Relationship Manager (Non-Qualified Plans)

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.

About the role

Relationship Manager who will administer and maintain service and communications with our Non-Qualified plan clients. All levels welcome to apply.

Responsibilities

• Administer and maintain documentation and record keeping, plan statements, and communication of information to clients.
• Assist in modifying and enhancing plan administration processes within the limits of established policy.
• Provide client support and customer service on day-to-day inquiries from clients.
• Respond to client requests in both oral and written communication.
• Act in a proactive manner with assigned clients, advisors, and partners to build and retain relationships.
• Interpret plan documents for client plan administration.
• Provide calculations and amounts to plan sponsors, communicate fund actions, and consult with clients to answer inquiries, research and resolve issues, provide legal updates, and respond to requests for specialized reports.
• Assist plan sponsors, partners, and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors.
• Work with clients to correct and fund payroll items and handle distribution requests.
• Manage enrollment events with Plan Sponsors and necessary internal teams, including coordinating the development of enrollment materials and education.
• Participate in sales finals presentations and other client meetings.

Requirements

• Bachelor’s degree in a business-related field or an equivalent combination of education and industry experience.
• 4 or more years of experience in Retirement Services.
• Experience with non-qualified deferred compensation or 457(b) and 457(f) plans is a plus.
• 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 groups of managers, clients, customers, and the general public.
• Self-starter with effective time management and organization skills; ability to work in a fast-paced, demanding environment often under tight deadlines.
• Ability to apply advanced mathematical concepts utilizing Excel and accounting database software programs.

Preferred Skills

• Experience with non-qualified deferred compensation or 457(b) and 457(f) plans.

Competencies

• Independent
• Diplomatic
• Creative Problem Solver
• Integrity
• Analytical Thinker
• Resourceful and Thorough
• Motivated and Persistent
• Builds Collaborative Relationships
• Utilizes Sound Judgment
• Results Driven
• Personal Credibility
• Written and Oral Communication Skills
• Time Management
• Planning and Organizing

Travel

Less than 10%.