Consultant, Newport

Job description

Job Summary : Assists the consulting team with the management of case work and work flow of assigned cases. This role has a direct impact on the successful acquisition of new clients and the ongoing servicing of current clients. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions . - Serves as the Newport liaison between Newport internal technical staff, Newport Regional Directors (“RDs”) and our intermediary distribution partners in the development of new clients. - Provides sales support for the NQ consulting team - Compiles plan ‘diagnostic’ evaluations for prospective clients to include plan design evaluation (“Best Practices”), optimization and recommendations regarding participant investment ‘menu’ options, trustee search and selection, etc. - Fosters strong relationships Newport Relationship Managers (“RMs”). - Participates in special projects that enhance Newport’s productivity/efficiency and suite of services that would benefit from your diverse background in technology, systems, accounting, etc. - Completes necessary compliance documentation related to placements of securities - Maintains p...