Builds and maintains relationships with key clients for defined contribution retirement plans using a record-keeping platform. Resolves team escalations, documents procedures, and collaborates with plan sponsors and third-party vendors to resolve issues.
Ascensus
40 Remote Job Openings at Ascensus
Responsible for providing high-quality customer service and processing for account-based employee benefit plans via phone, email, and chat. Tasks include reviewing claims, updating account information, and explaining plan provisions to participants and administrators.
Lead marketing measurement and performance insight generation across paid, earned, and owned channels to improve business outcomes. The role involves both strategic leadership and hands-on execution of complex analyses and dashboard development.
Provide expert plan compliance and consulting services to clients while overseeing the production of IRS mandated testing and DOL filings. Lead a team of Compliance Consultants and collaborate with senior leadership on global client-facing initiatives to enhance product offerings.
Provide high-quality customer service via phone, email, and chat for various employee benefit and retirement savings plans. Process financial and non-financial transactions while ensuring compliance with plan provisions and HIPAA regulations.
The role involves managing plan administration, compliance, and testing for specific business blocks while ensuring adherence to IRS, DOL, and ERISA regulations. The analyst provides detailed consultations to Plan Consultants and prepares annual valuation and compliance reports for clients.
Perform advanced operational and financial analysis for offshore 529 plan administration using Kofax and Unite. Ensure accurate financial processing, risk mitigation, and the optimization of compliance reporting and workflows.
The Sales Enablement Specialist equips the sales organization with training, tools, and content to drive performance and productivity. This includes executing onboarding programs, developing sales playbooks, and managing the sales technology stack.
Design, configure, and support analytics capabilities within NICE CXone Interaction Analytics to convert customer interactions into performance measures. Build and maintain categories, rules, dashboards, and reporting structures to identify operational improvement opportunities.
Develop technical solutions within the Salesforce Service Cloud to meet business needs while collaborating with architects and DevOps engineers. Ensure software stability, scalability, and consistency in accordance with Salesforce best practices.
The role involves transferring data from Plan Administration Manuals into the BOSS system and updating plan configurations. It also requires auditing entered data to ensure operational accuracy and consistency.
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.
Lead the UX strategy and execution for complex web and mobile financial solutions while driving a user-centered design culture. Collaborate across business, analytics, and development teams to solve large-scale problems and improve organizational processes.
Provide consultative client service to partners and plan sponsors by resolving complex retirement plan issues and ensuring operational expertise. Act as a technical resource and mentor to other associates while managing client retention and organic growth for an assigned book of business.
Senior Business Services Coordinator, RPS Product Support Services
Ascensus
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Full Time
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8 days ago
Ascensus
The role serves as a subject matter expert for business systems, managing event registration, CRM, and learning management platforms. Key duties include coordinating training engagements, managing client invoicing, and delivering reports to senior leadership.
Senior Vice President, Workplace Solutions (529/ABLE plans)
Ascensus
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Full Time
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8 days ago
Ascensus
Lead the end-to-end strategy, product development, and national distribution of workplace-based 529 and ABLE savings solutions. Responsible for building a distribution network, managing the P&L, and collaborating with cross-functional teams to scale the offering across Fortune 1000 employers.
Lead the strategic direction and tactical execution of sales enablement marketing programs to drive growth, client retention, and lead generation. Manage the creation and optimization of sales collateral, digital campaigns, and marketing technology to support the sales lifecycle.
Develop and maintain automated test suites and frameworks to ensure high-quality software delivery within an Agile Scrum team. Responsibilities include executing integration, API, and exploratory tests while incorporating them into the continuous delivery pipeline.
Provide advanced technical and operational support to IRA owners, employers, and financial advisors regarding account establishment and transactions. Responsible for daily processing of distributions, payroll contributions, and maintaining compliance with IRA regulations.
Drive sales with Health and Welfare Brokers, Agents, and strategic alliance platforms to meet assigned goals. Coordinate sales activities and maintain productive relationships to secure Form 5500 and ERISA Plan Document business.
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.
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 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
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Full Time
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a month 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.
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.
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 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
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Full Time
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3 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.