Paul D. Dalal

About Paul D. Dalal

With more than two decades of dynamic leadership and management experience in the…

Experience

1. Director, Product Delivery

   Ascensus

   Apr 2011 — Present · Orlando, FL, US

   In my role as Director of Product Delivery at Newport, an Ascensus Company, I\'ve been instrumental in driving critical initiatives with these key responsibilities- Strategic Non-qualified Platform Roadmap Development: Leading the creation of dynamic multi-year roadmaps aligning business and technology strategies, considering metrics like strategic business themes, cost, value, and capability- Team Leadership and Vision Setting: Guiding a diverse team, including external partners, internal teams (developers, relationship managers and plan administrators) and Project Managers, shaping the non-qualified line of business mission, enhancing team culture, and improving Net Promoter Scores (NPS)- Operational Readiness Program: Overseeing end-to-end operational readiness programs of the non-qualified programs to ensure seamless transitions during product deployments, launches, and regulatory changes- Operational Defect Strategies: Identifying and implementing strategies for enhanced efficiency, 409A compliance and reduced operational defects through continuous process improvements- Team Development: Nurturing team members\' and line of business\' professional growth through training materials, guidance, and coaching.Currently, I serve as the Technology Lead for Charles Schwab\'s Non-Qualified plans migration onto our platform. My focus is on seamless system integration and product enhancement to optimize operational efficiency and elevate client and participant experiences.In my prior role, I successfully led the migration of over 400 Vanguard NQ plans, totaling $8.2 billion in assets, onto our platform, encompassing comprehensive planning, hiring, and full-scale implementation (document review, admin manual, system setup) while adhering to best practices. I\'m passionate about driving strategic initiatives and delivering measurable results. Let\'s connect to explore how my experience and expertise can contribute to your organization\'s success.

Education

• University of Nebraska

  Bachelor of Science

Skills

• Executive Pay
• Insurance
• Drive Results
• Organizational Vision
• Deferred Compensation
• Non-Qualified
• Internal Revenue Code
• Full Project Lifecycle Experience
• Teamwork
• Sas70
• Pensions
• Financial Analysis
• Human Resources
• Time Management
• Crystal Reports
• Compliance
• End-to-End Project Management
• Adobe Creative Suite
• Ssae 16
• Business Requirements
• Role Model
• Leading Meetings
• Project Management
• Financial Reporting
• Project Managers
• Application Development
• Software Project Management
• Financial Services
• Employee Stock Options
• Retirement Planning
• Executive Compensation
• Profit Sharing
• Erisa
• Client Relationship Building
• Corporate Reporting
• 401k
• Non-Qualified Deferred Compensation
• Employee Benefits
• Strategic Visionary
• Retirement