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Managing Director - Operations, Benefits

Daybright Financial

(Remote / CT / MA / NJ / NY / PA / Hybrid)

Daybright is one of the largest independently owned firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. The business was formed in 2008 and today serves over three million participants nationally in the K-12 education, Corporate and Government markets. For more information about Daybright, please visit our website: www.daybright.com

Daybright is currently seeking a Managing Director of Operations, Employee Benefits.  Join our dynamic group of thought leaders and seasoned benefits planning professionals.

JOB DESCRIPTION

The Managing Director of Operations, Benefits Segment is responsible for setting and executing the vision, mission, and goals of Benefits account management & client delivery, working with business leadership and multiple stakeholder groups across the company. Drive team alignment with the company’s objectives, values, and culture, ensuring account teams are well equipped to provide outstanding client experiences throughout the client lifecycle.

As both a strategic and hands-on operational leader, you will be responsible for developing and executing operational strategies that drive business growth and expansion across a national portfolio of employee benefits clients. This position leads a high-performing team of operations professionals, ensuring the delivery of innovative, compliant, and value-driven benefits solutions that directly support the company's growth objectives. The ideal candidate is an experienced relationship builder and operational strategist with a proven track record of leveraging process improvements and data-driven insights to accelerate business results and client advocacy in the employee benefits space.

  

RESPONSIBILITIES

Client Success Strategy

• Create and implement client success strategies that align with the company’s goals and values.
• Set performance metrics and targets for client teams.
• Develop proactive measures to manage risk and ensure compliance across benefits teams.
• Cultivate a client-focused culture using data insights, key client relationships, industry trends, customer experience, and internal team feedback.
• Gather and utilize customer feedback to improve services and strategies.
• Utilize data analytics to inform decision-making, identify trends, and proactively address client needs.
• Monitor and improve client experience metrics, retention rates, and service level agreements (SLAs).

Account Team Standards & Management

• Develop and maintain job descriptions for account team roles.
• Work with HR and local teams to hire and onboard new talent.
• Goal development and alignment.
• Partner with People Managers to support the development of local leadership, offering guidance, support, and professional growth opportunities.
• Initiate and manage Performance Improvement Plans in collaboration with managers/local leadership as needed.
• Promote a collaborative environment across local segment teams and corporate functions such as sales, data enablement, and marketing.
• Organize and lead cross-functional workshops and meetings.

Oversee Centers of Excellence/National Hubs

• Partner with Corporate (Legal, Technology, etc.) & Shared Services leaders to ensure the proper evaluation and implementation of strategic partnerships and technologies.
• Drive revenue growth through strategic account expansion, cross-sell initiatives, and consultative engagement.
• Evaluate client-facing materials and partnerships for key client relationships.
• Lead change management initiatives to enhance scalability, efficiency, and innovation in client service.

Strategic Business Alignment

• Develop methods to measure and enhance client retention strategies with strong focus on ways of working
• Define operational metrics for executive leadership.
• Proficiency in CRM and practice management platforms, helping to improve system and hold employees accountable for data integrity & record management.
• Work closely with all internal stakeholders to ensure a cohesive approach to client success and go-to-market strategy.
• Represent the organization at industry events, client forums, and strategic planning sessions.

JOB QUALIFICATIONS

• Bachelor’s degree required; Master’s degree (MBA, MHA, or related) a plus.
• CEBS, GBA, or other benefits-specific credentials are a plus.
• Minimum of 10+ years of progressive experience in client success, account management, or consulting within the employee benefits or insurance industry.
• Proven track record of leading national or enterprise-level client portfolios with measurable success in retention and growth.
• Demonstrated expertise in benefits strategy, compliance, and multi-state regulations.
• Proficiency in CRM systems (e.g., Salesforce), data visualization tools (e.g., Tableau, Power BI), and advanced Excel.
• Skilled at creating and delivering presentations.

KEY COMPETENCIES:

• Strategic Thinking: Ability to align client success initiatives with long-term business goals.
• Relationship Management: Builds trust-based partnerships with clients and internal stakeholders.
• Consultation: Provides expert guidance on benefits strategy and workforce impact.
• Leadership & Navigation: Inspires and directs cross-functional teams toward shared outcomes.
• Change Management: Leads transformation with agility and resilience.
• Business Acumen: Understands market dynamics and financial drivers.
• Data-Driven Decision Making: Leverages analytics to drive performance and innovation.

PERSONAL SKILLS & CULTURAL FIT:

• Clear and professional communication with internal and external stakeholders.
• Empathy & Service Orientation.
• Strong organizational and project management skills.
• Ability to work independently and manage multiple priorities.

WORK ENVIRONMENT, LOCATION AND TRAVEL

Candidates within the NY Metro/Boston to Philadelphia area.

Remote position with periodic travel to client sites and corporate offices.

Estimated travel: 25–40%, depending on client portfolio and strategic initiatives.

How to Apply

Thank you for your interest in Daybright. To apply for this role, please email your resume to Juliette Robinson, jrobinson@daybright.com with subject: “Managing Director - Operations, Benefits.”

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