Symphony Risk Solutions LLC., is seeking an experienced and committed Private Equity (PE) Benefits Strategy Senior Associate to join Symphony Consulting. As a Senior Associate you will be responsible for helping build and lead the Private Equity Benefits Strategy Group within Symphony Consulting, a dedicated function designed to lead PE benefits due-diligence and growth initiatives.

This role ensures Symphony delivers world-class; rapid-turnaround benefits insight and translates PE needs into scalable offerings, repeatable processes, and differentiated outcomes. This is a hybrid position in our Chicago, IL office.

Salary Range: $200,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Parental Leave

Disability Insurance

Life Insurance

Retirement Plan

Qualifications:

• 15+ years in employee benefits consulting, underwriting/analytics, M&A/PE advisory, or related domains.
• Demonstrated experience supporting private equity transactions, corporate carve-outs, or M&A integration preferred.
• Expertise in health & welfare strategy, funding mechanisms, cost modeling, benchmarking, and benefits compliance.
• Strong executive presence, with the ability to work directly with PE deal teams, operating partners, CFOs, and HR/Benefits leaders
• Ability to thrive in a fast-paced environment with highly variable deal flow and compressed timelines.
• Proven success building new operating models, processes, or service lines.
• Entrepreneurial mindset with strong accountability, urgency, and bias toward action.
• Proficient in Microsoft Office Suite and insurance-specific software. Experience with AMS 360 is a plus.

Physical Demands:

• While performing the duties of this job the employee is regularly required to sit or stand at a desk.
• Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
• Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.
• The ability to effectively listen, understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.

Work Environment:

• The work environment involves the use of typical office equipment such as computer, printer, telephone, etc. in a controlled climate.
• Occasionally working after hours may be required to meet the demands and deadlines associated with the position.
• Occasional travel is also required.

Qualifications:

• 15+ years in employee benefits consulting, underwriting/analytics, M&A/PE advisory, or related domains.
• Demonstrated experience supporting private equity transactions, corporate carve-outs, or M&A integration preferred.
• Expertise in health & welfare strategy, funding mechanisms, cost modeling, benchmarking, and benefits compliance.
• Strong executive presence, with the ability to work directly with PE deal teams, operating partners, CFOs, and HR/Benefits leaders
• Ability to thrive in a fast-paced environment with highly variable deal flow and compressed timelines.
• Proven success building new operating models, processes, or service lines.
• Entrepreneurial mindset with strong accountability, urgency, and bias toward action.
• Proficient in Microsoft Office Suite and insurance-specific software. Experience with AMS 360 is a plus.

Physical Demands:

• While performing the duties of this job the employee is regularly required to sit or stand at a desk.
• Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment.
• Occasional bending, reaching, and light lifting (up to 10 lbs.) is required.
• The ability to effectively listen, understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.

Work Environment:

The work environment involves the use of typical office equipment such as computer, printer, telephone, etc. in a controlled climate.

Occasionally working after hours may be required to meet the demands and deadlines associated with the position.

Occasional travel is also required.

• Lead all benefits-related components of private equity due-diligence engagements, including cost assessment, plan benchmarking, funding analysis, compliance evaluation, and optimization opportunities.
• Serve as the primary point of contact for Symphony Transact as it relates to employee benefits, ensuring exceptional responsiveness and precision for rapid-turnaround diligence needs.
• Oversee development and delivery of diligence reports, ensuring accuracy, clarity, and consistency across every engagement.
• Develop a structured approach for converting diligence engagements into strategic consulting opportunities following transaction close.
• Lead portfolio-level benefits reporting and insights for private equity firms, delivering clear, data-driven analysis on benefit plan performance, cost trends, risk indicators, and strategic opportunities across the portfolio.
• Serve as the senior benefits M&A subject-matter expert, supporting integrations, harmonizations, and transition planning for newly acquired or merging entities, ensuring alignment with Symphony Consulting standards and PE sponsor expectations.
• Support the design and execution of Symphony’s PE growth initiatives, partnering with Symphony Transact leadership to identify opportunities, build frameworks, and drive enterprise-level strategies that strengthen Symphony’s private-equity presence.

Symphony Risk is a next-generation, full service insurance brokerage, risk management advisory, and employee benefits consulting advisory for the risk and human capital needs of middle market and lower Fortune 500 businesses, private equity firms and alternative asset managers, corporate executives, and high-net-worth families.