NQ Implementation Project Manager at Ascensus

Newport an Ascensus company helps employers offer their associates a more secure financial future throughretirement plansinsuranceandconsulting 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. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.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 deadlinesFocuses on learning in everyday activities and events Collaborates with and openly shares knowledge with colleaguesRegular reliable and punctual attendanceManagement ResponsibilitiesNoneRequired Education Experience and Certificates Licenses Registrations 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 skillsPreferred (but not required) education or skills for this roleBachelors degree from four-year college or university in related fieldIn-depth knowledge of implementation and conversions of retirement plans CompetenciesBuilds Collaborative RelationshipsCommitment to ExcellenceDetail OrientedExcellent Verbal and Written Communication SkillsIntegrityPersonal Credibility Planning and OrganizingProblem SolverResourceful Team PlayerTime ManagementAnalyticalTRAVEL: Up to 5%. OTHER DUTIESPlease note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ email 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. Required Experience:IC Key Skills Business Development,Project Timelines,Business Process,Customer Service,Client Expectations,Account Management,Salesforce,Client Relationships,Project Management,ERP,Java,Client Service,Consultants,Management System,Procedures Employment Type : Full-Time Experience: years Vacancy: 1