Ascensus

Account Manager

• Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies
• Nurture long standing client relationships and deliver high-quality responsive service
• Lead onboarding of new accounts, gather information and coordinate account opening process
• Review agreements and prepare internal documentation for proper administration
• Direct Trust Administrators in processing trades, wire transfers, checks, plan sub-accounting, and reconciliations
• Collaborate with Senior Management, Trust Administrators, Operations, Financial Analysts and Attorneys
• Present annual account reviews and participate in internal planning meetings
• Facilitate participant communications related to employer stock funds and distributions
• Promote procedural prudence, retain records and respond to audit inquiries
• Identify cross-selling opportunities to support business development

Relationship Manager

Full-stack Engineer

• Provide employer plan documents for qualified retirement plans as part of Ascensus Document Services
• Serve as Subject Matter Expert (SME) for Document Services in product, project, and workflow initiatives
• Proactively manage components of the plan document process to ensure timely, accurate delivery of plan document packages for employer signature
• Handle automated/mass processes and identify and implement additional automation opportunities
• Act as SME in project/product meetings, assist in documentation and training, and coordinate updates to procedural documentation
• Manage plan document events and tasks including needs assessment review, service definition, and coordination with multiple parties
• Collaborate with leadership to continuously improve and automate document processes and provide input on client issues and reports
• Proactively escalate potential risks impacting service satisfaction or financial liability
• Mentor and coach Document Services staff and provide one-on-one and group training
• Facilitate process improvement initiatives including analysis, testing support, quality controls, and procedural documentation
• Protect, secure, and properly handle confidential data to prevent unauthorized access or disclosure
• Design and supervise automated document processes and manage 3-5 document projects with timelines and/or budgets

Technical Lead, Document Services

Program Manager

• Oversee and manage a set of interrelated compliance projects to meet department objectives
• Collaborate with stakeholders including project managers, team members, and senior management to align goals with business objectives
• Develop and manage program budgets and allocate resources effectively
• Monitor and evaluate project performance and adjust as necessary to achieve desired outcomes
• Identify potential risks and develop mitigation strategies to minimize impact on delivery
• Partner with leadership to establish long-term departmental goals and strategies
• Provide leadership to guide teams and inspire collaboration towards program goals
• Use project management methodologies and tools; manage multiple projects simultaneously
• Assist with planning and coordinating project scope, schedule, launch, communication, training strategy, milestones, and resource needs
• Create and maintain project documentation and report status, challenges, and opportunities to leadership frequently
• Protect, secure, and properly handle all confidential data to prevent unauthorized access or disclosure
• Operate guided by Ascensus core values: People Matter, Quality First, Integrity Always®

Program Manager, Compliance

Communications

• Research, design, write, and edit NQDC communications programs, using a multi-media approach, i.e., email, print, digital, face-to-face, etc.
• Partner with Marketing to create global education materials used by NQDC plans.
• Support our NQ institutional partners in terms of participant communications including core educational materials, client-specific requests, and special projects/request.
• Create customized targeted communication campaigns for clients based upon their goals and objectives. This includes identifying measurable goals and results for each campaign.
• Engage with the product and compliance teams to ensure materials are accurate and approved for use with participants.
• Proactively recommend new communication initiatives based on marketplace observations, participant, and client needs.
• Travel: <10%
• 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.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
• Supervision None

Communications Consultant, Nonqualified Deferred Compensation Plan

Operations

• Design, implement, and maintain a robust internal control framework aligned with company policies, regulatory requirements, and industry best practices.
• Lead cash reconciliation across participant transactions (contributions, distributions, loans, rollovers, fees, etc.).
• Partner with Operations leadership to drive continuous improvement and ensure adherence to policies and regulations.
• Monitor and enhance financial controls for key operational indicators.
• Develop metrics and dashboards to track control performance and areas for improvement.
• Provide actionable insights to senior leadership on control effectiveness and risk exposure.
• Build and manage a team of professionals focused on cash reconciliation, internal controls, and compliance within operations.

Director, Internal Controls – Retirement Operations

Customer Support

• Provide technical and operational assistance to IRA Owners
• Assist all IRA Owners with back-office functions
• Interact directly with IRA Owners, answering questions and guidance regarding IRA accounts and regulations
• Process IRA Service Agreements
• Data input and verification of all customer information pertaining to initial application
• Process distribution requests correctly within service levels
• Scan data into optical imaging system
• Handle opening, maintaining and closing IRA accounts
• Take initiative to continuously develop skills and industry knowledge
• Recommend and implement continuous improvements to back office processes
• Perform other duties and special projects as assigned

IRA Customer Service Specialist

Consultant

ERISA Consultant

Collections

• The Collections Manager will build and lead a high-performing collections department from the ground up.
• Develop and execute end-to-end collections strategy, selecting and managing third-party vendors, hiring and training a new internal collections team, implementing systems and processes, and owning the resolution of escalated accounts.
• The ideal candidate brings deep expertise in collections, strong leadership skills, and a passion for operational excellence.
• Develop the vision, structure, and roadmap for a new collections department aligned with business goals.
• Design and implement scalable collections policies, procedures, and best practices to improve recovery rates and reduce DSO.
• Review and evaluate the current credit policy; redesign as needed to align with business objectives and risk tolerance.
• Review & modify collections processes and procedures to ensure efficiency.
• Build reporting dashboards to track collections performance and KPI achievement.
• Collaborate cross-functionally with billing, finance, legal, customer service, and sales to ensure alignment.
• Assist with integrations to ensure seamless collections.
• Complete special projects for manager and other financial functions within the department as required.
• Lead the RFP and selection process for a new third-party collections vendor.
• Manage vendor relationships to ensure compliance, performance, and cost-effectiveness.
• Establish SLAs and monitor external vendor performance and escalations.
• Oversee day-to-day collections operations, including outbound contact strategies, follow-ups, and payment arrangements.
• Ensure adherence to all applicable laws and regulations.
• Partner with business, legal and compliance teams as needed to manage risk and address high-risk cases or customer disputes.
• Protecting, securing, and proper handling of all confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Own and resolve complex or high-value account escalations with professionalism and tact.
• Serve as the escalation point for internal stakeholders and external clients.
• Investigate and resolve root causes for recurring disputes or delays in payment.
• 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.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
• Will lead team up to 10 associates who focus on collections and other applicable finance processes.
• Hire, onboard, and develop a new in-house collections team, including specialists and supervisors. Provide coaching, training, and performance management to ensure team success. Build a culture of accountability, continuous improvement, and customer-centric recovery. Facilitate cross-training throughout team to ensure full coverage/SLAs are met.

Manager, Credit & Collections

Administration

• NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate non-qualified plans.
• 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 inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.
• Be aware of employment fraud.
• All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses.
• We will never ask you for payment or require you to purchase any equipment.
• If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.