United States onlyAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
Lead the team that is responsible for managing Nonqualified Deferred Compensation (NQDC) and Corporate Owned Life Insurance (COLI) casework for Newport, Schwab and Vanguard teams.
Section 2: Job Functions, Essential Duties and Responsibilities
- Collaborate with stakeholders to define acceptance criteria and ensure alignment with business goals.
- Act as a liaison between business units, project teams, and technical teams.
- Review and validate documentation to ensure accuracy and completeness.
- Manage the team that coordinates and compiles plan ‘diagnostic’ evaluations for prospective nonqualified clients to include plan design evaluation (“Best Practices”), evaluation and recommendation of funding strategies, optimization and recommendations regarding participant investment ‘menu’ options, trustee search and selection, etc.
- Foster strong relationships and maintain strategic oversight for clients along with intermediary partners and Newport Relationship Managers (“RMs”).
- Identify improvement opportunities in processes and recommend actionable solutions.
- Ensure deliverables are of high quality and meet operational readiness standards.
- Self-starter working in a fast-paced, demanding environment under tight deadlines
- Focus on learning in everyday activities and events
- Collaborate with and openly share knowledge with colleagues
- Train nonqualified clients and internal staff on nonqualified product design, product performance, fund changes and general trends or changes in the marketplace
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
- Manage and develop a high performing team through implementation of effective recruitment, training, performance management, motivation and coaching.
- Lead and engage employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement.
- Work with employees to set and execute employee SMART goals/objectives.
- Manage direct reports according to Newport policy.
Section 3: Experience, Skills, Knowledge Requirements
- Minimum 10+ years of NQDC services industry experience with direct accountability for client deliverables including plan design and COLI
- Bachelor's degree in business finance, IT or a related field from four-year college or university
- Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
- Ability to write reports, business correspondence and procedure manuals
- Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
- Excellent communication and stakeholder management abilities.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.comemail 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.
