Be an early applicantLess than 25 applicants

Company

Ascensus · 8 hours ago

Senior Consultant

Dresher, PA

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

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ConsultingRetirement

H1B Sponsor Likely

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Responsibilities

Serves as the nonqualified liaison between internal technical staff, nonqualified Regional Vice Presidents (“RVPs”) and our intermediary distribution partners in the development of new nonqualified clients.

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.

Fosters strong relationships and maintains strategic oversight for clients along with intermediary partners and Newport Relationship Managers (“RMs”).

Participates in special projects that enhance productivity/efficiency and suite of nonqualified services.

Evaluates and consults on nonqualified plan design, including Corporate Owned Life Insurance (COLI) and Insurance Owned Life Insurance (ICOLI)

Conducts presentations on all facets of nonqualified products and strategies

Training of nonqualified clients and internal staff on nonqualified product design, product performance, fund changes and general trends or changes in the marketplace

Coordinates completion necessary compliance documentation related to placements of securities

Self-starter working in a fast-paced, demanding environment under tight deadlines

Focuses on learning in everyday activities and events

Collaborates with and openly shares knowledge with colleagues

Regular, reliable and punctual attendance

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.

Qualification

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Retirement services experienceCOLI industry experienceClient deliverables accountabilityAdvanced mathematical conceptsSpreadsheet software proficiencyAccounting database softwareBusiness correspondence writingReport writingTraining skills

Required

Minimum 10+ year of retirement services and COLI industry experience with direct accountability for client deliverables

Bachelor's degree 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 effectively present information and respond to questions from intermediary partners, prospects and clients

Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs

Self-starter working in a fast-paced, demanding environment under tight deadlines

Focuses on learning in everyday activities and events

Collaborates with and openly shares knowledge with colleagues

Regular, reliable and punctual attendance

Company

Ascensus

Glassdoor

3.5

Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.

Founded in 1980

Dresher, Pennsylvania, USA

5,001-10,000 employees

https://www2.ascensus.com/

H1B Sponsorship

Ascensus has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (8)

2022 (17)

2021 (13)

2020 (21)