Lead the long-term UX vision for web, mobile, and AI experiences to help clients achieve financial goals. Collaborate with cross-functional leadership to translate business strategy and user insights into actionable design direction.
Ascensus
27 Remote Job Openings at Ascensus
Provide legal and regulatory counsel to executives and business leaders regarding complex products and compliance issues. Draft and negotiate complex contracts and plan documents while managing disputes and overseeing outside counsel.
Design user experiences for web and mobile financial solutions using design thinking and collaborative problem-solving. Lead the UX discipline from concept to completion, utilizing research and analysis to drive business results.
Lead the day-to-day execution and continuous improvement of billing, invoicing, and collections within a retirement plan TPA environment. Partner with cross-functional leaders to minimize revenue leakage and ensure accurate revenue recognition and audit compliance.
The Distributions Associate is responsible for the timely and accurate processing of retirement plan loans and distributions. This includes reconciling 1099R records, coordinating with trust companies, and resolving client issues regarding transaction forms.
The Senior BSA translates business needs into actionable data requirements and maintains the enterprise data dictionary and business glossary. They act as the primary liaison between business stakeholders and data engineering teams to ensure a governed source of truth.
The Project Coordinator is responsible for authoring and curating knowledge management tools and content for the FuturePlan Service and Operations team. This includes managing project components, facilitating meetings, and analyzing reporting data to improve business workflows and procedures.
Responsible for managing the month-end close process for the FuturePlan business, specifically focusing on expense-related journal entries and balance sheet reconciliations. The role involves providing audit support, ensuring GAAP compliance, and partnering with business leaders to analyze financial variances.
The Business Development Consultant focuses on expanding relationships with internal and external partners to drive growth for FuturePlan sales teams. Key duties include leading sales initiatives, conducting product presentations, and providing plan design consultation to increase brand recognition and proposal activity.
Responsible for creating and analyzing comprehensive reports for bank and insurance company owned life insurance policies. The role involves monitoring portfolio trends and ensuring data accuracy to maintain strong client relationships.
The role involves reviewing Domestic Relations Orders to determine their qualified status under ERISA and the Internal Revenue Code. It also requires communicating with participants and attorneys to resolve deficiencies in proposed orders.
Nonqualified Deferred Compensation Plan Communications Consultant
Ascensus
·
Full Time
·
16 days ago
Ascensus
Create and execute customized communication campaigns to educate participants on nonqualified deferred compensation plans. Partner with marketing and compliance teams to develop multi-media educational materials that drive plan engagement and participation.
Manage enrollment projects for Non-Qualified plans to ensure compliance with plan documents and client expectations. Coordinate with various departments to implement plan changes, fund replacements, and corporate restructuring activities.
The Product Manager defines and drives the product vision and roadmap for Enrollment, Wealth, and Investment products. They partner with cross-functional teams to ensure effective execution and maximize product value through measurable outcomes.
The Plan Administrator implements, tracks, and maintains client non-qualified benefit plan accounts, including fund investments and distributions. They serve as a liaison between the client, the Trustee, and the call center to ensure accurate recordkeeping and data.
The role involves reconciling census and financial data to prepare accounting and funding valuation reports for various pension plans. Responsibilities include drafting routine deliverables, updating software assumptions, and interfacing with clients on administration tasks.
Lead the end-to-end delivery of an enterprise portfolio of agentic AI initiatives from discovery and design to launch and adoption. Partner with executive leaders and cross-functional teams to implement scalable AI agents that improve customer experience and operational performance.
Manage the end-to-end onboarding process for retirement plans, serving as the primary contact for clients and advisors from sale to go-live. Coordinate plan design, data collection, and asset conversions while ensuring compliance with operational standards.
The AI Software Engineer will troubleshoot and scale the enterprise AI platform by diagnosing issues across LLMs, agent workflows, and backend systems. They will also drive platform adoption by training internal users and collaborating with engineering teams to implement systemic improvements.
Manage TPA and direct client relationships for Cash Balance plans to ensure high client retention and satisfaction. Oversee project workflows, resolve client issues, and identify opportunities for additional service offerings.
The Senior Compliance Analyst performs compliance testing and prepares government forms for complex retirement plan clients, ensuring tax qualification by meeting IRS and DOL requirements. They communicate with plan sponsors to correct data and produce necessary reports and forms.
The Content Specialist will develop, execute, and oversee marketing campaigns, collaborating with stakeholders to implement effective communications and craft copy that drives business growth and client retention. This involves creating content for various digital touchpoints like web, email, video, and social media, adhering to brand standards.
The role involves serving as the technical expert and project manager for defined benefit pension plans, handling annual funding, accounting, and compliance requirements. Responsibilities include preparing and technically reviewing annual service offerings, managing client contact, and overseeing employee pension statement projects.
VP, Sales Consultant - Houston Territory (Retirement Industry)
Ascensus
·
Full Time
·
2 months ago
Ascensus
The primary responsibility is to facilitate the growth of new relationships and business for FuturePlan by driving sales with financial professionals and strategic alliance platforms to meet assigned sales goals. This includes directly coordinating sales activities for key Plan Sponsor relationships and actively working with internal and external sales consultants to drive sales and marketing.
The primary responsibility is to drive retirement plan sales growth by engaging with Financial Professionals, TPAs, RIAs, and DC I/O Firms, promoting both internal and partner product options. This involves advising professionals during prospecting, attending sales calls, maintaining relationships, and conducting a minimum of sixty meetings monthly.
The Internal Sales Consultant is responsible for identifying, developing, and maintaining selling relationships within an assigned book of business to drive revenue growth through proactive outbound sales efforts. Key duties include cultivating new business opportunities, managing the sales cycle, delivering presentations, and strengthening relationships with financial advisors and centers of influence.
The Sales Consultant's primary role is to facilitate the growth of new business relationships for Beneco by driving sales with plan sponsors and strategic partners within the prevailing wage market to meet assigned goals. This includes coordinating sales activities for key Plan Sponsor relationships and actively working with Internal Sales Consultants and local partners to drive sales and marketing efforts.
