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Project Manager, Implementation (Non - Qualified Retirement Plans)
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Full-time
- Serves as the primary point of contact for plan sponsors, advisors and internal Newport teams to successfully on-board client plans onto Newport platform.
- 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.
- 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.
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