Teams at Ascensus

The role involves planning and implementing participant communication and engagement strategies for retirement plans, ensuring effective education programs, and maximizing participation rates.

Serve as primary contact for assigned defined contribution retirement plan clients on a record-keeping platform. Provide day-to-day support, resolve escalations, coordinate with sponsors/advisors/vendors, facilitate meetings and sales presentations, document procedures, and identify process improvements while meeting deadlines and ensuring client retention.

Support and manage strategic team-selling initiatives by creating tailored sales presentations, coordinating presentation teams and internal stakeholders, participating in demos and site visits, and following up to refine future team-selling needs across multiple retirement product lines.