objectives. - Conduct project reviews and capture lessons learned to support continuous improvement. - Team Collaboration - Work collaboratively with colleagues to ensure consistent project management practices across initiatives. - Assist colleagues or step in across projects when necessary to maintain continuity and progress. - Process Improvement and Strategic Initiatives - Identify and implement opportunities to improve project delivery processes, tools, and operating models. Company Description At WTW, we strive to be the best company for our colleagues and clients. As a global leader in people, risk, and capital management, we bring together the industry's top talent to deliver innovative solutions. Join us to collaborate with inspiring colleagues, grow your career, and make a meaningful impact.

Role Description The Associate Manager, NA Compliance & HR Programs supports North America (NA) HR compliance activities and provides regional HR program management and delivery support for priority initiatives. Reporting to the Head of NA Employee Relations and Compliance, this role works closely with the NA HR Compliance Manager and partners with Legal. This role provides structured operational support across HR compliance, Employee Relations (ER), workforce transformation execution, and program management for cross-functional initiatives within the region. The role is intentionally designed for a self-starting, solution-focused HR professional who can lead assigned workstreams, manage multiple priorities, and contribute to the development of guidance, tools, and processes that support consistent and effective HR compliance across the region. This is a full-time remote, U.S.-based role, with a preference to working within Eastern Time zone. Qualifications - Experience in HR compliance and program management. - Strong analytical and problem-solving skills. - Ability to manage multiple priorities and workstreams. - Excellent communication and collaboration skills. Requirements - Support ongoing HR compliance reporting and analysis, including EEO-1, Affirmative Action Plans (AAP), VETS-4212, California Pay Data, and other state/provincial reporting and related requirements. - Perform data validation, reconciliation, and documentation checks to ensure accuracy, audit readiness, and compliance with regulatory deadlines. - Provide support on U.S. federal, state, and provincial employment-related compliance matters, including EEO, wage and hour, ADA and accommodations, pay transparency, discrimination and anti-harassment requirements. - Assist with interpretation and application of HR policies, practices, and procedures in partnership with HR and Legal teams. - Contribute to the development and maintenance of HR compliance guidance, tools, templates, and standard approaches. - Identify data or process gaps and recommend improvements to reduce compliance risk and rework. - Provide project coordination and delivery support for NA HR initiatives, including regulatory-driven changes, compliance programs, workforce reduction activity, and other regional HR priorities. - Support regional execution of workforce transformations and performance management projects, including detailed management of required documentation, reporting and compliance adherence. - Own the development of project plans, timelines, and analytical tracking tools; monitor progress and escalate risks or issues as appropriate. - Operate as a central integrator across HR, Legal, and functional stakeholders to ensure regional initiatives are executed consistently, lawfully and with minimal disruption and risk. - Design and facilitate continuous improvement initiatives related to HR processes, reporting, and program delivery. - Provide visibility to leadership on capacity, risks, and delivery status leveraging enhanced data, reporting and analytical skills. Benefits - Full-time remote work opportunity. - Preference for working within Eastern Time zone.

