Sr Client Service Manager - Large and Mega and NFP @ (October 2024 - April 2025)
Manager, Retirement Plan Reporting - Putnam @ (January 2024 - July 2024)
Manager, Retirement Plan Reporting @ (March 2019 - January 2024)
Senior Client Services Manager @ (September 2015 - February 2019)
Investment Officer @ (March 2007 - September 2015)
Retirement Programs Analyst @ (May 2000 - March 2007)
Scott Needham Education
University of New Hampshire
Bachelor's degree (Business)
Scott Needham Skills
401(k) Retirement Savings Plans
457 Plans
Alternative Investments
Analytical Skills
Asset Allocation
Asset Management
Attention to Detail
Benefits Management
Capital Markets
Census
Communication
Compliance Reporting
Confidentiality
Critical Thinking
Customer Relationship Management (CRM)
Customer Satisfaction
Deferred Compensation
Defined Benefit
Defined Contribution
ERISA
ESPPs
Employee Stock Ownership Plan (ESOP)
Equities
Equity Plans
Executive Benefit Strategies
External Audits
Financial Services
Human Resources (HR)
Human Resources Information Systems (HRIS)
Investment Strategies
Investment analysis
Investments
Microsoft Excel
Non-Qualified Deferred Compensation
Nondiscrimination Testing
Onboarding
Pension Funds
Plan Compliance
Plan Design
Portfolio Performance Analysis
Problem Solving
Public Markets
Qualified Retirement Plans
Regulatory Compliance
Reporting & Analysis
Request for Proposal (RFP)
Responsiveness
Retirement Benefits
Retirement Plan Consulting
Retirement Planning
SPDs
Sensitive Information
Valuation
Vendor Management
Vendor Partnerships
Vendor Relations
Written Communication
Project Management
Microsoft Office
Non Qualified Deferred Compensation
401k Retirement Savings Plans
Customer Service
Portfolio Management
Research
Finance
401 Retirement Savings Plans
Scott Needham Summary
Scott Needham, based in Boston, MA, US, is currently a Sr. Manager, Employee Wealth and Retirement Benefits at BJ's Wholesale Club. Scott Needham brings experience from previous roles at Empower, Franklin Templeton, Putnam Investments and Empower Retirement. Scott Needham holds a Bachelor's degree in Business @ University of New Hampshire. With a robust skill set that includes 401(k) Retirement Savings Plans, 457 Plans, Alternative Investments, Analytical Skills, Asset Allocation and more. Scott Needham has 1 emails on RocketReach.
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