Jobs at Ascensus

Supports accounts receivable and finance operations by reviewing cash postings, reconciliations, collections, refunds, aged receivables, monthly close activities, and acquisition setup. Assists with internal and external audits, SOX compliance, year-end audit support, and departmental projects. Requires strong analytical, communication, problem-solving, accounting, Excel, and reconciliation skills, with flexibility for day or night shifts.

Processes financial and retirement-plan administration activities, including loans, distributions, census, trust accounting, packaging, Form 5500, valuation imports, and reconciliations. Reviews processes, maintains productivity and quality targets, identifies issues, escalates problems, and supports team training, strategy, and progress monitoring. Requires accurate high-volume processing, analytical and problem-solving skills, Excel knowledge, adaptability, and flexibility for day or night shifts.

Manages relationships with large retirement plan clients and financial advisors, serving as the primary contact for service, issue resolution, retention, and growth. Coordinates with internal teams, supports product education and cross-selling, analyzes client data, leads outreach and communication strategies, and develops relationships with senior decision-makers. The role also manages escalations, supports plan design and product adoption, participates in value-creation projects, and maintains knowledge of financial, regulatory, accounting, service, and compliance requirements.

Manage relationships with large retirement plan clients and financial advisors. Serve as the primary contact for service issues, retention strategies, product education, escalations, and coordinated internal support. Develop executive-level relationships, identify cross-sell opportunities, analyze client data, lead outreach campaigns, and support product enhancements. Maintain knowledge of retirement services, financial, regulatory, compliance, and operational matters while coordinating projects and meetings.

Monitor cybersecurity tools and environments for suspicious activity, develop SOC procedures and playbooks, manage threat detection and intelligence tools, maintain threat intelligence KPIs, support digital forensics and incident response, and assist with penetration testing. The role requires broad cybersecurity expertise across networks, endpoints, applications, cloud, malware analysis, threat hunting, incident response, and industry frameworks, while mentoring junior analysts and communicating with stakeholders.

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 accurate monthly invoicing, invoice audits, fee reconciliation, payment processing, termination billing, refunds, plan receivables, and internal conversions. The role reviews service agreements, resolves billing inquiries, maintains billing documentation for Sarbanes-Oxley compliance, updates billing systems, and supports confidential data handling and special projects.

Drive territory sales by building and expanding relationships with advisors, consultants, plan sponsors, and institutional partners. Support RVP in territory execution, pipeline management, proposal development, and CRM updates. Provide consultative retirement plan guidance, deliver presentations and events, monitor performance versus goals, and collaborate with internal teams while maintaining compliance and product knowledge.

Manage onboarding for newly sold retirement plans, coordinating clients, advisors, and internal teams through implementation, documentation, plan conversion, quality control, and handoff to service teams. Provide client training, track milestones, resolve issues, escalate risks, maintain workflow updates, and ensure regulatory and service requirements are met. The role requires retirement-services knowledge, strong communication, analytical skills, attention to detail, and proficiency with office and plan administration systems.

Oversee finance and accounting processes within the HRO benefits domain, monitoring quality, turnaround times, accuracy, and key metrics. Perform accounts receivable quality checks, maintain databases and records, research incomplete information, generate reports, resolve customer queries, and protect confidential data. The role also develops procedures, supports process transitions, coordinates with stakeholders, and helps prevent escalations. Candidates should have strong Excel skills, analytical and communication abilities, and substantial finance and accounting operations experience with team leadership exposure.

Supports enterprise risk management by identifying, assessing, monitoring, and mitigating organizational risks. Manages incident response tracking, performs risk and control assessments, coordinates privacy incident evaluation and regulatory notifications, administers access reviews, and supports audits, governance meetings, disaster recovery, business continuity, and process improvement initiatives. Collaborates with senior leaders and cross-functional stakeholders to analyze issues, document recommendations, and track corrective actions.

Owns the roadmap, vision, backlog, prioritization, and execution for retirement and government savings products. Defines and approves user stories, supports Agile ceremonies, coordinates feature development and UAT, monitors product KPIs, represents customers, and drives organizational readiness. The role requires strong stakeholder influence, technical and Agile expertise, business-domain knowledge, and collaboration with Scrum teams, business analysts, and technology partners.

Provides proactive relationship management and client support for retirement plan sponsors, advisors, and intermediaries. Responsibilities include interpreting plan documents, resolving service issues, preparing calculations and reports, supporting payroll corrections and distributions, coordinating compliance testing, demonstrating web applications, and communicating fund actions. The role also supports client retention, participates in sales presentations, and identifies cross-sell opportunities.

Manages complex retirement-plan client accounts, building executive and administrator relationships, driving satisfaction, retention, revenue growth, and service delivery. Partners with sales and internal teams throughout RFP, onboarding, administration, and issue resolution. Identifies cross-selling opportunities, coordinates vendors, ensures contractual and regulatory compliance, leads client projects, and provides consultative recommendations. Requires regular client visits and travel up to 25% of the time.

Performs advanced retirement plan compliance testing, nondiscrimination and contribution calculations, financial reconciliations, Form 5500 preparation, and IRS and DOL reporting for complex plans. Reviews plan documents and participant data, resolves client compliance issues, monitors legislative changes, supports process improvements, and serves as a technical resource to analysts and client teams. The role also provides training, quality control, client communication, and technical guidance while ensuring plans remain tax qualified.

Leads operational diagnostics and process improvement initiatives from assessment through implementation, stabilization, and value realization. Redesigns workflows, eliminates inefficiencies, develops performance measures, and partners with business, technology, and AI teams to prepare processes for automation and agentic operations. Applies Lean Six Sigma, consulting, change management, and data-informed problem solving to improve productivity, quality, customer experience, capacity, risk, and sustainable business outcomes.

Supports daily trade operations for retirement savings plans, including processing trade files and manual trades, resolving trade rejects and assertions, researching fees, verifying broker registrations, processing corporate actions and plan-level requests, assisting with rebalances, performing quality-control checks, and responding to trade support inquiries. The role also supports departmental projects, risk workshops, and confidential data protection.

Leads actuarial operations and large teams supporting pension services. Responsibilities include client escalation management, operational strategy, workflow and staffing oversight, reporting, budgeting, process improvement, regulatory compliance, technology innovation, talent development, and delivery quality. Requires deep U.S. pension actuarial expertise, knowledge of ERISA, IRS, PBGC, ASC 715, and GASB standards, plus proficiency with actuarial and analytics tools.

Prepares recurring financial reporting, investigates expense variances, supports annual budgeting and forecasting, develops profitability studies, and performs financial modeling and analysis. The role also assists with board reporting and other finance projects while managing multiple priorities and protecting confidential data.

Researches equities, sectors, bonds, and mutual funds; evaluates investment opportunities; monitors fundamentals, valuations, earnings, and market news; makes buy, hold, and sell recommendations; supports asset allocation and capital market forecasts; executes trades and rebalancing; performs performance and attribution analysis; prepares investment reports; interviews investment firms; and presents findings to senior staff and clients.