Role Description As the Carrier Relations Leader for H&B, you will drive the overall broking and carrier management strategies. You will report to the Head of H&B, NA. You will be responsible for the following: - Serving as a H&B Leadership team member and contributing to strategic growth and operational improvement initiatives - Leading strategy for Broking teams across H&B including but not limited to the development of panels, facilities, and enhanced MDI arrangements - Develop vendor strategy inclusive of panels, COEs, and facilities with corresponding commercial strategies (like the traditional carrier relationships) - Managing and expanding Market Derived Income (MDI) including increasing this revenue year over year - Executing carrier management strategy across the business enhancing what is in region currently to leverage and create best practices - Establishing a commercial and operational framework for preferred vendor/panel partners - Identify, influence and lead co-development opportunities for new and unique solutions with carriers and vendors (potential for new revenue channels) - Working with Operations and Technology you or your delegate(s) will act to support advancement of H&B’s technology platforms and data strategy, as well as opportunities for automation and process improvement, to improve carrier reporting to inform strategic decisions - Working with the insurance carriers and local teams to deliver the value proposition for the carriers that will increase WTW’s MDI revenue, including carrier analytics - Building a community of expertise for Broking, supporting local needs while leveraging best practices - Partnering with Risk and Broking leaders to identify and lead cross-sell opportunities between H&B, Risk and Human Capital (if applicable) - Acting as key liaison with Market Security Group- manage and proactively flag risks for H&B related to carriers, vendors and broking activity - Representing H&B in IGS risk financing team (Pooling Network review meetings) and other LOBs where coordination enhances revenue generation - Manage the overall carrier relations and MDI strategy ensuring that WTW is performing according to our Excellence standards - Display strong leadership and influencing skills - Work in a collaborative manner demonstrating the Willis Towers Watson values - Manage the WTW H&B Carrier Management strategy in collaboration with H&B Region Leaders and H&B Regional Broking Leaders (inclusive of specialty leaders) Qualifications - Excellence: Manage the overall carrier relations and MDI strategy ensuring that WTW is performing according to our Excellence standards - People: Display strong leadership and influencing skills - Work in a collaborative manner demonstrating the Willis Towers Watson values - Clients: Manage the WTW H&B Carrier Management strategy in collaboration with H&B Region Leaders and H&B Regional Broking Leaders (inclusive of specialty leaders) - Directly manage the carrier relationship of top ten carriers - Identify ways to leverage effective carrier relationships by maximizing the potential of the WTW H&B portfolio of business. Develop opportunities to grow and increase pipelines for current and future business opportunities - Demonstrate a strong commercial ability to leverage from deep knowledge of the employee benefits market Requirements - Manage H&B Market Derived Income revenue with year over year growth expectations to be established annually - Analyze commission levels and provide strategic guidance - Work closely with the H&B leadership team to drive growth and profitability with actionable insights throughout the year

• Draft/amend customized comprehensive defined benefit and defined contribution plan documents, summary plan descriptions, summaries of material modifications and other plan related documents and participant communications. • Ensure all plan documents comply with ERISA regulations and other applicable federal laws. • Adhere to document production timelines to ensure efficiency and timely document production. • Organize and maintain plan documents, ensuring they are up-to-date and accessible. • Train and mentor staff on plan document drafting and compliance. • Provide technical guidance regarding plan language and training for the internal team as needed. • Keep abreast of laws and regulations impacting employee benefits, claims procedures, and notice requirements.

