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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.