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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.

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.

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.

Associate Engineers will develop software applications, participate in Agile practices, and ensure data protection while adhering to coding standards.

Responsible for managing defined benefit pension plans, ensuring compliance, preparing client communications, and overseeing internal project deadlines.

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.

Perform daily cash and unit reconciliations for non-qualified plan trusts, ensure asset/liability hedging, research and resolve discrepancies, recommend financial adjustments, manage participant payments and tax documentation, assist trust setup, perform QA reviews, and improve reconciliation controls and processes while collaborating with internal and external partners.

Manage creation and maintenance of fund lists and corporate action processing for nonqualified plan liability recordkeeping. Oversee fund-specific earnings processing, resolve transactional issues, coordinate with vendors and operational teams, and serve as a subject-matter expert and mentor. Ensure adherence to SOPs, data confidentiality, and high-quality, timely service.

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