Jobs at Ascensus

Serves as the primary relationship manager for institutional trust and fiduciary accounts, supporting onboarding, account administration, client deliverables, trade and reconciliation processes, participant communications, audits, and annual reviews. Coordinates with trust administrators, operations, analysts, attorneys, and senior management while identifying cross-selling opportunities. Requires a bachelor’s degree, at least five years of relevant experience, strong Microsoft Office skills, and up to 5% travel.

Serve as the primary relationship contact for institutional trust and fiduciary accounts, including Fortune 500 retirement plans. Manage client service, account onboarding, documentation, deliverables, inquiries, trade and transaction oversight, participant communications, audits, and annual reviews. Coordinate with trust administrators, operations, finance, legal, and senior management while identifying cross-selling opportunities and ensuring procedural compliance.

Develop, test, document, deploy, and maintain software applications using engineering best practices. Collaborate with Scrum team members, developers, quality engineers, operations, and support engineers to deliver reliable solutions. Participate in software development planning, design discussions, process improvement, continuous integration and deployment, automation, and legacy code modernization. Apply object-oriented design, data structures, algorithms, RESTful services, unit testing, and Agile development practices while protecting confidential information.

Owns end-to-end onboarding programs, including planning, governance, execution, metrics, process improvement, and continuous optimization. Coordinates cross-functional teams and workstreams across product, software development, sales, implementation, service, and training. Develops onboarding frameworks, playbooks, procedures, KPIs, dashboards, and executive communications while leading change management and resolving post-implementation issues.

Lead software architecture and technical execution within an Agile Scrum team. Design, develop, test, troubleshoot, and deploy complex software solutions using clean-code and engineering best practices. Collaborate with Product Owners, participate in architecture discussions, drive technical innovation, and mentor developers. Responsibilities include requirements analysis, planning, code reviews, continuous improvement, production issue resolution, and protecting confidential data.

Leads Ascensus’s Fraud Investigations function, setting strategy, performance standards, workforce plans, and fraud risk controls. Oversees complex investigations, fraud loss mitigation, regulatory compliance, reporting, analytics, and continuous improvement. Partners with executives, Risk, Compliance, Legal, Operations, Technology, law enforcement, vendors, and industry stakeholders. Develops managers and investigators while driving operational excellence, governance adherence, and enterprise-wide fraud prevention initiatives.

Lead development and delivery of onboarding methodology and service models for the Unqork domain. Define vision, prioritize backlog, translate business needs into user stories with BDD acceptance criteria, collaborate with scrum and UX teams, measure outcomes with KPIs, drive adoption and stakeholder engagement, and ensure regulatory/security handling of confidential data.

Supports planning, production, publishing, and optimization of multichannel marketing campaigns and content. Partners with Sales and cross-functional stakeholders, manages calendars and marketing processes, analyzes campaign and engagement performance, presents insights, oversees vendors and budgets, and improves workflows, documentation, and delivery quality. The role also ensures brand alignment, prioritizes requests, and supports growth-oriented marketing initiatives.

Manages client reporting for bank- and insurance-owned life insurance portfolios. Responsibilities include analyzing policy values, crediting rates, yields, and trends; preparing and quality-checking reports; resolving client-specific issues; interpreting policy, accounting, tax, regulatory, and GAAP requirements; maintaining administrative workflows; handling sensitive PII; and supporting process improvements and client communications.

Develops and expands relationships with third-party administrators within an assigned territory, positioning Ascensus as their preferred retirement plan recordkeeper. Responsibilities include territory strategy, TPA relationship management, joint marketing and referral planning, partner support and issue escalation, platform education, conference representation, CRM tracking, reporting, and sharing market intelligence. The role collaborates closely with sales, operations, and relationship management teams and requires 25–50% travel.

Processes defined contribution plan transactions, including loans, distributions, census data, trust accounting, Form 5500, packaging, valuation imports, and reconciliations. Meets productivity, volume, quality, and turnaround expectations while reviewing processes, identifying issues, and escalating problems. Requires a finance or accounting background, basic Microsoft Office and Excel skills, analytical problem-solving ability, communication skills, adaptability, and flexibility for day or night shifts.

Leads Ascensus Retirement’s institutional and strategic partner business, owning partner-channel growth, retention, profitability, P&L, client satisfaction, and new partner acquisition. Develops strategic partner plans, executive relationships, sales enablement models, pipeline discipline, and cross-solution expansion opportunities. Oversees relationship management talent, budgets, compliance, client risk mitigation, and performance scorecards while coordinating product, marketing, operations, technology, finance, and sales teams.

Process deposit transactions, validate documentation, investigate exceptions, manage non-financial account maintenance queues, verify customer data, update records, and escalate complex cases. The internship provides hands-on experience in financial services operations, transaction processing, compliance, data quality, and customer account servicing.

Process and manage incoming mail requests for 529 plans: sort, open, scan, archive, and transmit time-sensitive checks. Provide client service, follow documented procedures, ensure data security, meet productivity and quality standards, and support team projects during peak season.

The NQ Plan Administrator manages client non-qualified benefit plans, ensuring accuracy in record keeping and facilitating daily financial transactions. They respond to inquiries and maintain client relations.

Drive growth of non-qualified retirement plan services, institutional life insurance (COLI/BOLI/ICOLI) and fiduciary solutions by developing C-suite relationships and advisor/third-party networks, meeting sales targets, managing CRM, presenting to top-tier clients, representing the firm at conferences, and executing sales and marketing strategies to increase revenue and cross-sell Ascensus/Newport products.

Associate Engineers will develop software applications, participate in Agile practices, and ensure data protection while adhering to coding standards.

Lead UX strategy for large-scale web, mobile, and AI products. Translate business goals and research into visionary, outcome-focused experiences. Guide designers, partner with product, analytics, and engineering, present to leadership, prioritize accessibility and user needs, and drive culture and process improvements.

Responsible for managing defined benefit pension plans, ensuring compliance, preparing client communications, and overseeing internal project deadlines.

Provides administrative support to Retirement Client Services leadership, including KPI reporting, mailbox monitoring, headcount reconciliation, meeting and travel coordination, new-hire setup, absence tracking, mass email campaigns, expense reporting, and presentation preparation. Handles confidential information and escalates unresolved equipment or setup issues. Requires strong organizational, communication, networking, problem-solving, and Microsoft Office skills in a fast-paced environment.