Manage client relationships through the implementation of new products, mergers, and transitions while acting as a liaison for operational and technical support. Ensure compliance with IRA, ESA, and HSA regulations and coordinate process improvements to enhance customer retention.
Ascensus
33 Remote Job Openings at Ascensus
Provide technical consulting and support to clients regarding ERISA compliance, plan design, and operational issues for retirement plans. Draft and review customized employer-level plan documents and contribute to internal training and knowledge sharing.
The Business Development Consultant is responsible for building and expanding strategic relationships with financial professionals to drive business growth within an assigned territory. This includes managing the sales pipeline, providing expert guidance on retirement plan design, and collaborating with Regional Vice Presidents to execute territory strategies.
The Software Engineer is responsible for analyzing, implementing, testing, and maintaining software applications within a Scrum team. They must ensure solutions adhere to architecture strategies and coding standards while protecting confidential data.
Provide advanced technical consulting services to internal and external clients regarding ERISA plan design, corrections, and compliance. Conduct technical research, develop training modules, and manage specialty document reviews and audits.
Drive growth in non-qualified retirement plan services and institutional life insurance programs by building relationships with advisors and C-suite executives. Develop and execute sales strategies to meet revenue goals while managing a network of referral sources and partners.
Support a cross-functional Agile scrum team by assisting with requirements gathering, documentation, and backlog organization. Participate in scrum ceremonies and support User Acceptance Testing to ensure delivered solutions align with business needs.
Define the long-term user experience vision for web, mobile, and AI interfaces to help clients achieve financial goals. Lead the UX discipline by collaborating with cross-functional teams to translate business strategy into actionable design direction.
The Account Executive provides high-level client service and consulting to partners and plan sponsors to ensure retirement plan retention. Responsibilities include resolving client issues, managing a book of business, and coordinating with internal departments to meet service levels.
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.
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 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.
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.
Senior Vice President, Workplace Solutions (529/ABLE plans)
Ascensus
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Full Time
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a month 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.
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.
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.
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.
Nonqualified Deferred Compensation Plan Communications Consultant
Ascensus
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Full Time
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2 months 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 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.
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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4 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.