Manager, Nonqualified Deferred Compensation Consulting

November 14

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

🌲 North Carolina – Remote

Although this job is listed in North Carolina, this company may be open to hiring remote in other states.

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

🦅 H1B Visa Sponsor

Apply Now

Receive Emails with Similar Jobs

Ascensus

WebsiteLinkedInAll Job Openings

Finance • HR Tech

Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• 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. • 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.

🎯 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.

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Flexible working hours