Senior Vice President, Workplace Solutions – 529/ABLE Plans

Ascensus

Senior Vice President leading workplace solutions for 529/ABLE plans at Ascensus. Defining strategy and product development to enhance employer-sponsored financial wellness offerings.

Posted 6/17/2026full-timeCalifornia, Massachusetts, New York • 🇺🇸 United StatesSenior💰 $200,000 - $250,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial services managementworkplace benefitsretirement products529 productsABLE productsbusiness developmentproduct strategyemployee education capabilitiesorganizational structure designproduct servicing requirements

Soft Skills

leadershipstrategic planningdecision-makingorganizational skillstime managementcommunicationmotivationcollaborationengagementvision development

Industry Keywords

channel partners401(k) recordkeeperspayroll firmsbenefits platformsbenefits consultantsfinancial wellness platformsHR platformsAscensus Government Relationstax benefitsemployer contributions

About the role

Key responsibilities & impact

Identify channels and potential channel partners, including 401(k) recordkeepers, payroll firms, benefits platforms, benefits consultants, financial wellness platforms, HR platforms, other
Prioritize channels and build/execute on a business development approach
Partner with Ascensus Government Relations team and industry groups to drive towards tax benefits for employer 529/ABLE contributions
Partner with Product and UX to develop a product strategy, to include new employer and employee capabilities
Define employee education capabilities that should be a part of the offering
Define product servicing requirements, including employer servicing
Design organizational structure to support this new solution

Requirements

What you’ll need

Minimum of 15 years’ experience in financial services management
Deep understanding of the workplace benefits space, including retirement
Understanding of 529 and ABLE products
Institutional relational management experience in financial services
Demonstrated ability to drive a new offering in a way that motivates a diverse group of leaders and associates to engage and participate in the vision and direction
Proven leadership, strategic planning, and decision-making skills
Proven organizational, time management, and communication skills

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off