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Ascensus
Philadelphia, PA, United States
Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and respon
Job Source: AscensusEquitable
Philadelphia, PA, United States
Equitable Advisors is currently seeking to onboard a new Retirement Benefits Group (RBG) Financial Professional. As an entry level RBG Financial Professional, you can accelerate your own success. Your primary focus will be providing financial products and services, as well as education to those who build and serve our communities, such as:• Teache
Job Source: EquitableEquitable Advisors
Philadelphia, PA, United States
Overview We are seeking highly motivated individuals to join our dynamic team of approximately 5,000 financial professionals. The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, co
Job Source: Equitable AdvisorsCps4jobs
Philadelphia, PA, United States
Retirement Plan Consultant - REMOTE National Plan Provider is seeking an experienced Retirement Plan Consultant . The ideal candidate will bring extensive knowledge of retirement services, including Defined Contribution and Defined Benefit plans, and possess a strong understanding of compliance, regulations, and industry best practices. The Retir
Job Source: Cps4jobsAscensus
Philadelphia, PA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusConfidential Jobs
Philadelphia, PA, United States
Healthcare and Health Plan Implementations| Unable to Sponsor We are looking for an Implementation-heavy Project Manager (Remote eligible) able to work on EST time zone and spearhead implementations for our Healthcare clients. This is a permanent employee role for someone who is experienced with project planning for end-to-end delivery, including
Job Source: Confidential JobsThe Judson Group
, PA, United States
Senior Retirement Plan Consultant | Pittsburgh, Pennsylvania Reference Number: MHH7327 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a nationally recognized wealth management and retirement plan consulting firm located in Pittsburgh in the search for a Senior Retirement Plan Consultant . This candidate will have the unique
Job Source: The Judson GroupAscensus
Philadelphia, PA, United States
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding l
Job Source: AscensusPhiladelphia, PA, United States
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary : Responsible for the critical role of project management and onboarding of new conversions and implementations onto the Newport platform.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions .
Serves as the primary point of contact for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform.
Identifies, creates, and executes efficient project timeline and client facing deliverables.
Works with plan sponsors, internal/external consultants, and prior service providers to successfully convert plan data, assets and liabilities.
Schedules and leads weekly checkpoint calls with clients and external partners to provide project status update and to discuss open items. Maintains and organizes client-meeting materials such as agenda, minutes and timeline.
Understands legal plan documents, implementation process and translates client requests into actionable tasks.
Research and understands client on-boarding process, plan setup and project documentation needs. Works closely with cross-functional support teams to resolve system setup and configuration issues.
Takes ownership and facilitates resolutions to client questions/issues using the available internal and external resources.
Prepares client data with use of Excel formulas/tools, including but not limited to: data extracts, data formatting, data manipulation and editing to ensure completeness and accuracy to ensure compliance with contractual requirement and client expectation.
Prepares the necessary documentations for initial plan set up and provide post implementation assistance by developing accurate and detailed administration manuals outlining processes and procedures related to the project/case.
Manages multiple case assignments, different clients, changing priorities to manage and prioritize project needs.
Consistently meets and/or exceeds performance expectations, working under pressure in a very fast paced, demanding environment, continuously under tight deadlines
Focuses on learning in everyday activities and events
Collaborates with and openly shares knowledge with colleagues
Regular, reliable, and punctual attendance
Management Responsibilities
None
Required Education, Experience and Certificates, Licenses, Registrations
5 - 7 years in the retirement plan industry. Knowledge of non-qualified deferred compensation plans a plus, as well as understanding of various retirement plans, market operation, and general retirement plan practices.
Project Management experience,
Advanced Excel skills
Preferred (but not required) education or skills for this role
Bachelor's degree from four-year college or university in related field
In-depth knowledge of implementation and conversions of retirement plans
Competencies
Builds Collaborative Relationships
Commitment to Excellence
Detail Oriented
Excellent Verbal and Written Communication Skills
Integrity
Personal Credibility
Planning and Organizing
Problem Solver
Resourceful
Team Player
Time Management
Analytical
TRAVEL: Up to 5%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).
Email Alert for Project Manager, Implementation (Non-Qualified Retirement Plans) jobs in Philadelphia, PA, United States
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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