[Remote-Position] VP, Non-Qualified Plan Administration
Core Information:Start Date: Immediate openings availableCompensation: a competitive salaryPosition: VP, Non-qualified Plan AdministrationLocation: RemoteCompany: Workwarp  VPNON012827_4
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary Of The Role
In this Vice President role, you will be responsible for the Non-Qualified Deferred Compensation Recordkeeping & Administrative practice for NFPÂs Executive Benefits Division. The group administers and maintains the records for a growing group of corporate clients which includes 409A, 457(b), 457(f), LTIP and SERP plans. Currently, 600 plans reside on the Administration platform with new plan sales of 50 Â 60 per year. You will have aprox 3-5 leadership-level direct reports with oversight of a team of approximately 30 staff members. You will have an overarching focus on support and retention of client base, providing outstanding client service, platform efficiency, risk management and positioning team and platform for ongoing growth. Career pathing within the team and practice is a significant priority.
This is a full-time role with the flexibility of a hybrid work schedule from our Warrington, PA office. We will consider a remote role for highly qualified candidates, but it will be ideal for you to have some availability to work alongside leadership in this office as required.
Essential Duties And Responsibilities
 Oversee and manage a team of Plan Managers, Retirement Plan Specialists & Client Service professionals
 Establish and monitor procedures and policies designed to ensure transactional accuracy
 Ensure operational objectives conform to established and contracted service standard parameters
 Analyze structural integrity of processes and controls in order to reduce or eliminate risk to the organization
 Specifically oversee:
 Payroll & contributions processing
 Participant distributions
 Participants rebalance requests
 Quarterly statement production
 Monthly plan reconciliations
 Sponsor reporting
 Dividend and other realized gain processing
 Annual plan enrollments
 Other
Supervisory Responsibilities
 Plan Managers  each responsible for a caseload of non-qualified corporate plans, typically in the 30-35 plans per person range
 Retirement Plan Specialists  responsible for all daily cash receipt & trading operational activities. Also, support Plan Managers by performing plan-level day-to-day operational functions
 Client Service Associates  primary responsibility is servicing the 800 # inbound phone line, as well as census uploads, enrollment support and providing administrative support
Other Responsibilities Include, But Are Not Limited To
 New Prospect plan evaluation
 Oversee Joint Partner relationships
 Oversee Rabbi Trust relationships
 SOC 1 Audit
 RFP Support
KNOWLEDGE, SKILLS, And ABILITIES
 Ideally 10+ years of experience with non-qualified plans and/or qualified 401(k) plans
 Strong Communication skills
 Ability to effectively and professionally present financial information to finance leadership
 Demonstrated ability to learn the business and have a business and customer centric approach to finance and accounting leadership
 Ability to collaborate and develop strong relationships with all levels of personnel within the organization
 Demonstrated ability to identify and evaluate complex business problems and provide well thought out solutions
 Strong interpersonal, employee engagement, and performance management skills
 Must possess personal and business integrity with an energetic style demonstrated by a positive attitude and a strong work ethic
 Must be a well-organized self-starter who can effectively analyze a problem, articulate a well-thought-out solution plan, and deliver results
 Must have strong Microsoft Word, Outlook, Excel, and PowerPoint skills
 Preferrable to have familiarity in the use of excel macros, power pivots, and power queries
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $104,000 Â $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis and commensurate with experience and knowledge of the required plans. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer. Apply Job! We Encourage You to Apply!Even if you feel you're not a perfect match, we'd still love to hear from you. We are looking for great people to join our friendly team.
Apply Now
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary Of The Role
In this Vice President role, you will be responsible for the Non-Qualified Deferred Compensation Recordkeeping & Administrative practice for NFPÂs Executive Benefits Division. The group administers and maintains the records for a growing group of corporate clients which includes 409A, 457(b), 457(f), LTIP and SERP plans. Currently, 600 plans reside on the Administration platform with new plan sales of 50 Â 60 per year. You will have aprox 3-5 leadership-level direct reports with oversight of a team of approximately 30 staff members. You will have an overarching focus on support and retention of client base, providing outstanding client service, platform efficiency, risk management and positioning team and platform for ongoing growth. Career pathing within the team and practice is a significant priority.
This is a full-time role with the flexibility of a hybrid work schedule from our Warrington, PA office. We will consider a remote role for highly qualified candidates, but it will be ideal for you to have some availability to work alongside leadership in this office as required.
Essential Duties And Responsibilities
 Oversee and manage a team of Plan Managers, Retirement Plan Specialists & Client Service professionals
 Establish and monitor procedures and policies designed to ensure transactional accuracy
 Ensure operational objectives conform to established and contracted service standard parameters
 Analyze structural integrity of processes and controls in order to reduce or eliminate risk to the organization
 Specifically oversee:
 Payroll & contributions processing
 Participant distributions
 Participants rebalance requests
 Quarterly statement production
 Monthly plan reconciliations
 Sponsor reporting
 Dividend and other realized gain processing
 Annual plan enrollments
 Other
Supervisory Responsibilities
 Plan Managers  each responsible for a caseload of non-qualified corporate plans, typically in the 30-35 plans per person range
 Retirement Plan Specialists  responsible for all daily cash receipt & trading operational activities. Also, support Plan Managers by performing plan-level day-to-day operational functions
 Client Service Associates  primary responsibility is servicing the 800 # inbound phone line, as well as census uploads, enrollment support and providing administrative support
Other Responsibilities Include, But Are Not Limited To
 New Prospect plan evaluation
 Oversee Joint Partner relationships
 Oversee Rabbi Trust relationships
 SOC 1 Audit
 RFP Support
KNOWLEDGE, SKILLS, And ABILITIES
 Ideally 10+ years of experience with non-qualified plans and/or qualified 401(k) plans
 Strong Communication skills
 Ability to effectively and professionally present financial information to finance leadership
 Demonstrated ability to learn the business and have a business and customer centric approach to finance and accounting leadership
 Ability to collaborate and develop strong relationships with all levels of personnel within the organization
 Demonstrated ability to identify and evaluate complex business problems and provide well thought out solutions
 Strong interpersonal, employee engagement, and performance management skills
 Must possess personal and business integrity with an energetic style demonstrated by a positive attitude and a strong work ethic
 Must be a well-organized self-starter who can effectively analyze a problem, articulate a well-thought-out solution plan, and deliver results
 Must have strong Microsoft Word, Outlook, Excel, and PowerPoint skills
 Preferrable to have familiarity in the use of excel macros, power pivots, and power queries
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $104,000 Â $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis and commensurate with experience and knowledge of the required plans. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer. Apply Job! We Encourage You to Apply!Even if you feel you're not a perfect match, we'd still love to hear from you. We are looking for great people to join our friendly team.
Apply Now