Ascensus

Business Development Rep

• Build and manage relationships with financial professionals
• Execute territory strategies with the RVP
• Uncover new business opportunities
• Support proposal development and sales lifecycle
• Conduct presentations and support industry events

Business Development Consultant

• Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners.
• Partner with the RVP to execute territory strategy and drive new and existing business growth.
• Proactively uncover new business opportunities, actively sell FuturePlan solutions, and advance prospects through the pipeline.
• Manage day-to-day sales activity, including pipeline tracking, CRM updates, follow-up, and new business submission.
• Support proposal development, documentation, and full sales lifecycle execution.
• Provide expert guidance on plan design and retirement solutions.
• Deliver customized, client-specific recommendations leveraging FuturePlan’s capabilities.
• Conduct presentations and support industry events to drive engagement and brand presence.
• Educate partners to enhance their ability to win and retain business.
• Monitor territory performance and align activity to sales goals.
• Maintain industry and product knowledge through ongoing learning.
• Partner with internal teams to ensure a seamless client experience.
• Uphold data security standards and demonstrate company values in all interactions.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.

Business Analyst

• Model and promote Agile values and principles within the organization
• Work with the strategic product owner to define features and functionality which support our business
• Guides the team and organization on how to use Agile/Scrum practices and values to deliver high business value
• Guides the team on self-organizing and analyzing and adapting to the feedback inputs
• Assesses the Scrum Maturity of the team and organization and coaching the team to higher levels of maturity
• Removes impediments or guiding the team to remove impediments
• Builds a trusting and safe environment where problems can be raised
• Facilitates discussion, decision making, and conflict resolution
• Collaborates with Product Owner to write accurate user stories and acceptance criteria
• Supports and educates the Product Owner
• Assists the project team in the definition of project deliverables
• Participates in retrospectives, identifying successes and challenges
• Completes the accurate and timely updates as required to time and project tracking systems

Senior Business Analyst, IT Project Management

Product Designer

• Shape the long-term user experience vision for web, mobile, and AI experiences that help millions of people achieve their financial goals
• Use design thinking techniques and foster strong collaboration across business, product, design, analytics, and technology to translate business strategy, client insights, and market trends into actionable UX direction for product teams
• Solve complex, large-scale problems and create experiences our clients love and that drive results for the business
• Lead the UX discipline and drive culture and process improvements
• Use creative and technical problem-solving skills to guide UX strategy
• Drive UX strategy, principles, and north-star experiences for the most complex, program-level initiatives
• Present experience vision, strategy, and recommendations to leadership and senior stakeholders to guide execution and decision making
• Partner with leadership across Product, IT, and Analytics to deeply understand core business and user goals to identify new opportunities
• Provide the vision and ensure the necessary alignment to translate those opportunities into concrete, outcome-focused solutions
• Partner with UX research for discovery work, research synthesis, journey mapping, service design, and opportunity framing
• Guide teams in prioritizing user needs, accessibility, and long-term experience value
• Evaluate emerging technologies and industry trends to inform strategy
• Lead experience and design reviews, providing strategic direction, actionable feedback, and quality oversight for designers to ensure alignment to experience vision and standards
• Build strong, collaborative relationships across design, business, development, and analytics teams
• Manage expectations within the team and with clients

UX Strategist

Analyst

• Supports the client onboarding process to ensure key deliverables are met for both plan implementation and ongoing plan processing.
• Responsible for delivering exceptional customer service that exceeds customer expectations in all contact interactions.
• Assists with the plan set up process and ensures the Financial Professionals, Employers, and IRA Owners have all of the information necessary to successfully launch their plan and enroll participants into their plan.
• Assists when needed with the daily transaction processing including, initiating and or verifying distribution requests, processing payroll contributions, and following up on errors and other issues as they arise.

IRA Installation Analyst

Client Services Representative

• Provides client service to partners, intermediaries, and plan sponsors
• Develops and maintains knowledge of retirement plans and Ascensus products/services
• Works with Relationship Manager to deliver client satisfaction
• Resolves client issues and engages clients with consulting
• Communicates with team to keep all informed and aid current client strategy
• Provides thorough, high-quality research and problem-solving
• Delivers client retention by anticipating needs and recommending changes

Retirement Service Consultant, Client Services

• Develop a thorough understanding of our business, products and services
• Consistently deliver a high level of proactive client service
• Develop effective working relationships with team and internal departments
• Provide thorough, high quality research, problem solving and issue resolution
• Ensure inquiries and issues are resolved and service levels are met
• Help drive increases in client retention
• Achieve individual and team goals for service levels, growth and retention
• Produce, analyze, and distribute reporting on a regular basis
• Support the sales team in their efforts to attain more business
• Participate in special projects as assigned

Account Executive, Client Services – Retirement

Sales Operations Manager

• Executes enablement initiatives, including onboarding programs, product training, and sales methodology reinforcement.
• Partners with Sales, Marketing, Product, and Operations to align enablement programs with business priorities.
• Develops and maintains standardized sales playbooks, learning paths, and field-ready resources.
• Coordinates and supports structured programs designed to improve associate readiness.
• Tracks, analyzes, and reports on onboarding effectiveness, training completion, and learner feedback.
• Creates training initiatives that reinforce product knowledge, sales skills, and positioning.
• Coordinates with internal stakeholders to gather input, manage feedback loops, and ensure alignment across initiatives.
• Supports management and optimization of the FuturePlan sales technology stack.

