Ascensus

Head of Transition Services – Client Services, Onboarding, MEP, PEP

Ascensus

full-time

Posted on:

Location Type: Hybrid

Location: Dresher • Pennsylvania • United States

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Salary

💰 $150,000 - $190,000 per year

Job Level

Lead

About the role

  • Lead with vision and adaptability, inspiring teams to embrace change and deliver superior results.
  • Drive transformation in onboarding processes by leveraging data and technology to eliminate barriers and accelerate readiness.
  • Develop and execute an annual business plan aligned with strategic objectives, ensuring clarity and measurable impact.
  • Champion a results-oriented culture, using KPIs and client feedback (NPS, satisfaction scores, timing metrics) to continuously improve performance.
  • Build strong relationships with stakeholders to ensure alignment and collaboration across functions.
  • Align priorities to maximize client experience, revenue growth, retention, and scalability.
  • Own budget planning and ensure financial discipline while supporting innovation and growth.
  • Accountable for project management teams that onboard new and existing relationships onto Ascensus’ core record keeping and ancillary platforms.
  • Enhance speed of organizational readiness and preparedness with products, services, and client demand.
  • Foster an environment that reflects our Core Values: People Matter, Quality First, and Integrity Always®.
  • 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.
  • Inspire and empower leaders to navigate complexity and deliver transformational outcomes.
  • Provide coaching and mentorship to develop leadership capabilities and future-ready talent.
  • Promote accountability and continuous improvement through transparent communication and actionable feedback.
  • Actively engage with associates to enhance satisfaction and performance, turning insights into tangible results.
  • Motivate, lead and support all teams in monitoring and achieving both project based and daily production commitments, SLA and metrics as well as workflows in order to meet service commitments.

Requirements

  • Bachelor’s degree in Business Administration or related field; advanced degree preferred.
  • 10+ years of leadership experience, including managing multiple functions in a dynamic environment.
  • Proven ability to lead through change, drive strategic initiatives, and deliver measurable business results.
  • Expertise in Defined Contribution plans, including Pooled Plan (MEP/PEP) knowledge is strongly required
  • Exceptional communication, analytical, and problem-solving skills.
  • Strong proficiency in MS Office and familiarity with onboarding systems and platforms.
  • Professional demeanor and experience with client meetings.
  • Detail-oriented and be able to work well within given timeframes and standards.
  • Working knowledge and understanding of systems and platforms that support onboarding processes and services.
Benefits
  • 401(k) match
  • Medical
  • Dental
  • Vision
  • Paid-Time-Off
  • Uninterrupted virtual workspace requirements
  • Internet work speed requirement
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
leadershipproject managementdata analysisbudget planningstrategic planningKPI developmentonboarding processesDefined Contribution plansPooled Plan knowledgeanalytical skills
Soft Skills
adaptabilitycommunicationproblem-solvingmentorshiprelationship buildingaccountabilitycontinuous improvementteam motivationclient engagementdetail-oriented