Ascensus
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Assist consulting team with managing case work and workflow. Play a key role in acquiring and servicing clients. Compile plan evaluations, maintain databases, conduct presentations, and collaborate with colleagues. Bachelor's degree and 3-5 years of experience in retirement services required.
NQ Plan Administrator responsible for implementing, monitoring, and maintaining client non-qualified benefit plan accounts. Facilitates transactional activities and serves as an initial escalation point for participant inquiries. Requires 2+ years of experience in retirement services sector and strong MS Office skills.
As a Product Owner at Ascensus, responsible for roadmap and execution for assigned program. Collaborates with Agile team, prioritizes backlog, and maintains conceptual integrity of features. Acts as primary point person for team updates and feedback, establishes goals and monitors KPIs.
Motivate, lead, and support team members to provide excellent customer service, coordinate with other managers for consistent professional services, develop staffing strategies, perform valuation data analysis and report writing, manage team activities on a daily basis.
Monitoring service levels, performance, and metrics in real-time, communicating changes to operations, updating reports, and supporting the WFM team. Maintaining relationships with key stakeholders and assisting with workforce scheduling.
The AI Strategy Leader at Ascensus will be responsible for defining and implementing the AI strategy, use case framework, and AI governance. This role involves collaborating with senior leaders, setting up AI governance, and leading large-scale AI projects. The AI Strategy Leader will also coordinate with various teams for talent development, policy implementation, and change management.
Monitoring service levels, performance, and KPIs in real-time, updating staffing, communicating changes, reporting performance, and building relationships with stakeholders in a call center environment.
Senior Investment Consultants at Newport provide key support and advice to corporate plan sponsors on investment structure, asset allocation, and manager selection. They develop investment policy statements, manage portfolios, and work closely with institutional clients. Responsibilities include client meetings, data security, and adhering to company values. Travel may be required periodically. Requires a Bachelor's degree in finance or economics, CFA designation, and 10+ years of relevant experience. Strong communication, analytical, and problem-solving skills are essential.
Senior Software Engineer at Ascensus, responsible for designing, building, and maintaining scalable applications while adhering to software architecture strategy and coding standards. Leading technical initiatives, enforcing best practices, coaching developers, and driving innovation within the team.
Responsible for project management and onboarding of new conversions onto the Newport platform. Acts as the primary point of contact for plan sponsors and internal teams, creates project timelines, and manages client deliverables. Requires 5-7 years of experience in the retirement plan industry and advanced Excel skills.
Assist in the valuation, administration, and compliance of Defined Benefit and Cash Balance plans. Provide superior customer service, learn pension law, and interact with clients to obtain essential information. Prepare benefit calculations and ensure compliance with regulations under ERISA law.
The Institutional Relationship Manager will engage with employers to educate them on the Illinois Secure Choice (SSRP) Program, facilitate program registration, and promote retirement savings. Responsibilities include spreading awareness, building relationships, staying informed on retirement program industry, leading projects, and upholding company values. Requires 3-5 years of financial services experience, knowledge of IRA products, and relevant licenses. Moderate travel and bilingual in Spanish are preferred qualifications.
As a Product Owner at Ascensus, responsible for the roadmap and execution of assigned programs. Collaborate with Agile teams to define stories, prioritize backlog, and maintain conceptual integrity of features. Build relationships and drive execution in a fast-paced environment.
The RPS Paralegal is responsible for overseeing and managing all legal matters and agreements for the Retirement Products and Solutions department. This includes acting as a liaison between various teams, ensuring proper documentation, and handling contract terminations and negotiations.
Responsible for various financial processes, training team members, monitoring progress, ensuring key business metrics are met, and reviewing processes. Requires communication, problem-solving, and analytical skills, along with knowledge of MS Office and Excel.
Manages assigned non-qualified retirement services client accounts and relationships, ensuring compliance with contractual requirements and client expectations. Develops and maintains relationships with plan sponsors and HR contacts. Requires 5+ years of experience in Retirement Services and strong systems-based skills.
Responsible for performing financial processes like loans, distributions, trust accounting, and valuation imports. Training team members, setting strategy, and monitoring progress towards goals. Delivering key business metrics and reviewing processes. Requires communication skills, problem solving, analytical skills, and knowledge of MS Office and Excel. Flexible work culture and good knowledge in reconciliation concepts.
Serve as an expert in the valuation, administration, and compliance of Defined Benefit plans. Provide superior client service, mentor actuarial analysts, review benefit calculations, and stay updated on legislation and regulatory changes regarding retirement plans.
Provide primary administrative support to the Chief Information Officer and other members of the Executive Team. Handle complex administrative projects, confidential information, and executive administrative functions. Schedule appointments, coordinate meetings and travel, prepare reports, and maintain files. Ensure confidentiality and integrity of data. Support organizational culture and core values in daily actions.
Conduct benefit calculations for pension plans, perform data analysis, prepare valuation reports, and assist with special projects in a fast-paced environment. Bachelor's degree in Actuarial Science/Statistics/Mathematics required with excellent communication and problem-solving skills.