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Responsible for regional strategy, actuarial consulting, budget planning, and business development in the Defined Benefit practice. Manage team operations, budgeting, and client invoicing. Serve as actuarial resource and lead consultant for risk management of pension plans.
The Institutional Relationship Manager is responsible for conducting education savings seminars and outreach to community groups, nonprofits, organizations, and employers for the FuturePath 529 Plan. Duties include presentations, developing client relationships, promoting payroll direct deposit, project work, working with the State Treasurer's Office, being an industry expert, and upholding core values. Candidates must have a Bachelor's degree, 2-4 years of financial services experience, excellent communication skills, and the ability to work independently and travel.
Assist consulting team with managing case work and workflow. Play a key role in acquiring and servicing clients. Compile plan evaluations, maintain databases, conduct presentations, and collaborate with colleagues. Bachelor's degree and 3-5 years of experience in retirement services required.
NQ Plan Administrator responsible for implementing, monitoring, and maintaining client non-qualified benefit plan accounts. Facilitates transactional activities and serves as an initial escalation point for participant inquiries. Requires 2+ years of experience in retirement services sector and strong MS Office skills.
As a Product Owner at Ascensus, responsible for roadmap and execution for assigned program. Collaborates with Agile team, prioritizes backlog, and maintains conceptual integrity of features. Acts as primary point person for team updates and feedback, establishes goals and monitors KPIs.
Motivate, lead, and support team members to provide excellent customer service, coordinate with other managers for consistent professional services, develop staffing strategies, perform valuation data analysis and report writing, manage team activities on a daily basis.
Monitoring service levels, performance, and metrics in real-time, communicating changes to operations, updating reports, and supporting the WFM team. Maintaining relationships with key stakeholders and assisting with workforce scheduling.
The AI Strategy Leader at Ascensus will be responsible for defining and implementing the AI strategy, use case framework, and AI governance. This role involves collaborating with senior leaders, setting up AI governance, and leading large-scale AI projects. The AI Strategy Leader will also coordinate with various teams for talent development, policy implementation, and change management.
Monitoring service levels, performance, and KPIs in real-time, updating staffing, communicating changes, reporting performance, and building relationships with stakeholders in a call center environment.
Senior Investment Consultants at Newport provide key support and advice to corporate plan sponsors on investment structure, asset allocation, and manager selection. They develop investment policy statements, manage portfolios, and work closely with institutional clients. Responsibilities include client meetings, data security, and adhering to company values. Travel may be required periodically. Requires a Bachelor's degree in finance or economics, CFA designation, and 10+ years of relevant experience. Strong communication, analytical, and problem-solving skills are essential.
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