Job Summary:  Responsible for growing Newport’s distribution of non-qualified retirement plan services, institutional life insurance programs (COLI, BOLI, ICOLI, etc.) and fiduciary services by developing relationships with advisors and third parties who have access to the C-Suite of corporations in the U.S.  and consulting with advisors to help grow their business through the implementation of Newport Institutional Solutions products and services as well as cross sell other Newport/Ascensus products and services.

Partners and supports sales directors (Regional Directors) as well as prospective and existing partners with new business proposals.

The ERISA Consultant provides retirement plan consulting and technical support to Ascensus clients, addressing a wide range of compliance, plan design, and operational issues. This role conducts technical research, drafts and reviews customized employer‑level plan documents, and contributes to internal knowledge sharing and training. The ERISA Consultant also participates in special projects and collaborates with senior team members to continue developing advanced technical skills and consulting capabilities.

Responsible for driving new revenue growth and profitability across the Ascensus platform by optimizing existing asset manager partnerships, driving co-manufacturing and product innovation, and developing wealth solutions that help advisors and partners serve their clients’ broader savings and wealth goals beyond the workplace, all in support of partner efforts to drive client expansion. Accountable for the achievement of business objectives working in partnership with the leaders of Ascensus’ four lines of business as well as various centers of excellence.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms.  This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate non-qualified plans.

This position is responsible for providing superior plan compliance and consulting services to our clients and the internal teams who serve them by embracing a proactive approach to client consultation. Build and strengthen these relationships by utilizing industry understanding and regulatory expertise to provide value-added services to our retirement plan clients. This position is also responsible for providing leadership by example and serving as a technical resource to ensure client expectations are met and/or exceeded.

Ascensus is launching a first-of-its-kind solution designed to bring 529 education savings and ABLE plans into the workplace—positioning these traditionally individual products as core components of employer-sponsored financial wellness offerings. This role represents a unique opportunity to define and scale what could become a standard employee benefit over the next decade.

The Senior Associate General Counsel will support multiple business lines within Ascensus, with primary focus on retirement plans. Key job responsibilities include acting as the primary legal counsel in the subject matter of asset management and federal securities laws, including advising on disclosure, regulatory, compliance, and enforcement matters under SEC rules and FINRA regulation. In addition to demonstrating sound legal and business judgment, the candidate must also demonstrate experience in handling enforcement matters and dispute resolution for firms and individual investors. This is a full-time, exempt position.

As a Relationship Manager within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with advisors, unbundled plan sponsors, and third-party administrators operating within our 10M - 200M market segment. You will serve as a strategic partner, offering innovative and tailored solutions to meet our clients' business objectives such as retention, growth, and retirement readiness.

State Street Investment Management seeks a highly motivated and experienced Associate National Accounts Manager to join our DC Intermediary Sales Team. This position sits on the Defined Contribution (DC) Intermediary Team, part of our U.S. Wealth organization, and plays a critical role in driving growth across key intermediary relationships, including recordkeepers, aggregators, and 3rd party trust companies. The ideal candidate will be responsible for developing and executing strategic sales initiatives to drive growth and increase market share for State Street Investment Management.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.