Ascensus

Administration

• Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions.
• Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.
• Facilitate daily transactional activity with the Trustee and trading desk.
• Serve as initial escalation point for participant call center inquiries, ensuring accuracy of plan recordkeeping and data.

Plan Administrator

Account Executive

• Facilitate the growth of new relationships and business for Beneco.
• Drive sales with plan sponsors and strategic partners in the prevailing wage market to meet assigned sales goals.
• Directly coordinate sales activities for key Plan Sponsor relationships.
• Actively work with Internal Sales Consultants and local partners to drive sales and marketing.
• Remain current on industry, technical and product knowledge.
• Complete management reports, expense reports and other special tasks as requested.
• Discuss Fiduciary Solutions, including various mutual fund share classes and impact on plan/cost.
• Discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services to Financial Advisors and Employers.
• Assist existing employers and Financial Advisors in the retention of current business (as needed)

Sales Consultant

Human Resources

• Delivering support to Ascensus associates, leaders and the Human Resources team
• Provide a high level of support for internal clients
• Respond to level one cases regarding associate benefit programs, human resources policies and programs
• Assign level two Help cases to the appropriate HR Center of Excellence team
• Manage full life cycle of assigned cases from acknowledgment to follow up and resolution
• Maintain associates’ data in Workday
• Assist leaders with Leader Self Service tasks and inform associates how to use Workday
• Process assigned Workday tasks and processes timely
• Responsible for protecting, securing, and proper handling of all confidential data

HR Service Center Associate

Consultant

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.
• Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Successfully monitor and follow-up on assigned items; includes determining required action for resolution of client issues, documenting and implementing solutions as appropriate.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Establish and maintain strong working relationships with dedicated clients and financial professionals.
• Participates in the management of vendor relationships on behalf of clients and partner.
• Deliver client retention by anticipating client’s needs.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
• Educate client regarding plan features, product capabilities or Ascensus functionality and process.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
• Manage day to day schedule for self and team according to client needs and needs of the business.

Senior Retirement Service Consultant

Full-stack Engineer

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Analyze, implement, test, document and maintain new and current software applications with minimal oversight in support of achieving the business goals.
• Assist in estimating and planning throughout the software development life cycle.
• Support people and process improvement strategies for the organization.
• Assist with other tasks and projects as assigned

Associate Software Engineer, IT Software Engineering

Procurement

• Support the Talent Acquisition department in creating and maintaining relationships with high performing, active/passive talent through various media and non-media tools and avenues
• Assist in defining, designing and implementing the Sourcing Strategy for building/managing talent pools
• Partner with TA Director and TA Consultants by participating on intake sessions
• Create and maintain a pipeline of qualified candidates through cold calling/e-mailing, professional networking, and data mining
• Manage/updates candidates in various systems and provide weekly activity reports.

Talent Sourcing Specialist

• The Sales Consultant’s primary responsibility is to facilitate the growth of new relationships and business for Beneco.
• Drive sales with plan sponsors and strategic partners in the prevailing wage market to meet assigned sales goals.
• Coordinate sales activities for key Plan Sponsor relationships.
• Actively work with Internal Sales Consultants and local partners to drive sales and marketing.
• Assist Plan Sponsors with a "needs analysis" to ensure the appropriate solution.
• Establish and maintain productive working relationships with strategic partners.
• Remain current on industry, technical and product knowledge.
• Complete management reports, expense reports and other special tasks as requested.

Sales Consultant – TPA Solutions

Chief Marketing Officer

• Responsible for the strategic and tactical implementation of data driven marketing and content
• Create and oversee unique strategic programs in support of sales and retention
• Identify, develop and execute appropriate marketing programs and tools designed to build and extend the Ascensus’ brand, generate revenue and support the sales and service teams to strengthen market position
• Work closely with the key business stakeholders and teams to develop a cohesive plan to help shape and influence our future distribution partner communications, training programs, and other key priorities
• Implement required procedures for effective delivery of programs and materials
• Manage high profile projects to ensure our positioning is compelling, differentiating, and targeted to its intended audience
• Collaborate well with product managers and other center of excellence marketing managers to build the brand and deliver business value

Director of Marketing Strategy

Project Manager

• Drive the successful completion of significant programs including regulatory “mass events”
• Administer the intake and prioritization of formal projects and other initiative requests in which D&A participates or owns
• Ensure detailed project plans and frequent follow-up with stakeholders on completion of those projects and ensure that the appropriate level of review and quality assurance is performed before the project goes live.
• Accurately capture and communicate information throughout all project phases.
• Gain appropriate approval and sign-off prior to the completion and implementation of projects.
• Ensure appropriate communication and training is completed prior to the “go-live” of any project.
• Support D&A as a secondary point of contact (other than the appointed D&A SME for the project) for other departments within the company on current and future projects.
• Facilitate D&A project meetings, including preparing meeting materials.
• Partner with fellow project manager(s) within D&A to support the full breadth of all strategic efforts outside of daily operational processing.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Project Manager – Document and Agreements

Analyst

• Responsible for the successful completion of a steady flow of diverse and engaging retirement plan document projects ranging from basic to medium-level complexity.
• Independently analyzing document design
• Become internal expert on plan documents and design
• Consulting to internal partners on the design of start-up plan documents
• Processing of plan document from initial draft phase through finalization and delivery for both new plan documents and plan takeovers, including all ancillary documents (Summary Plan Description, Safe Harbor Notice, etc.).
• Processing of plan document from initial draft phase through finalization and delivery for IRS-mandated restatements, including all ancillary documents.
• Processing of plan amendments including discretionary amendments, Trustee changes and Plan Sponsor and Participating Employer changes.
• Preparation of plan termination documents for both Defined Contribution and Defined Benefit plans.
• Participation in special team project opportunities such as analysis of retirement plan legislation, creation of communication/processes for Interim Plan Amendments and development of training materials for internal partners such as plan Consultants, plan analysts and distribution team processors.

