Project Manager, Implementation (Non-Qualified Retirement Plans)

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 deadlines
• Focuses on learning in everyday activities and events
• Collaborates with and openly shares knowledge with colleagues
• Regular, reliable, and punctual attendance

Management Responsibilities

None

Required 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 skills

Preferred (but not required) education or skills for this role

• Bachelor's degree from four-year college or university in related field
• In-depth knowledge of implementation and conversions of retirement plans

Competencies

• Builds Collaborative Relationships
• Commitment to Excellence
• Detail Oriented
• Excellent Verbal and Written Communication Skills
• Integrity
• Personal Credibility
• Planning and Organizing
• Problem Solver
• Resourceful
• Team Player
• Time Management
• Analytical

TRAVEL : Up to 5%.

OTHER DUTIES

Please 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.