VP, Non-Qualified Plan Administration, (hybrid ...

Who We AreNFP, 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: of the Role:In this Vice President role, you will be responsible for the Non-Qualified Deferred Compensation Recordkeeping & Administrative practice for NFP's 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 - 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, ideally close enough to the office 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 professionalsEstablish and monitor procedures and policies designed to ensure transactional accuracyEnsure operational objectives conform to established and contracted service standard parametersAnalyze structural integrity of processes and controls in order to reduce or eliminate risk to the organizationSpecifically oversee:Payroll & contributions processingParticipant distributionsParticipants rebalance requestsQuarterly statement productionMonthly plan reconciliationsSponsor reportingDividend and other realized gain processingAnnual plan enrollmentsOther Supervisory ResponsibilitiesPlan 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 evaluationOversee Joint Partner relationshipsOversee Rabbi Trust relationshipsSOC 1 AuditRFP SupportKNOWLEDGE, SKILLS, and ABILITIES:Ideally 10+ years of experience with non-qualified plans and/or qualified 401(k) plansStrong Communication skillsAbility to effectively and professionally present financial information to finance leadershipDemonstrated ability to learn the business and have a business and customer centric approach to finance and accounting leadershipAbility to collaborate and develop strong relationships with all levels of personnel within the organizationDemonstrated ability to identify and evaluate complex business problems and provide well thought out solutionsStrong interpersonal, employee engagement, and performance management skillsMust possess personal and business integrity with an energetic style demonstrated by a positive attitude and a strong work ethicMust be a well-organized self-starter who can effectively analyze a problem, articulate a well-thought-out solution plan, and deliver resultsMust have strong Microsoft Word, Outlook, Excel, and PowerPoint skillsPreferrable to have familiarity in the use of excel macros, power pivots, and power queriesWhat We OfferWere 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 - $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.

Created: 2025-02-18