NQ Implementation Project Manager, Newport

Ascensus-posted 9 days ago
Full-time • Mid Level
Greensboro, NC
1,001-5,000 employees
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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.

  • 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
  • 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
  • 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
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