Ascensus

Compliance

• Oversee and coordinate all of the activities within the Retirement Operations team
• Specifically, ensuring delivery of compliance test and employer calculations
• Responsible for organizational planning and annual staffing plans
• Motivate and lead teams through change
• Actively seek out ways to improve the associate experience
• Identification, evaluation, and prioritization of unified processes driving efficiencies
• Partner and build relationships among key stakeholders, client services, IT, products and other operations teams
• Identify, track, and monitor key performance metrics and recommend operational changes to improve performance
• Align department priorities to execute on business plan objectives to maximize revenues, client retention and organic sales
• Participate in strategic initiatives and collaboration opportunities across the organization
• Manages budget, including developing budget proposals, justifying expenses and monitoring accounts
• Identify and develop solutions to address risks and assist in the creation of solutions intended to drive alignment
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus

Director, Compliance Services

Account Executive

• 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.

Artificial Intelligence

• Own an enterprise portfolio of agentic AI use cases; shape multi-quarter roadmaps tied to business strategy, scalability and measurable outcomes; define success metrics (value, quality, portability) and manage trade-offs across initiatives.
• Define agentic framework to conduct end-to-end discovery (diagnostics, data/system constraints, user journeys) to identify high-value agentic opportunities; translate pain points into agentic AI solutions (tools/actions, guardrails, autonomous or human-in-the-loop) and delivery plans.
• Build and defend business cases (cost, revenue, CX improvement); secure executive alignment; establish benefits measurement (baseline, attribution, measurement) and manage realization through adoption and continuous improvement.
• Coordinate with cross-functional squads (product, AI engineering, data science, architecture, operations) and external partners to deliver pilots and scaled deployments; manage scope, dependencies, risks, and delivery quality; run executive steering and agentic AI program governance.
• Partner with Responsible AI leader to implement controls for data handling, model/vendor risk, explainability, and operational resilience; ensure appropriate guardrails (policy, content filtering, escalation paths) for production agent use.
• Lead launch planning, training, communications, and hypercare; drive stakeholder readiness and measurable adoption; establish feedback loops and a backlog for post-launch enhancements across business units.

AI Delivery Leader

DevOps Engineer

• Lead platform standardization, progressive delivery, reliability engineering, and security‑by‑design
• Design, implement, and operate a standardized CI/CD framework
• Define promotion workflows with enforced quality gates
• Implement feature flags, canary deployments, blue‑green deployments, and phased rollouts
• Enable automated rollback based on health checks, error rates, and SLO breaches
• Maintain full release traceability from commit through production
• Integrate unit, integration, regression, security, and performance testing into CI/CD pipelines

Senior DevOps Engineer

Architect

• Provides technical direction and oversight across scrum teams within a program.
• Works closely with the Platform Architect to understand business needs and identifies technical solutions.
• Collaborates with other Platform Architects and Application architects to promote innovation, reusability, stability, scalability, and consistency across programs.
• Provides ongoing technical oversight and mentoring across scrum teams.
• Researches new technologies and tools—including AI-assisted engineering, intelligent automation, and related platforms.
• Establishes strong alignment with Product Owners to understand, influence, and deliver on roadmaps.
• Sets technical direction and provides proactive oversight to scrum teams so solutions are secure, scalable, efficient, and stable.
• Leads, coaches, and mentors technical staff.
• Designs, prototypes, and guides implementation of agent-based solutions.
• Defines and promotes standards for responsible use of AI and automation across the software lifecycle.
• Evaluates AI-enabled tools and practices for fit, risk, cost, and maintainability.

Application Architect

Call Center Representative

• Design, develop, and maintain NICE inContact or CXone Studio scripts and call flows.
• Develop custom scripts and integrations using NICE CXOne Studio, with a focus on integrations with Salesforce, Microsoft Dynamics, and third-party systems via APIs.
• Lead the implementation and support of CCaaS (Contact Center as a Service) solutions.
• Develop and improve technical standards for development, including coding standards and best practices.
• Conduct testing and validation to ensure performance, scalability and reliability of the platform.
• Provide Tier 3 support and act as a subject matter expert for NICE inContact technologies.
• Work with internal and external stakeholders to translate business needs into requirements and deliver scalable solutions.
• Monitor system performance, troubleshoot issues, and ensure high availability.
• Maintain documentation, SOPs, and training materials for internal teams.
• Stay current with emerging technologies and recommend improvements to enhance the contact center experience.
• Participate in code reviews, testing, and continuous integration processes.
• Assist in estimating and planning throughout the software development life cycle.

Senior Contact Center Engineer

• Provide client service to partners, intermediaries, and plan sponsors.
• Demonstrate thorough knowledge of retirement plans and Ascensus products and services by providing solutions to complex plan issues.
• Deliver consultative service to help clients manage their retirement plans.
• Work with Leadership to deliver client satisfaction by providing retirement plan and operational expertise.
• Proactively identify, own, and resolve client issues.
• Engage clients with value-added consulting.
• Serve as a technical resource and provide coaching and mentoring to other associates.
• Responsible for protecting, securing, and proper handling of all confidential data.
• Provide a high level of consultative client service while communicating and coordinating with clients and partners.
• Coach and mentor others in all aspects of retirement plan and client relations.
• Monitor and follow-up on assigned items; includes determining required action for resolution of client issues.
• Provide clients and advisors clear and concise communication regarding services and resolution throughout the service cycle.
• Assist leadership with the management of vendor relationships on behalf of clients and partners.
• Support the sales team in their efforts to attain more business.
• Solicit and share feedback with appropriate internal resources.
• Educate clients regarding plan features, product capabilities or Ascensus functionality and process.
• Drive increases in client retention by reacting appropriately to client communications and activities.
• Develop ideas for improvement and provide feedback/solutions to minimize risk and improve process.

