Retirement Plan Account Manager - Charlotte
Location: US, NC, Charlotte
Department: Department
Employment type: Full-time
Required experience: Mid-Senior level
Required education: Bachelor's Degree
Industry: Insurance
Function: Human Resources
Company profile: NFP is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. Our leading, independent broker/dealer offers a wide range of choices from some of the nation’s top investment companies. NFP operates and reports in three segments that provide diverse products and services to corporate and high net worth individual clients: the Corporate Client Group, the Individual Client Group and the Advisor Services Group.*Our advisors partner with clients to help provide them with comprehensive solutions, backed by NFP’s open architecture approach, national scale and resources. NFP is focused on optimizing cross-selling opportunities and building recurring revenue, and diversification, ensuring the company is well-positioned for long-term growth.*NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC, and NFP IndeSuite, Inc.
Description: NFP is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. Our leading, independent broker/dealer offers a wide range of choices from some of the nation’s top investment companies. NFP operates and reports in three segments that provide diverse products and services to corporate and high net worth individual clients: the Corporate Client Group, the Individual Client Group and Advisor Services.Our advisors partner with clients to help provide them with comprehensive solutions, backed by NFP’s open architecture approach, national scale and resources. NFP is focused on optimizing cross-selling opportunities and building recurring revenue, and diversification, ensuring the company is well-positioned for long-term growth.Retirement Plan Account Manager for Qualified Retirement PlansCoordinates with Plan Advisor and is responsible for delivering client advisory services.  Those services cover the following areas:Fiduciary education and guidanceInvestment selection and monitoringPlan service, operationsPlan designPlan metricsPlan compliance and legislative guidanceEducation and communicationResponsibilities:Responsible for managing the relationship with the client and ensuring that all NFP services (listed above) are offered in an organized and proactive fashionPrepare and deliver client review materialSchedule all client related meetings and callsInteract with client vendor(s) and ensure service excellenceManage and/or conduct enrollment and participant education programsPromote and develop new business via cross-selling with other internal unitsSupport Sales efforts via participation in prospective client meetingsMaintain and measure all assigned client plan level information for NFP managementEnsure that all assigned client billing is set up properly and coordinate with finance to ensure timely billing
Requirements: Skill sets:Well organized and client focused; able to anticipate client needsDetail orientedAbility to manage multiple client projects and effectively interact with various internal groups to ensure commitments are metExcellent written and verbal communication skillsAbility to resolve problems accurately and timelyStrong fiduciary, investment and plan design knowledgeProven skills in use of industry technology (Morningstar, Excel, PowerPoint, Outlook, Adobe, MPI etc)Customer service oriented with strong people skillsProblem solving abilityStrong analytical skills with respect to numbers, plan documents and plan performanceCore Knowledge Requirements:Client management experience requiredStrong technical knowledge of defined contribution and defined benefit plansKnowledge of investment basics and investment due diligenceKnowledge of fiduciary guidelinesKnowledge of qualified plan record keeping and administration issuesKnowledge of qualified plan legislative, compliance and plan design issuesEDUCATION AND EXPERIENCE:Bachelors degree required, graduate and professional designations preferredMinimum 5 years of experience with 401K code and ERISA requirements and retirement programs LICENSING:Accredited Investment Fiduciary (AIF) designation required within 90 days of employmentSeries 6 & 63 & 65 / 66 requiredSeries 7 preferred COMPUTER SKILLS:Power Point capabilitiesExperience in running claim related statistical reportsProficient in Excel and Microsoft Word LOCATION:Position is based in NFP office in Charlotte, North Carolina.
Benefits: NFP offers a comprehensive benefits package to all our full-time employees, including medical, prescription, dental and vision insurance, health care flexible spending accounts and health savings accounts. We also offer life insurance, short- and long- term disability, a 401(k) plan, paid time off, and education assistance program and many other benefits. 
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