Ascensus

Project Manager

• Assist in facilitating projects from the line of business within the Product Delivery Team.
• Collaborate with team members to define project objectives and scope.
• Manage enterprise project requests for the line of business, ensuring accuracy and completeness.
• Maintain project documentation and track project progress against established timelines.
• Review projects as they emerge from development and are approved by User Acceptance Testing (UAT).
• Create detailed test plans outlining testing objectives, methodologies, and criteria.
• Perform system regression testing to ensure the functionality and integrity of business systems.
• Document and report any discrepancies or issues identified during testing procedures.
• Communicate project status updates, risks, and mitigation strategies to relevant stakeholders.
• Handle requests for new projects, overseeing the process from initiation to approval, ensuring they meet the line of business’s strategic objectives.
• Assist in gathering and analyzing data for project evaluation and reporting.
• Collaborate with stakeholders to ensure alignment between project deliverables and business requirements.
• Undertake additional tasks or responsibilities as delegated by the Product Delivery team members.

Project Coordinator

SDET

• Design, build, and maintain end-to-end test automation using Python and Playwright
• Establish and execute a repeatable, AI-assisted automation workflow (e.g., using Cursor) to generate tests quickly and consistently
• Integrate automated tests into CI/CD pipelines to enable continuous validation
• Collaborate with engineers and product teams to define testable acceptance criteria
• Develop and maintain API and integration tests
• Perform targeted exploratory testing where automation gaps exist
• Identify, document, and track defects through resolution
• Continuously improve test coverage, reliability, and execution speed

Software Development Engineer – SDET, IT Software Test Engineer

Client Services Representative

• Develop a thorough understanding of our business, products and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Develop effective working relationships with team and internal departments to deliver effective service for our clients.
• Provide thorough, high quality research, problem solving and issue resolution.
• Weigh client perspective and business needs when addressing issues and identifying potential solutions.
• Successfully identify, record, monitor, and close items for assigned clients.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Help drive increases in client retention by reacting appropriately to client communications and activities.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
• Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
• Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
• Support the sales team in their efforts to attain more business. Provide references as requested.
• Perform other duties and participate in special projects as assigned.

Account Executive, Client Services – Retirement

Content Marketing Manager

• The Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business.
• Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes.
• This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media.
• Turn strategic initiatives and industry trends into tactical solutions
• Understand and assess business needs in order to craft clear, concise, and effective messaging
• Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding
• Create meaningful content leveraging AI tools that is clear, actionable, and engaging—converting leads to clients and turning clients into loyal fans
• Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more.
• Use Microsoft office suite – Word, PowerPoint and Excel—as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations
• Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals
• Measure effectiveness of communications using such methods as A/B testing
• 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.

Content Specialist, Client Communications

Full-stack Engineer

• Lead high-performing teams across engineering, QA, DevOps, Application Support, and data architecture.
• Partner closely with product, technology, and business leaders to deliver scalable, secure, and high-quality software solutions.
• Drive operational efficiency through lean practices and data-driven metrics.
• Promote a culture of continuous learning and inclusive leadership across all levels.
• Ensure consistent agile execution with clear sprint and release commitments across multiple teams.
• Champion quality assurance practices to ensure software products meet rigorous standards.
• Guide development of scalable, maintainable platforms aligned to enterprise architecture.