Senior Account Executive

Client Services Representative

• 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
• Assist leadership with the management of vendor relationships on behalf of clients and partner
• Support the sales team in their efforts to attain more business
• 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 plans’ periodic activity (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
• Help drive increases in client retention by reacting appropriately to client communications and activities
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process
• Support peers and Leaders by handling escalated items/calls from clients
• Responsible for oversight and resolution of the escalated item
• 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
• Act in the role as the subject matter expert on specific topics as needed
• Responsible for developing materials, training, and assisting others across departments in these areas
• Perform other duties and participate in or lead special projects as assigned

Senior Account Executive, Client Services – Retirement

• 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.
• The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• 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.
• Executing strategic plan to ensure retention and satisfaction of client and financial professional’s book of business.
• Achieve service level goals, retention and organic growth goals established for each financial partner by assessing opportunities in assigned book of business.
• 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.
• Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
• Support peers and Manager(s) by handling escalated items/calls from clients. Responsible for oversight and resolution of the escalated item.
• 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.
• Act in the role as the subject matter expert on specific topics as needed. Responsible for developing materials, training and assisting others across departments in these areas.
• Perform other duties and participate in or lead special projects as assigned.

Senior Retirement Service Consultant, Client Services

Product Manager

• Drive the development of the product vision and roadmap for the assigned products, features, and/or capabilities.
• Lead the development of roadmaps for the capability set in partnership with design, technology and scrum teams.
• Partner with sales and marketing to translate our roadmap into an external message.
• Define and own the end-to-end view of the customer journey and their comprehensive set of interactions.
• Create and/or enhance documentation for internal and external audiences.

• Provide technical direction and oversight across scrum teams within a program
• Collaborate with Program Architects and Application architects to promote innovation, reusability, stability, scalability, and consistency across programs
• Assist with initial proof of concepts and template builds
• Provide ongoing technical oversight and mentoring across scrum teams
• Participate as an individual contributor on scrum teams, especially for complex design and development tasks
• Research new technologies and tools to stay abreast of current technologies, and introduce new opportunities for innovation
• Coach and mentor technical staff

Client Services and Sales Application Architect

Full-stack Engineer

• Supports and scales adoption of the enterprise AI platform
• Troubleshoots AI behavior and identifies systemic gaps
• Drives continuous improvement in platform performance and usage
• Works directly with internal associates to resolve issues
• Partners closely with engineering teams to diagnose root causes across LLMs, agent workflows, tools (MCP), and backend systems
• Investigates and resolves issues reported by users of Agent Assist
• Analyzes logs, traces, and telemetry
• Proposes improvements to agents, skills, prompts, and workflows
• Acts as a trusted advisor to client-facing associates
• Translates user issues into clear, actionable tickets and improvements
• Responsible for protecting, securing, and proper handling of all confidential data.

AI Platform Software Engineer

Administration

• Performs administrative functions related to supporting the administration of claims for all insurance products supported by Newport
• Provides daily administrative support to the insurance claims team.
• Works independently to manage assigned workload and identify claims related issues requiring additional attention.
• Communicates issues to internal associates / Manager and works with appropriate parties to resolve.
• Effectively collaborates with others, seeks/conveys information, initiates action, and adapts to change.
• Takes ownership and initiative to ensure expectations are met, including follow through, follow-up and understanding when and how to involve others.
• Researches and collects information and material as required from various sources and follows up to ensure that all data is provided.
• Updates records, files and computer databases as needed.
• Provides assistance to departmental management for projects as needed.
• Assists in the preparation of claims related materials and correspondence.
• Compiles documentation, files appropriate paperwork and maintains records related to a variety of company and client information, questionnaires, policies, licenses, notifications, reports, expenses, and various other documents or activities, as required.
• Completes claim form packages.
• Conducts first level review of claim form packages.
• Coordinates payment requests from finance for death certificate requests.
• Enters related information from death certificates into a central database.
• Monitors receipt of carrier responses and prepares distribution of information maintains and updates current claims activity in central database.
• Assists in special project needs as they relate to claims administrative services.
• Interacts professionally with team members and other departments.
• Works as a self-starter and completes work in a fast-paced, demanding environment under tight deadlines.
• Focuses on learning in everyday activities and events.
• Collaborates with and openly shares knowledge with colleagues.
• Regular, reliable, and punctual attendance.

Associate Claims Administrator

• Assists with reviewing and finalizing submitted Plan Sponsor Data in the 5500 TED Dashboard.
• Assists with due diligence and new file reviews.
• Reviews and uploads Schedule As into the 5500 TED Dashboard.
• Prepares the Form 5500, including self-review, creating the snapshot and validating, and generating the Summary Annual Report.
• Makes necessary updates on 5500s that are sent back for updates/corrections.
• Assists with peer 5500 reviews to facilitate the flow of prepared 5500s.
• Assists with e-filing the Form 5500.
• Assists with the Form 5558 Extension process.
• Assists with training associates in the 5500 process and related tasks.

Compliance Coordinator I

Project Manager

• Facilitate working agreement and commitment to shared objectives with team of subject matter experts, ensuring clarity of roles and responsibilities.
• Own delivery success and outcomes end-to-end, including accountability for results, risk mitigation, and course correction as needed.
• Facilitate planning and coordination of broad organizational readiness such as launch, communication and training strategies.
• Lead end-to-end delivery of AI-enabled initiatives, including chatbot implementations, from discovery and design through launch, adoption, and optimization.
• Build and maintain communication channels and methods to provide updates on progress to both internal and external stakeholders timely and succinctly.