Founded by former Workday clients, we value partnership and engagement as a cornerstone of our business. With years of functional and technical experience in all phases of Workday's deployment life cycle, we can determine the most efficient integration designs and rapid deployment strategies. We develop maintainable solutions and provide support for integration testing and updates for new Workday releases. As a Workday HCM Senior Consultant, you will ensure successful deployment by architecting, configuring and testing the Workday HCM solution to meet the specific needs of the client. Foster the development of other Consultants by sharing expertise. May support proposal preparations, deliver demonstrations to clients and speak at conference. This remote role can be located anywhere within the United States or Canada to perform the required responsibilities. KEY EXPECTATIONS - Provide expertise in multiple modules in the Workday HCM suite (HCM Core, Compensation, Benefits, Recruiting, Talent and Performance, Learning, Payroll/Time & Absence) - Lead the following as a member of a deployment team, or coach others to successfully: gather and document client business requirements, design and configure the Workday solution, demonstrate configurations through the development of prototype systems, assist in testing the Workday solution, and complete knowledge transfer to clients - Work with confidential client/data conversion team to help convert legacy data into Workday - Assist the integration consulting team in configuring and testing integrations between Workday and other third-party or custom solutions - Mentor new consultants and serve as a professional role model as well as coach others on product knowledge - Resolve complex tasks/requirements when other team members need support - Collaborate and communicate effectively on team-based projects - Facilitate clients’ intellectual and practical adoption of Workday best practices - Maintain clients’ ongoing satisfaction, ensuring Intecrowd is reputable and referenceable once in production - Provide regular status reports to the project managers keeping them apprised of overall project status - Innovate and suggest new approaches and tools to deploy Workday efficiently and effectively - Maintain Workday certifications and qualifications - Ensure functional solutions are compatible with downstream data translation (assist integrators in configuring/testing integrations between Workday and external systems) - Demonstrate computational thinking. Identify problem components, analyze patterns, remove inefficient configurations or processes, and construct algorithmic solutions scalable to ongoing client needs - Contribute to and mold a culture of continuous education among your colleagues, mentees, and managers - serve as a professional role model - Provide insightful status reports to project managers that highlight risks to project health and improvements in client adoption REQUIRED SKILLS AND EXPERIENCE - Current Workday Partner HCM or Payroll Certification plus at least one other of the following HCM solutions: Compensation, Benefits, Recruiting, Talent and Performance, Learning, Payroll, Time and Absence. - 2 - 4+ years of WD configuration and implementation experience - Bachelor’s Degree or equivalent work experience - Previous consulting experience with a consulting/software company - Previous experience deploying Workday, SAP, Oracle, PeopleSoft, ADP, Ultimate or similar applications - Demonstrated project management experience - Functional human resources experience - Passion for providing exceptional customer service - Ability to effectively manage against timelines and goals - Excellent verbal and written communication skills - Business analysis and requirements gathering abilities - Ability to learn technology quickly through instruction and self-training - Experience deploying multiple HCM projects simultaneously a plus - Expected travel is +/-25% depending on project Employer’s Rights: Intecrowd has the right to revise this job description at any time. This job description is not a contract for employment. This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description. Equal Opportunity Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a Vietnam or disabled veteran. Applications for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Intecrowd.

• Develop cost-effective strategies to assist individuals with disabilities in returning to the workplace • Work with Guardian plan holders, employees, and physicians to coordinate return to work opportunities through job accommodations and return to work strategies • Assess claimants medical, psychological condition, social and economic situation, aptitudes, work experience, restrictions and limitations, educational background, and behavioral/motivational factors • Compare assessment with policy rehabilitation provisions and make cost/benefit analysis to develop programs • Maintain proactive dialogue with claimants, plan holders and treatment providers • Cost-effective utilization of vendors to provide rehabilitative services • Coordination with public services/governmental agencies to control costs • Collaborate with Disability Clinical & Vocational Services staff and case managers to reduce duration of disability • Serve as educational resource on vocational rehab aspect of claims • Utilize standard vocational resources effectively to perform occupational assessments; perform transferable skills analyses and labor market surveys • Apply knowledge of the ADAAA to identify effective work-related accommodations • Work with plan holders to identify/effectuate appropriate worksite modifications and transitional work plans

Location Designation: Fully Remote Role Overview: The Advanced Planning Group supports all agents of New York Life. The ideal candidate will have at a minimum, five to ten years of experience in the areas of estate planning and business planning, charitable planning, asset protection planning, and income tax planning. While not required, a working knowledge of life insurance products would be an asset. What You’ll Do: - - Agent Support – Collaborate closely with agents, general office management, and consultants to provide personalized case consultations and case design services. Assist agents in identifying estate, charitable, business, transnational, and retirement planning strategies that align with clients' goals while seamlessly integrating product solutions. - - Estate and Business Planning Case Design – Create customized and sales focused estate and business planning cases that specifically address a client’s planning needs. Assist and collaborate with other members of the Case Development Team as they develop estate and business planning cases to ensure that all team members are providing the highest level of technical support. - - Presentations – Present on a variety of advanced planning concepts on national and regional webinars as well as for agent study groups. Serve as subject matter expert to address technical questions coming in through the chat online seminar function. Create new presentations on advanced planning concepts for agent training and seminars for our field consultants and agents to use with clients. - - Content Development - create new content for the advanced planning group library including pieces for agent use only as well as concept pieces designed for client use. Collaborate with your peers on the case design team to develop new content for our customized planning presentation templates. - Peer review APG Library Content - as library pieces come up for renewal, peer review content assigned to you. Submit corrections and updates to the sales support team. - Take a leadership role in implementing new initiatives through opportunities resulting from changing laws, integration of new company products, and content development around core offerings working collaboratively across the organization. What You’ll Bring: - - Minimum of 5 - 10 years’ experience working in the advanced market. Possess a detailed understanding of estate and gift transfer tax planning, business planning, qualified and non-qualified retirement planning, charitable planning, and income tax planning. - Juris Doctor required. - Experience in presenting complicated advanced planning techniques to other advisors and to clients and should have experience engaging parties to implement suggested strategies. - Detailed knowledge of life insurance products, life insurance taxation, life insurance funding (e.g., split dollar, premium financing) and how to utilize life insurance for a high-net-worth individual’s business and estate planning needs. - Experience integrating financial planning concepts and estate and business planning strategies to develop a comprehensive plan for high-net-worth clients and business owners. - Ability to work independently with little to no technical guidance from management or other members of the Case Development team. #LI - EM1 #LI - REMOTE Pay Transparency Salary Range: $150,000 - $185,000 Overtime eligible: Exempt Discretionary bonus eligible: Yes Sales bonus eligible: No Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program. Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. Our Benefits We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​ Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com. ​Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 93580

• Work on Employee Central (EC) projects.