Consultant Relations Director

Summary

Join bswift as the Director of Consultant Relations and cultivate strong relationships with benefits brokers, consultants, and third-party evaluators nationwide. This key external-facing role supports new business growth by partnering with consultant firms of all sizes, ensuring bswift remains top-of-mind during benefits administration searches. You will lead communication strategies, participate in industry events, and collaborate with internal teams to ensure efficient processes and accurate information. The position requires strong relationship management, communication, and benefits administration knowledge. This role offers a competitive compensation and benefits package, including comprehensive health benefits, retirement savings plans, professional development opportunities, and a remote-first work environment.

Requirements

• The position requires outstanding relationship management, interpersonal, and oral/written communication skills
• The candidate must have a history of successfully developing relationships or expanding relationships with search consultants and/or brokers
• In addition, the successful candidate must be knowledgeable of the healthcare benefits administration industry
• 10+ years of experience in consultant relations, client service, or relationship management
• A strong work ethic and the ability to work effectively, independently and as part of a team, are critical to success in this role
• Strong Benefits Administration experience and knowledge and understanding of the broker\consultant sales ecosystem
• Hands-on PC proficiency with MS Word, Excel, PowerPoint and Salesforce
• Cross-functional collaboration skills and ability to influence stakeholders through communication
• Strong client service mindset dedicated to exceeding customer expectations
• Ability to prepare both internal and external communications
• Demonstrated ability to analyze and improve workflow processes
• Strong project management skills including critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines
• Ability to travel (<25%)

Responsibilities

• Support new business growth through established, dominant search consultant firms by cultivating and maintaining trusted partnerships with top tier search consultants in the industry
• Develop and maintain relationships with mid and lower tier firms to ensure bswift brand is top of mind when initiating a search for a new prospect
• Continually assess new firm and consultant distribution opportunities
• Partner closely with bswift Executive Leadership and Client Services teams to bring meaningful business and mutual client updates to consultant community on a regular cadence
• Lead consistent communication strategy and ongoing interaction with search consultants to ensure they are always aware of our strategy, vision and direction for bswift products and services
• Coordinate and conduct regular business update meetings, respond to ad hoc consultant requests, and assist in go-to-market materials updates, CRM updates, and driving RFP process efficiency
• Act as first point of contact in the RFP process; review RFPs for fit, answer questions, and kick off overall process
• Manage annual consultant database updates
• Collaborate with internal stakeholders (Sales, Product, Legal, Sales Operations, and Client Services) to ensure accurate and timely completion of requests
• Participate in industry conferences and events to promote the firm, build relationships within target markets and the consultant community and remain current in profession and industry trends
• Monitor market shifts and provide feedback to Product, Sales and Marketing teams to ensure competitive positioning

Preferred Qualifications

• Bachelor's degree preferred
• A CFA and/or MBA are a plus

Benefits

• Comprehensive Health Benefits : Access to health, dental, and vision plans to support your wellness and that of your family
• Competitive Compensation : A compensation package that recognizes your skills, experience, and contributions, including performance-based incentives for most roles
• Remote first, Office friendly environment! No time to commute? No problem!
• Retirement Savings Plans : Options to help you plan for a secure financial future with employer-sponsored retirement savings programs
• Professional Development : Opportunities for career growth, including training and access to resources to support your career progression
• Supportive Culture : A work environment that encourages collaboration, open communication, and creative problem-solving, where your voice and ideas are valued
• Employee Wellbeing Initiatives : Programs focused on mental health, financial planning, and wellness resources to help you thrive inside and outside of work