Ascensus · 21 hours ago
NQ Implementation Project Manager
United States
Full-time
Remote
Senior Level
5+ years expAscensus is focused on helping employers offer their associates a secure financial future through retirement plans and consulting services. The NQ Implementation Project Manager will manage the onboarding of new conversions and implementations onto the Newport platform, acting as the primary contact for plan sponsors and ensuring efficient project execution.
ConsultingRetirementTraining
Responsibilities
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
Qualification
Required
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
Bachelor's degree from four-year college or university in related field
In-depth knowledge of implementation and conversions of retirement plans
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
2025-10-09
Company data provided by crunchbase