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Ascensus · 1 week ago

Manager, Nonqualified Deferred Compensation Consulting

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Ascensus is the leading independent technology and service platform powering savings plans across America. The role involves leading a team responsible for managing Nonqualified Deferred Compensation (NQDC) and Corporate Owned Life Insurance (COLI) casework while ensuring alignment with business goals and maintaining strong client relationships.

ConsultingRetirementTraining

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

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

Qualification

NQDC services experienceClient deliverables accountabilityPlan design evaluationCorporate Owned Life InsuranceAdvanced mathematical conceptsStakeholder managementTraining skillsCommunicationTeam management