Vice President, Software Engineering and Development

Operations

• Determine participant eligibility throughout the plan year.
• Review and distribute enrollment materials in accordance with plan provisions.
• Approve distributions and loans on behalf of the plan sponsor.
• Review vesting and distribution campaigns annually.
• Ensure plan operations comply with the governing plan document and applicable regulations.
• Review, sign, and file Form 5500s; complete Form 5500 late deposit.
• Prepare and send out Summary Annual Reports (SARs), Annual Notices, and other year-end reporting notices.
• Complete data integrity reviews, force-out distributions, and plan enrollment reviews.
• Act as a primary point of contact for consultants, installation coordinators, payroll team, and FuturePlan associates regarding 3(16)-related inquiries.
• Archive all relevant communications for 3(16) access and signing authority records.
• Communicate significant issues or concerns to appropriate leadership in a timely and clear manner.
• Manage and optimize existing 3(16) processes; develop new procedures as needed.
• Lead and/or support the delivery of required annual notices and pre-filled census reporting.
• Oversee the proper completion of Required Minimum Distributions (RMDs), ERISA and Fidelity bond reviews, and maintenance of the fiduciary log.
• Ensure proper handling of Personally Identifiable Information (PII).
• Develop technical skills to serve as a Subject Matter Expert (SME) for designated processes.
• Provide direction and guidance to the team; mentor other team members as needed.
• Serve as Project Lead for high-priority projects and initiatives.
• Create and assist with project schedules, including defined scopes, objectives, and timelines.
• Contribute to decision-making and process improvement efforts across the 3(16) Operations Team.
• Support and maintain responsibilities associated with the 3(16) Plan Admin mailbox. 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.
• Assist with other tasks and projects as assigned.

Operations Specialist

Actuary

• Serve as the technical expert and project manager for the annual funding, accounting, and compliance requirements for defined benefit pension plans
• Leverage tools and resources to provide clients with innovative and effective solutions
• Assist in the development and delivery of quality client communication and deliverables in support of Senior Consultants
• Prepare and manage internal project deadlines
• Prepare, technically review, and serve as primary contact to clients on annual service offerings
• Review pension benefit calculations in accordance with plan provisions, Internal Revenue Code, ERISA, and other legal regulations

• Identify emerging fraud trends and drive proactive measures to mitigate risks.
• Partner with senior leadership to align fraud strategies with business objectives, customer experience goals, and regulatory compliance.
• Work closely across teams to embed fraud risk management into new features and processes.
• Represent Fraud Operations in cross-functional initiatives, incident reviews, and crisis-response efforts.
• Drive the implementation and adoption of fraud improvements with Product Teams.
• Build and refine workflows for case management, decisioning, and escalations, ensuring efficient and high-quality outcomes.
• Oversee vendor relationships and third-party fraud solutions; evaluate new tools, models, and technologies.
• Collaborate to enhance fraud models, rules, machine learning systems, and monitoring.
• Establish operational KPIs, dashboards, and reporting to monitor performance and guide decisions.
• Ensure compliance with relevant regulations; partner with Legal, Compliance, InfoSec, and Service teams to maintain strong controls.
• Lead internal and external audits related to fraud operations.
• Implement best-in-class practices, automation, and process enhancements.

Director of Fraud Operations

Account Manager

• Provides pro-active service and communications to retirement plan clients.
• This includes providing client support, documentation and record keeping, preparation of plan statements, communication of plan information to client, and assists with the modification and enhancement of plan administration processes, within the limits of established policy.
• Coordinates plan compliance testing with the compliance team.
• Participates in sales finals presentations and promotes cross-sell opportunities as needed.

Relationship Manager

Data Analyst

• Use Case Ownership & Lead: Own portfolio of related use cases in partnership with senior leaders.
• Initial responsibilities to accelerate Retirement marketing analytics and growth.
• Partner with stakeholders to identify, prioritize, and define high-value problems that can be solved using AI and advanced analytics.
• Convert business goals into technical requirements for data scientists and engineers, ensuring the analytics deliverables drive solutions to the core business problem.
• Guide the technical work to optimize impact on business problems.
• Synthesize complex model results into clear, actionable recommendations for non-technical stakeholders through compelling data storytelling.
• Effectively right size communication content to varying stakeholders from all levels of leadership.
• Optimize use of AI and other analytics tools to improve reporting and communications that best inform.
• Use BI tools to turn raw technical outputs into executive-level narratives.
• Maintain familiarity with external research and benchmarks, qualitative research and analytics deliverables beyond the specific project to consider and coalesce relevant insights into the data story and recommendations.