As a Product Owner/Business Analyst at Willis Towers Watson, you will be part of a highly collaborative scrum team with members on two continents. This is an integral role in product development by ensuring the organization’s needs are articulated in the user story and acceptance criteria consumed by the Agile Scrum Team. You will be key in influencing prioritization decisions in collaboration with Product Managers and fellow Product Owners, lead discovery activities, and ensure clarity of requirements across the software development lifecycle. In this role, you will practice fundamentals of requirements gathering, system conceptual design, and scope definition. Furthermore, you will facilitate discussions with stakeholders, and guide the refinement of business requirements into clear, actionable user stories that drive high-quality feature outcomes. In addition, you may assist in conducting functional and usability testing to ensure that the Agile Scrum Team’s deliverables meet the business requirements and needs. This role works with Willis Towers Watson’s proprietary and/or industry-leading systems and applications and ensures that these are designed and built according to agreed-upon technical specifications and quality standards. The ideal candidate is an expert problem solver who can balance strategic thinking with hands-on delivery, while demonstrating strong leadership and technical acuity in a fast-paced, global environment. Communication and collaboration are key in day-to-day support activities for requirements refinement, development, testing, and implementation. The Role About You: - You are an experienced Product Owner/Business Analyst who can independently perform prioritization decisions, lead requirements discovery, solution definition, and refinement of complex features or epics. - You have strong stakeholder management skills and can confidently communicate and facilitate discussions across varying audiences—product managers, product owners, developers, testers, subject matter experts, and business partners. Furthermore, you demonstrate advanced-level critical thinking, visual modeling, analytical skills, and can guide teams through options, trade-offs, and solution decisions. - You exhibit a strong sense of curiosity and problem solving, contributing to evaluating new tools, technologies, and approaches, and can lead proof-of-concepts that drive continuous improvement within the team, function, or program. - You can mentor and coach less experienced Product Owners/Business Analysts, helping elevate team ways of working, analysis quality, and process consistency. - You are comfortable working remotely across multiple time zones, ensuring clear, proactive communication and timely delivery of commitments. Key Responsibilities: Technical & Product Leadership - Leads end-to-end discovery and requirements activities for complex features, epics, or cross-team initiatives. - Facilitates Story Mapping, Design Thinking workshops, and other workflow visualization sessions to build shared understanding of problem statements and solution approaches. - Evaluates requirement options and gude teams through decision-making trade-offs based on scope, time, feasibility, and risk. - Defines high-quality user stories, acceptance criteria, and solution options, including the use of templates such as Gherkin Statements where appropriate. - Leads backlog refinement sessions, and support sprint planning, release planning, and stakeholder demo sessions; able to back up the product owner as needed. - Facilitates stakeholder demo sessions and conduct live demonstrations, when appropriate, to showcase team progress and elicit feedback from stakeholders. - Triages bugs and defects encountered during development or production phases, and address any pending concerns. - Ability to review test strategies and collaborate with testers to ensure coverage, clarity, and alignment with business needs. - Analyzes test results, risks, and data to help teams plan effectively and communicate impact to stakeholders. - Drives continuous improvements by identifying enhancements in product processes, team worklows, and SDLC practices. People Skills & Soft Skills - Facilitates complex team discussions and help the group arrive at well-informed, consensus-driven decisions. - Mediates and recognizes differences in opinions, guiding teams toward shared understanding and mutually acceptable solutions. Be able to articulate opinions, risks, and concerns in a constructive and emotionally intelligent manner, especially in complex or ambiguous environments. - Communicates clearly across multiple audiences—from technical discussions with dev team members to high-level summaries for leadership and stakeholders. - Mentors and provide guidance to junior and mid-level Product Owner/Business Analysts; collaborates closely with them in sharing good practices on backlog prioritization, user story writing, requirements elicitation and documentation, and communication. - Leads by example through accountability, clarity, and quality of work—helping reinforce strong delivery behaviors within the scrum team. - Leads and facilitates product learning sessions to strengthen product awareness, domain understanding, and shared ownership across all roles in the program. Strategic Leadership - Influences product, program, or team backlogs by recommending prioritization decisions based on value, effort, feasibility, and risk. Acts as leader within the team, ensuring that requirements, solution decisions, and delivery activities support on-time and high-quality product outcomes. - Demonstrates strong process disicipline while also knowing when and how to challenge existing norms constructively - Evaluates emerging technologies, tools, industry practices, and provide recommendations for adoption when beneficial - Leads or contributes to internal proof-of-concepts, share results with the team, and advocate for improvements to processes, tools, or delivery approaches. - Takes on special initiatives or projects that contribute to the growth of the function or program

Do you want to help empower employers, employees, and retirees better navigate the changing world of benefits? Are you looking to provide a tailored, integrated experience that combines benefit consulting expertise with innovative, user-centered technology? Do you want to be part of a team that values collaboration and diversity and invests in your personal and professional growth? If so, we have an exciting opportunity for you to join WTW as a Project Manager 3, where you will apply your technical knowledge, organizational, and problem-solving skills to manage benefits administration solutions & services to Fortune 500 companies. Location: This is a remote position - open to candidates located anywhere within the United States. The Role - Proactively probes to understand client business requirements and works with the appropriate stakeholders to identify approaches/solutions that best leverage system functionality and WTW standards - Consults with clients on medium/high complex issues, may need guidance on more complex issues and system related items - Intermediate to advanced proficiency in all Global Outsourcing project management tools - Leads internal initiatives outside of day-to-day client commitments - Leads project teams with multifaceted, competing priorities, and deadlines - Manages implementations and/or ongoing services of medium complex assignments across the spectrum of WTW lines of business, with high quality results and strong relationships - Coaches and mentors team members and junior/new project managers to higher performance levels - Performs and manages all responsibilities related to the Project Manager-3 role and complies with our security protocol