Bryan Holbert Email & Phone Number

Littleton, Co, Us

Plano, Tx, Us

Workday, ADP, WEX, and GreenHouse IntegrationsGlobal Payroll Design

Financial system design, configuration, integrations, testing and deployment, including reporting between web app and back end client HRIS systems.

New York, Ny, Us

Global Payroll ManagerHCM, HRIS, Global Mobility, ERP, Tax, Payroll and Accounting infrastructure design, configuration, testing and deployment.

Denver, Colorado, Us

Global Mobility and Payroll design, configuration, testing and deployment.

Denver, Colorado, Us

Software implementations

Gb

Financial Education

New York, Ny, Us

Retirement Plan and Technology Implementation ManagerSenior Delivery Consultant for the largest, most complex and highest visibility clients’ retirement plans and technology installations including multi-vendor and sole record keeping platforms.Expert in the most complex plans and requirements including: common remitter, decentralized administration, employer and employee calculations, contribution limits monitoring, full service eligibility and vesting calculations, online salary deferral agreement and enrollment systems, user experience, web design and setup, account aggregation, seed and census and remittance files (SPARK, OMNI, Legacy, and custom), single sign on technology via SAML assertion and most other plan design requirements including custom offer solutions.Business Requirement, Functional Requirement and Technical Design Document design and approver.Client facing presentations, negotiations and design; end to end from RFP to business as usual.Multiple large asset takeover implementations.File testing and logic design for custom file transmission and data consumption solutions.Implemented over 200 retirement plans including 95 Retirement Health Care Plans (RHP).Designed and implemented streamlined processes for consortium clients reducing cycle times by 50% and developed standard operating procedures and training for offshore resources to deliver.Key contributor in designing new product delivery process reducing cycle times by 60% from 88 days to 35 days, decreasing handoffs by 40%, and increasing capacity by 50%.Plan document and legal agreement review, design and analysis.Beneficiary Relationship Management, OutboundAffluent beneficiary relationship management, compliance, retention, business development.Wealth Management Consultant, InboundAffluent client relationships and business development.

Managed technology sales in military, federal government, K-12 and Higher Education sectors; achieved $10 million in average annual gross sales.Won contracts via negotiations between HP and Fort Carson/Fort Riley; named Project Manager for RFP preparation and negotiations of ITES, SEWP II, and other small business contracts.Contacted new and existing customers to discuss their needs, and to explain how these needs could be met by specific products and services; answered customers' questions about products, prices, availability, product uses, and credit terms; quoted prices, credit terms and other bid specifications.Emphasized product features based on analyses of customers' needs, and on technical knowledge of product capabilities and limitations; negotiated prices and terms of sales and service agreements; maintained customer records, using automated systems.Identified prospective customers by using business directories, following leads from existing clients, participating in organizations and clubs, and other sources.Prepared sales contracts for orders obtained, and submitted orders for processing; assisted customers in making product selections based on customers' needs; collaborated with colleagues to exchange information such as selling strategies and marketing information.