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This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these p...
Section 1: Position Summary As a key member of the Procurement Vendor Strategy Department, the Vendor Oversight & Procurement Analyst plays a dual role in supporting both third-party vendor oversight and strategic procurement activities. This end-...
Job Summary: We are seeking a highly skilled Senior Manager to oversee and manage transitions within the company, ensuring seamless execution and minimal disruption to business operations. The ideal candidate will have a strong background in manag...
Responsible for the preparation of audited financial statements including subsidiary statements and unaudited financial information. Responsible with assisting in technical accounting matters and internal controls over financial reporting. This po...
The Internal Sales Consultant within the Institutional Business Development team provides collaborative support for the Institutional Business Development team that is focused on selling selective and full outsourcing partnerships. This role maint...
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength ...
Job Description: Support the business unit management to develop and implement HR plans and solutions to achieve strategic business initiatives and deliver results To conduct regular structured interventions to understand and to educate employees...
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 ...
Roles & Responsibility: Draft data requests, perform data analysis and assess inconsistencies Prepare valuation data using Excel or Software application Update the valuation assumptions to the system, calculate liability and analyze results Prepa...
Roles & Responsibility: Motivate, lead and support team members to provide excellent customer service and help transition work from onshore, training team members Coordinate with processes and procedures with other managers to provide consistent ...
The Vice President of Institutional Business Development is accountable for identifying, soliciting, and generating new sales revenue from institutional prospects through selective and full outsourcing partnerships. This senior-level sales profess...
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