Sarah Beau
Lindenhurst
Summary
Dynamic professional with extensive experience in retirement operations and defined benefits administration. Adept at facilitating collaboration and optimizing processes, consistently delivering tailored solutions that enhance client satisfaction and operational efficiency.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Director of Implementation, Retirement
Willis Towers Watson
Chicago, IL
01.2024 - Current
- Partnered with sales teams to create accurate proposals that aligned with the client expectations and requirements.
- Facilitated collaboration within the pension outsourcing team to deliver client-specific solutions aligned with organizational goals.
- Coordinated with stakeholders to clarify project scope and deliverables, driving successful project execution.
- Analyzed potential risks and developed strategies to minimize obstacles throughout the implementation processes.
- Facilitated stakeholder meetings to effectively gather requirements and address concerns, promoting a collaborative environment.
- Monitored project progress and adjusted strategies to mitigate risks and ensure timely delivery of services.
- Coordinated transition efforts post-implementation, ensuring clients experienced uninterrupted daily operations.
Director of Wealth Operations, Sr. Client Leader
Alight Solutions
Lincolnshire, IL
06.2019 - 12.2023
- Managed end-to-end pension administration processes for a diverse range of clients, ensuring compliance and quality service delivery.
- Optimized retirement benefit delivery processes by standardizing practices, resulting in improved service quality and customer satisfaction.
- Achieved significant cost reductions by collaborating with client management to identify and implement efficiency improvements. Enhanced delivery models to optimize resource use and drive operational excellence. Leveraged team capabilities to scale operations and meet client needs effectively.
- Spearheaded integration of diverse service platforms, including wealth management, health, consumer experience, human resources, and technology, to deliver comprehensive solutions.
- Coordinated efforts with third-party vendors to enhance quality control measures and promote ongoing improvements.
- Provided strategic delivery insights to clients, supporting successful sales renewals and stabilization efforts.
- Managed senior client and operations managers.
Senior Client Manager
Alight Solutions
Lincolnshire, IL
05.2016 - 06.2019
- Facilitated the delivery of tailored wealth solutions, ensuring effective pension and 401k administration.
- Monitored and enforced compliance of retirement plans, fostering a culture of operational integrity.
- Provided expert consultation to clients regarding regulatory changes, ensuring adherence to pension plan and overall regulations.
- Implemented strategies to promote a mindset of continuous improvement across teams.
- Cultivated colleague expertise in defined benefits domain and operational processes.
Earlier Experience
Alight Solutions (formerly Hewitt Associates and AON Hewitt)
Lincolnshire, IL
08.2003 - 05.2016
- Senior Operations Manager - Manual Calc Solutions (2012-2016)
- Benefit Operations Manager - Manual Calc Solutions (2009-2012)
- Customer Service Team Manager (2007-2009)
- Customer Service Project Manager (2005-2007)
- Customer Service Representative (2003-2005)
Education
Bachelor of Science -
BBA - Finance
University of Wisconsin, Milwaukee
Milwaukee, WI05-2002
Skills
- Strategic planning
- Financial budgeting
- Contracts & change orders
- Defined benefits administration and regulations
- Client consulting
- Resource and project management
- Complex problem solving
- Team Leadership
Certification
Harvard Business School Leading Edge graduate
Timeline
Director of Implementation, Retirement
Willis Towers Watson
01.2024 - Current
Director of Wealth Operations, Sr. Client Leader
Alight Solutions
06.2019 - 12.2023
Senior Client Manager
Alight Solutions
05.2016 - 06.2019
Earlier Experience
Alight Solutions (formerly Hewitt Associates and AON Hewitt)
08.2003 - 05.2016
Bachelor of Science -
BBA - Finance
University of Wisconsin, Milwaukee