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YesterdaySaved
In-Office
Dresher, PA, USA
Expert/Leader
Expert/Leader
Financial Services
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.
Top Skills: AgileAutomationContinuous DeploymentContinuous IntegrationObject-Oriented ProgrammingScrumSource Code ControlTdd
Reposted 2 Days AgoSaved
In-Office or Remote
4 Locations
Expert/Leader
Expert/Leader
Financial Services
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.
Top Skills: AgileBehavior Driven Design (Bdd)MS OfficeScrumSdlcUnqork
2 Days AgoSaved
In-Office
3 Locations
65K-95K Annually
Senior level
65K-95K Annually
Senior level
Financial Services
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.
3 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Financial Services
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.
Top Skills: Crystal ReportsExcelMS Office
5 Days AgoSaved
Remote
Ohio, USA
Senior level
Senior level
Financial Services
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.
Top Skills: CRM
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9 Days AgoSaved
In-Office
2 Locations
250K-325K Annually
Expert/Leader
250K-325K Annually
Expert/Leader
Financial Services
Leads Ascensus Retirement’s institutional and strategic partner business, owning partner-channel growth, retention, profitability, P&L, client satisfaction, and new partner acquisition. Develops strategic partner plans, executive relationships, sales enablement models, pipeline discipline, and cross-solution expansion opportunities. Oversees relationship management talent, budgets, compliance, client risk mitigation, and performance scorecards while coordinating product, marketing, operations, technology, finance, and sales teams.
Reposted 11 Days AgoSaved
In-Office
Baxter, MN, USA
Junior
Junior
Financial Services
Writes, coordinates, and publishes internal and client-facing communications across channels; creates and maintains annual communication plans; facilitates business and technical reviews; produces web/email/content and training materials; maintains CMS/HTML content; and ensures accuracy, branding, and compliance with retirement-plan industry requirements.
Top Skills: Adobe Acrobat ProfessionalConfluenceContent Management SystemsDynamic Content GeneratorDynamic Content RepositoriesHTMLMS OfficePowerPoint
Reposted 12 Days AgoSaved
In-Office
Needham, MA, USA
Entry level
Entry level
Financial Services
Process and manage incoming mail requests for 529 plans: sort, open, scan, archive, and transmit time-sensitive checks. Provide client service, follow documented procedures, ensure data security, meet productivity and quality standards, and support team projects during peak season.
Reposted 13 Days AgoSaved
Remote
5 Locations
55K-70K Annually
Junior
55K-70K Annually
Junior
Financial Services
The NQ Plan Administrator manages client non-qualified benefit plans, ensuring accuracy in record keeping and facilitating daily financial transactions. They respond to inquiries and maintain client relations.
Top Skills: AdobeExcelMS OfficePowerPointWord
Reposted 14 Days AgoSaved
In-Office or Remote
7 Locations
Senior level
Senior level
Financial Services
Drive growth of non-qualified retirement plan services, institutional life insurance (COLI/BOLI/ICOLI) and fiduciary solutions by developing C-suite relationships and advisor/third-party networks, meeting sales targets, managing CRM, presenting to top-tier clients, representing the firm at conferences, and executing sales and marketing strategies to increase revenue and cross-sell Ascensus/Newport products.
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