Jobs at Ascensus

Designs and delivers sales onboarding, training, playbooks, and readiness programs. Partners with Sales, Marketing, Product, and Ops to align enablement with GTM strategy. Develops content with SMEs, tracks training effectiveness, maintains sales content and technology stack, and supports adoption of enablement tools to improve seller performance and consistency.

Own end-to-end onboarding for retirement plans from sale through go-live. Manage client and advisor expectations, timelines, data collection, conversions, account setup, training, and cross-team coordination while ensuring compliance, process improvements, and excellent client service.

The Senior Staff Accountant manages month-end close activities, financial reporting, audits, and supports process improvements while collaborating with teams and developing documentation.

Process defined contribution plan tasks (loans, distributions, census, trust accounting, 5500, valuation imports, packaging). Meet productivity, volume and quality targets, perform reviews, reconcile accounts, identify and escalate process issues, and work flexible shifts in a team environment.

Lead UX strategy and execution for large-scale web and mobile programs. Drive user-centered design, research, interaction, visual design, information architecture, and prototyping. Collaborate across design, product, analytics, and engineering; use qualitative and quantitative data to inform design decisions; scale UX solutions and improve processes; protect confidential data and promote company values.

The Principal DevOps Engineer will lead technical direction for DevOps practices, design CI/CD pipelines, manage cloud-native architectures, and mentor teams to optimize delivery processes.

Responsible for creating and delivering comprehensive reports on bank and insurance company owned life insurance policies, ensuring accuracy and client satisfaction through extensive data analysis and collaboration.

The Compliance Intern will assist in loading census data, managing compliance links, performing data reconciliation, maintaining documentation, and preparing reports while collaborating with the compliance team.

Manage daily treasury operations including cash management, banking activity, transfers, reconciliations, forecasts, month-end close support, bank relationships, compliance (SOX, audits), and treasury reporting; support system enhancements, M&A integration, and intercompany/derivative settlements.

Lead strategy, product development, and national distribution for workplace 529 and ABLE solutions. Build partnerships with brokers, HRIS and benefits platforms, define product and operational requirements, set pricing and P&L, and design the organizational model to scale employer-based education savings offerings.

Support client onboarding for retirement plans: validate documents, convert financial and demographic data, set up plan shells in admin systems (Relius/ASC/Axis), reconcile plan assets, coordinate with clients/advisors and finance, and maintain workflow status updates.

The Senior Data Engineer will design and maintain data processing systems, enhance ETL components, and ensure data security and integrity while mentoring junior staff.

The Senior Financial Analyst is responsible for processing loans, distributions, and trust accounting, training team members, and ensuring productivity and quality metrics are met.

Provide proactive client service and subject-matter expertise for retirement plans; research and resolve client issues, manage assigned book of business, produce and analyze reports, communicate status and resolutions, support sales efforts, and drive client retention and growth.

Lead strategy to grow revenue and profitability across investment and advisor-enabled wealth solutions by optimizing partner relationships, driving co-manufacturing and product innovation, packaging advisor-facing wealth and rollover solutions, and aligning stakeholders to deliver scalable, tech-enabled offerings.

Provide ERISA retirement plan consulting including compliance research, drafting and reviewing 401(k)/403(b) employer-level plan documents using PAS, support plan analyses, contribute to training and special projects, and mentor analysts.

Manage client relationships through product implementations, mergers, terminations and transitions. Provide IRA/ESA/HSA operational and compliance support, escalate issues, coordinate internal teams, maintain documentation and service levels, recommend process improvements, and support product/service expansion.

The Nonqualified Deferred Compensation Communications Consultant creates and executes communication campaigns to educate participants about retirement plans, enhancing participation and understanding through various media.

Lead sales enablement marketing strategy and execution to drive sales, advisor engagement, client retention, and participant action. Manage planning, project management, content/collateral creation, omni-channel campaigns (email, video, webinars, social, web), measurement and dashboards, vendor/budget oversight, and stakeholder collaboration across sales, product, UX, and digital teams.

Support Regional Directors by generating proposals, responding to RFPs, prospecting and onboarding retirement-plan clients, coordinating post-sale operations, and providing marketing and client service support. Handle inbound/outbound communications and collaborate across internal teams to ensure timely conversions and contract coordination.