Sales Enablement Specialist

Consultant

• 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.
• Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients.
• Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
• Coach and mentor others in all aspects of retirement plan and client relations factoring in the needs of the client and Ascensus to arrive at appropriate solutions.
• 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 and provide updates on product and plan initiatives.
• Participates in the management of vendor relationships on behalf of clients and partner.
• Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Identify and document systematically “opportunity plans” working with Relationship Manager on a strategy to mitigate risk.
• Responsible for proactive communication with the client and partners regarding all components of service delivery.
• Solicit and share feedback with appropriate internal resources.
• Manage day to day schedule for self and team according to client needs and needs of the business.
• Apply industry knowledge to all facets of retirement operations and service.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
• 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.
• Support peers and Manager(s) by handling escalated items/calls from clients.
• Responsible for oversight and resolution of the escalated item.
• Develop and maintain strong internal relationships across departments and locations.
• Responsible for developing materials, training and assisting others across departments in these areas.

Senior Retirement Service Consultant

• Own the onboarding process from plan sale through successful go-live, serving as the primary point of contact for clients and advisors.
• Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup.
• Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
• Act in the role as the subject matter expert on specific topics for initiatives with accountability for training and assisting others across departments in area of expertise.
• Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
• Monitor internal task completion to ensure deadlines are met and dependencies are managed effectively.
• Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.

Onboarding Consultant

Full-stack Engineer

• The Salesforce Software Engineer role is responsible for software development within Ascensus’s Salesforce program
• Works closely with the team’s product owner, engineering team and business to understand business needs and develop technical solutions in Salesforce Service Cloud
• Collaborates with Program Architects, Application architects, DevOps engineers, and developers to promote innovation, integration, reusability, stability, scalability, and consistency across our Salesforce program
• Provides delivers software in accordance with established architecture direction, and Salesforce best practices
• Researches new technologies and tools to remain abreast of current and emerging technologies and introduces new opportunities for innovation and modernization of our Salesforce Service Cloud program
• Establishes strong alignment with Product Owners to understand and deliver on road maps
• Utilizes standards, proofs of concept, and templates to produce high quality software
• Participates in project discussions to remove technical impediments, and assists in establishing estimates
• Performs design and development for complex tasks as an active contributor to the project pipeline
• Collaborates with Application Architects and Program Architects to identify, develop, and test the best possible solutions
• Takes ownership and provides technical leadership when production issues arise requiring software engineering expertise
• 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
• Analyzes, implements, tests, documents and maintains new and current software applications with minimal oversight in support of achieving the business goals
• Assists in estimating and planning throughout the software development life cycle
• Supports people and process improvement strategies for the organization

Salesforce Software Engineer

Analytics Engineer

• Execute platform administration and reporting delivery for customer analytics
• Build reporting views and dashboards for stakeholders
• Configure and maintain NICE CXone Interaction Analytics assets
• Perform validation, tuning, and troubleshooting of analytics outputs
• Support governance, documentation, and quality standards for analytics

Contact Center Analytics Developer

• This role is responsible for creating, analyzing, managing, and delivering comprehensive reports of bank and insurance company owned life insurance (BOLI & ICOLI) policies for an assigned group of clients.
• Data analysis and report development.
• Develops and maintains a full understanding of trends for each client’s BOLI/ICOLI portfolio and performs detailed analysis to ensure accuracy of reports.
• Prepares, reviews, and delivers all client reporting.
• Performs quality control checks, reports to supervisor and Relationship Manager on client satisfaction, and any other items necessary to assure customer loyalty.
• Handles large volume of Personally Identifiable Information (PII) with necessary sensitivity.
• Assists in the implementation and ongoing maintenance and application of regulatory requirements for BOLI/ICOLI clients.
• Contributes to development of executive-level reports, materials, and administrative standards for clients, and assists with the implementation of changes.

Client Account Analyst

Compliance

• Support our clients compliance related requirements and requests through leveraging experience, knowledge, and independent resolution
• Provide leadership by example and serving as a technical resource
• Prepare and quality control IRS Large Form 5500
• Expertise with annual compliance testing (ADP/ACP, 410(b) 415, 402(g))
• Perform and quality control advanced client requested calculations
• Support Client Service teams through timely comment resolution and phone support
• Participate in annual Post Mortem meetings to continuously improve Client Experience
• Train and mentor associates in Compliance Services
• Assist the Leadership team with the review and quality control of external communications

Compliance Coordinator II

Account Manager

• 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.
• Consistently provide a high level of consultative client service while communicating and coordinating with clients and partners to address issues, provide necessary research and deliver creative solutions to your clients.
• Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
• 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 and provide updates on product and plan initiatives.
• Deliver client retention by anticipating client’s needs, recommending changes or actions, in conjunction with the Relationship manager.
• Responsible for proactive communication with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources.
• Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans’ periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
• Coach and mentor team members and provide feedback to the team manager for performance improvement purposes.
• Develop and maintain strong internal relationships across departments and locations.

Business Development Consultant

Business Development Consultant

Senior Business Analyst, IT Project Management

UX Strategist

IRA Installation Analyst

Retirement Service Consultant, Client Services

Account Executive, Client Services – Retirement

Sales Enablement Specialist

Senior Retirement Service Consultant

Onboarding Consultant

Salesforce Software Engineer

Contact Center Analytics Developer

Client Account Analyst

Compliance Coordinator II

Client Relationship Manager