Jobs at Ascensus

Lead and deliver transformation projects, manage stakeholders and vendor relationships, implement BPM (Pega preferred), drive ROI, leverage ML/RPA tools, hold Black Belt certification, and support US shift timings.

The Application Architect provides technical direction and oversight for scrum teams, drives innovative solutions, mentors staff, and ensures adherence to architectural standards while collaborating across programs.

As a Principal Software Engineer, lead a Scrum team to deliver software solutions, mentor engineers, and evaluate AI technologies to enhance automation and efficiency while ensuring compliance with governance and security standards.

The role involves leading a cross-functional engineering team to build and improve an enterprise AI platform while fostering team development and enhancing engineering practices.

The Senior Business Systems Analyst leads data requirements for enterprise data initiatives, bridging business and technology to ensure data governance and quality in a regulated financial environment.

The Project Coordinator will manage project components, develop knowledge management tools, analyze data, and facilitate meetings to support FuturePlan's initiatives.

Outbound sales role managing an assigned book of business in the retirement plan channel. Prospect, develop and close business through calls, presentations, CRM management, and collaboration with external partners. Build advisor relationships, resolve escalations, mentor sales associates, and support revenue growth. Periodic travel required.

The AI Platform Software Engineer will support and improve the enterprise AI platform by troubleshooting issues, enhancing performance, and training users. Collaborating with engineering teams and internal associates, they will resolve technical problems and drive system reliability.

The Senior Product Manager will lead product vision and roadmap development, partner with teams to enhance customer experience, and maximize product value while utilizing data-driven decision-making and agile methodologies.

Perform QC and advanced operational and financial analysis for offshore 529 plan administration using Kofax and Unite. Verify scanned checks, reconcile account activity, detect and resolve exceptions, prepare operational and compliance reports, support escalations and audits, recommend automation, and collaborate with onshore teams to optimize workflows and mitigate risk.

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.

Design, develop, integrate, test, and maintain Salesforce Service Cloud solutions using Apex and Lightning Web Components. Collaborate with product owners, architects, and DevOps to ensure scalable, secure, and CI/CD-driven delivery, troubleshoot production issues, and support continuous improvement.

Perform high-accuracy data entry from Plan Administration Manuals into the BOSS system, configure system fields per checklist, validate and QC entries, translate ambiguous document content into structured inputs, track multiple plan setups, document assumptions, and escalate issues while collaborating with QC, product support, and project leads.

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 Business Development Consultant at FuturePlan focuses on expanding partnerships, enhancing sales strategies, conducting presentations, and supporting clients with retirement plans. Responsibilities include coaching sales teams, developing market knowledge, and managing proposals while ensuring compliance with regulations.

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

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.

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.

Provide consultative client service and retirement-plan expertise to plan sponsors, partners and advisors. Resolve complex plan issues, coach teammates, manage escalations, support retention and growth, monitor compliance activities, and act as subject-matter expert across operations.

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.