Senior Plan Manager

Warrington, Pennsylvania


Employer: National Financial Partners
Industry: Other
Salary: Competitive
Job type: Full-Time


Who We Are

NFP is a seven-time 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.

NFP Executive Benefits administers benefit plans that address the retirement savings gap confronting most of today's higher-earning executives. At NFP, we offer extraordinary benefit administration and we work with our clients directly to provide industry leading service and technology solutions for their deferred compensation plans.

The Role:

The ideal candidate will work directly with plan sponsors to ensure overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration for Nonqualified Deferred Compensation plans. This position is also responsible for serving as a technical resource to clients as well.

Key Responsibilities:
  • Responsible for proactive communication with clients regarding all aspects of service delivery and plan design consulting
  • Respond to client inquires in a prompt and professional manner
  • Provide comprehensive administrative support covering participant statements, contributions, distributions, reconciliations, plan reporting and other matters as required
  • Advise plan sponsor on plan activity and it's compliance with plan documents and applicable regulations
  • Backup and support other team members as required

Position Requirements:
  • Bachelor's degree or equivalent background and experience
  • 5 + years of retirement industry experience, preferably in Nonqualified Deferred Compensation plan administration
  • Superior communication and interpersonal skills
  • Detail oriented with demonstrated problem solving skills
  • Ability to work in a team environment
  • Willingness to adapt to changing situations and embrace technology
  • Possess a strong desire to learn and grow within the organization
  • Proficiency in Excel, Word and Outlook

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Created: 2024-06-09
Reference: 20533128
Country: United States
State: Pennsylvania
City: Warrington


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