Jobs at Ascensus

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.

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

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.

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.

Lead and manage transitions for financial/business lines, transform transition data into insights, track and report status, coordinate logistics and documentation, ensure adherence to global transition framework and tollgates, and collaborate with stakeholders to enable go-live.

Design, build, and maintain automated and manual test suites and frameworks (UI, API, integration, batch, big data). Execute integration, API, and performance tests; incorporate automation into CI/CD pipelines; perform exploratory testing; log and track defects; collaborate within Agile/Scrum teams following BDD/ATDD/TDD practices.

Develop, test, document, and maintain software using Microsoft and open-source stacks. Collaborate on design, estimation, CI/CD pipelines, and Agile practices, ensuring secure handling of confidential data and smooth deployments.

This role involves strategic problem solving, hands-on data analysis using R and Python, and collaboration with leadership to drive enterprise transformation and value realization in the financial services sector.

Provide advanced ERISA consulting to clients and internal teams including technical research, plan and form drafting, compliance audits, training, seminars, fee-for-service engagements, project SME work, mentoring, and handling disputes. Cross-train into a secondary technical area and meet departmental SLAs. Role includes 25%-40% travel.

The Account Services Representative assists Client Service Managers in providing top-notch service, resolving client requests, coordinating transactions, generating reports, and managing projects efficiently.

Lead product strategy and innovation for Ascensus retirement products: define product vision, develop multi-year and 1-year roadmaps, partner with design, engineering, sales, and scrum teams, drive data/AI-enabled opportunities, oversee customer research and metrics, and ensure execution against OKRs and adoption.

Translate business and user needs into functional specifications for a web-based financial platform. Lead requirements gathering, acceptance criteria, testing (functional/regression), UAT, demos, and documentation. Coordinate cross-functional Agile teams, manage enhancement/bug tracking, perform root cause analysis, and model workflows to support development through the SDLC.

Process defined contribution plan tasks including loans, distributions, census, trust accounting, valuation imports, 5500, packaging. Meet productivity, volume and quality targets, perform reviews, reconcile accounts, identify issues and escalate, and support client/admin team requirements.

Review and ensure retirement plan document compliance for new clients, consult on plan design, prepare document packages, update CRM, quality-review peer documents, lead process improvements and training, support internal partners and client calls, and transition all plan types (DC, DB, NQ).

Manage fiduciary governance and plan compliance for assigned retirement plans: respond to sponsors/participants, process payroll uploads and recordkeeper forms, monitor plans monthly, perform year-end testing and 5500 audit support, prepare plan assessments, notices, and 404(a)(5)/408(b)(2) disclosures.

Perform nondiscrimination testing and Form 5500 reporting for defined contribution plans to ensure qualification and compliance with IRS limits. Analyze client census data, calculate employer allocations and projections, perform ADP/ACP, Top Heavy, Coverage, Compensation and other tests, prepare government filings and audit packages, identify compliance issues, recommend corrective actions, and support internal and external partners.

Process participant retirement plan transactions (loans, hardships, distributions, QDROs, RMDs, in-service). Communicate with participants and plan sponsors, maintain system contact records, monitor email support queues, prepare notices/disclosures, assist with audits and compliance, and follow fraud-prevention protocols.

Senior specialist responsible for ERISA-qualified retirement plan compliance: perform and quality-review nondiscrimination testing, QDRO and death distribution reviews, update compliance materials, resolve escalated technical issues, support plan design and onboarding, and maintain expert knowledge of qualified plan regulations and department procedures.

Serve as primary relationship manager for large retirement plan clients and their financial advisors. Ensure service excellence, resolve escalations, promote retention and cross-sell opportunities, coordinate internal resources, analyze client data, lead projects, and provide consultative guidance to optimize plan design and product use.

Manage administration and client relationships for non-qualified retirement plans: maintain records, interpret plan documents, provide client support, produce calculations and reports, run web demonstrations, coordinate enrollments, resolve issues, and participate in client and sales meetings.