Senior Data Analytics Translator

Business Analyst

• Supporting the Head of Service in setting up governance tools and processes
• Contributing to/owning data gathering and generating insights for strategy and analyses
• Project manage initiatives and ongoing processes
• Collaborating with various stakeholders across the team
• Champion the continuous dialogue process that supports performance and accountability

Business Management Analyst

Human Resources

• The HRIS Analyst is responsible for the administration, liaison and coordination of Workday projects.
• This role will work in collaboration with project stakeholders within Human Resources as well as other areas within Ascensus lead projects by defining project scope, goals and deliverable.
• This role will build and support integrations with Workday.
• Develop a formal plan for carrying out each assigned project using appropriate planning methods and experimental design and testing.
• Develop and support integrations and reporting between Workday and other 3rd party applications.
• Develop integrations using Workday tools such as Core Connectors, Package Connectors, Workday Studio and EIBs.
• Work will include supporting integrations through the development, testing, and deployment of various type of integrations.
• Direct/execute assigned projects, including data collection/design and developing specifications/testing criteria/recommendations and implementations.
• Meet with all levels of management to discuss and clarify requests for projects made by management concerning Workday.
• Prepare detailed written reports and documentation or each project to serve both technical and general users.
• Partners with the Project Manager to set priorities and conduct long-term planning for Workday.
• Lead testing and implementing the semi-annual Workday upgrades.
• Lead various projects with Human Resources.
• Develop communications and or editing of human resources policies and guidelines when project requires.
• Development and delivery of progress reports, proposals, requirements and presentations for on-going projects.
• Estimate the specific resources needed to complete projects in a timely manner.
• Own the project plan and ensure each member of the team is completing their assignments as required.
• Conduct project post-mortems and propose recommendations to identify both successful and unsuccessful portions of the project.
• Research, benchmark, and produce detailed reports, in support of the development of HR management practices.
• Participate in interdepartmental initiatives, projects as a HR Subject Matter Expert (SME)
• Manage client expectations, clearly explain policies, processes, procedures and service timelines
• Develop written procedures and risk mitigation practices for all HR functions
• Continually analyze new feature to recommend process improvement initiatives including data analysis and functional support.
• Support merger and acquisition process by providing assistance as needed with gathering and analyzing data
• 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.

HRIS Analyst, Workday

• Work in a high-energy team supporting the quality delivery of Salesforce CRM and related enterprise applications
• Create test scenarios, execute manual and automated tests, and log defects based on user stories
• Create, maintain, and execute test scenarios and test cases based on user stories and acceptance criteria
• Execute functional, cross-browser, exploratory, security, regression, edge-case, and integration testing
• Perform manual testing and assist with the development and maintenance of automated tests
• Collaborate closely with Software Development Engineers in Test and Software Engineers to define and execute an effective testing strategy
• Actively participate and contribute in all Agile ceremonies as a Scrum team member
• Log, track, and validate defects using Jira or Azure DevOps (TFS)
• Support releases and implementations to production, including validation and smoke testing
• Develop an understanding of Salesforce architecture and how CRM customizations impact quality and testing.

Associate Software Development Engineer – SDET

Sales

• 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
• Foster lasting relationships and promote organic growth with elite advisors and elite TPAs through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services
• Meet with C-Level executives of employers to develop education and communication strategies
• Communication of new platform rollouts and enhancements; providing training as appropriate
• Consistently demonstrate a superior level of proactive client focus and team work
• Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth
• Internal advocate for elite advisors and elite TPAs and their clients by coordinating with internal Ascensus departments
• Consistently enhance the Ascensus experience to strengthen relationships and capture a greater share-of-wallet from elite advisors and elite TPAs
• Review existing book of business to identify plan retention; and to position products end services to optimize plan performance, and to add value for advisors and generate revenue to the business
• Identify and execute cross-sell revenue opportunities
• Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark and other reporting as determined)
• Lead and/or participate in projects and initiatives related the creation of additional value for existing relationships
• Conduct plan-specific pricing reviews, including a review of investments, to evaluate profitability and make recommendations for pricing adjustments where appropriate to retain at-risk clients, elite advisors and TPAs.
• Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage elite relationships across these platforms.
• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.

Strategic Business Consultant – Retirement Sales

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.
• Demonstrate a detailed knowledge of retirement plans and the Ascensus business.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Manage day to day schedule according to client needs and needs of the business.