Document Analyst – Specialization

IT Support

• Act as the technical liaison between internal and external clients, Ascensus development teams, and third party vendors.
• Document client support and ensure service level standards are met.
• Advocate for the RPS client to provide technical resolutions by developing, recommending, implementing and facilitating solutions.
• Manage new or existing client relationships through the implementation of products and subscriptions.
• Provide second level technical assistance to clients using multiple applications for troubleshooting and research.
• Manage upgrades, QA testing, and rollouts of software products and services.
• Utilize internal systems for project tracking and problem resolution.
• Provide customer service support in a call center environment through various mediums: phone, email, and ticket system.
• Recognize and anticipate problems and take appropriate actions, escalate and report as needed.
• Act as client advocate and take necessary steps to exceed service standards to manage client retention/growth.

Applications Help Desk

• Facilitate the growth of new relationships and business for FuturePlan.
• Drive sales with financial professionals and strategic alliance platforms to meet assigned sales goals.
• Coordinate sales activities for key Plan Sponsor relationships.
• Actively work with Internal and External Sales Consultants to drive sales and marketing.
• Assist existing employers and Financial Advisors in the retention of current business (as needed) and remain current on industry, technical and product knowledge.

VP, Sales Consultant – Retirement Industry

• Responsible for managing the overall onboarding process, client and advisor expectations and meeting service timelines for newly sold retirement plans (both start-up and takeovers of existing plans) to ensure a smooth and efficient onboarding experience for clients.
• Also responsible for quality control and assurance for plan conversions, account transition and ensuring all responsibilities and tasks are performed in accordance with FuturePlan’s core values and best practices.
• Manages case load effectively to meet or exceed departmental service goals specific service levels for quality and timeliness with limited supervision.
• Provides clear communication regarding the roles of each individual involved in the onboarding process.
• Coordinates with the client and advisor to review all implementation and onboarding documents are in order to facilitate the installation of the plan.
• Communicates the details of the plan’s onboarding progress (as needed or requested) to each internal department (sales consultant, onboarding manager and service consultant) through regular contact or workflow system updates as it pertains to their open onboarding cases.
• Consistently updates workflow system or status report to keep all parties informed of onboarding activities and progress.
• Provides training and assistance to clients to ensure completion of the client tasks and issue resolution.
• Ensures internal department’s completion of tasks by the scheduled due date.
• Provides input to Management on client issues and onboarding delays.
• Proactively escalates potential risks to appropriate leadership staff that impact either service satisfaction and/or financial liability.
• Participates, as required, in solution teams to ensure onboarding processes are defined and incorporated for new and enhanced services.
• Provide guidance to clients and financial advisors to fully inform and educate them on ongoing administrative services provided by FuturePlan.
• Provide hand-off to the appropriate service consultant to ensure a smooth transition for the client and financial advisor including identifying all open issues.
• Provides accurate qualified plan information and education to financial partners, financial professionals and clients by attending Ascensus training sessions and continuing self-study.
• Responsible for protecting, securing, and proper handling of all confidential data held by FuturePlan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to FuturePlan or our clients.
• Assist with other tasks and projects as assigned.

Plan Termination Consultant

Communications

• Design and implement external communications strategies to increase client awareness, utilization and appreciation of transformative digital features and operational enhancements.
• Lead cross-functional teams comprised of Product, UX, Service and Marketing team members and leaders to build out elements of the communication journeys, including but not limited to emails, videos, UX/web copy and in-app alerts, text messages, product guides and other client-facing information, on time and on budget.
• Serve as strategic communications lead on project teams to ensure voice of the customer is heard, communications best practices are applied, and communications strategies achieve the project’s business objectives.
• Drive a digital-first, client-centric approach by focusing on communications channel, personalization and tone to enhance engagement.
• Serve as subject matter expert, both technical and experiential, across the lifecycle of a retirement plan, as well as across audiences (advisor, plan sponsor, participant), and maintain working knowledge of competitive positioning and experiences.
• Maintain deep knowledge of the customer experience.
• Manage multiple content projects simultaneously, meeting deadlines and quality standards.
• Analyze content effectiveness and make improvements as needed based on quantitative performance metrics and qualitative feedback.

Client Communications Director

• Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles
• Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials
• Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans
• Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines
• Prepares trust accounting reports for Clients
• Supports and completes assigned quality assurance reviews
• Review non qualifying assets
• Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues
• Ability to successfully integrate information from alliance partners into pension software
• Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies