Ascensus

Vice President

• 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

Senior Vice President, Workplace Solutions – 529/ABLE Plans

Analyst

• Support daily treasury operations, cash management, banking activities, forecasting, and compliance initiatives.
• Prepare and analyze daily treasury and banking activity reports for senior leadership across multiple bank accounts.
• Perform daily cash management, determine funding requirements, schedule debt payments, amortization payments, and invest excess cash in accordance with the company's investment policy.
• Assist with short-term cash forecasting, liquidity planning, identification of key drivers, and variance analysis of forecasted versus actual results.
• Process cash transfers, wire payments, ACH transactions, checks, positive pay, cashier’s checks, fraud detection and related treasury activity.
• Record journal entries related to cash transactions and support the month-end close processes.
• Investigate and resolve discrepancies in cash transactions and ensure all activity is properly reconciled and documented.
• Maintain banking relationships and serve as a primary point of contact for banking partners to resolve service issues.
• Track and analyze bank fees, merchant fees, and banking service levels.
• Support bank account administration, escrow accounts, KYC, account opening and closing, user access maintenance, signer maintenance, and portal administration.
• Support internal and external audit activities by preparing schedules, documentation, and compliance support materials.
• Assist with SOX compliance, escheat processes, internal control testing related to treasury and cash management processes.
• Partner with Accounting, Accounts Payable, FP&A, IT, Tax, and Operations to resolve issues and improve treasury processes.
• Support ad hoc treasury projects, system enhancements, bank platform enhancements, technology rollouts, and reporting initiatives.
• Maintain debt covenant compliance schedules and related reporting files.
• Support M&A implementation and integration.
• Manage intercompany settlements, Letters of Credit, and derivative settlements.

Treasury Analyst

Product Designer

• Lead the user experience design for web and mobile solutions
• Drive the UX strategy and execution on complex, program-level initiatives
• Manage expectations within the team and with clients
• Prototype and scale UX solutions from journey maps through detailed designs
• Use qualitative and quantitative analysis techniques to drive design decisions

Lead UX Designer – Digital Program

Business Analyst

• Collaborates with Product Owner to write accurate user stories and acceptance criteria, incorporating technical dependencies that are ready to be consumed by the team.
• Supports and educates the Product Owner, especially with respect to grooming and maintaining the product backlog.
• Actively participates in scrum ceremonies (backlog refinement, road mapping, release planning, sprint planning).
• Assists the project team in the definition of project deliverables (such as product level documentation, and other deliverables).
• Participates in retrospectives, identifying the successes and challenges encountered and being an advocate for positive change.
• Completes the accurate and timely updates as required to time and project tracking systems.
• Continually enhances own domain knowledge of systems, products, and industry.
• Collaborates with team members to identify and apply best practices.
• Works with Product Owner and Team to plan and execute project implementations.
• Continually improve personal skills and adaptability to agile practice and the practical application of these skills.
• Assists in the identification and mitigation of project risks.
• Brings technical product knowledge to strategic business conversations.
• Assists with other tasks and projects as assigned.

Business Analyst – IT Business Analyst

Sales Operations Manager

• Lead internal leadership and sales teams on key sales enablement marketing initiatives.
• Work collaboratively to create and revise full-year marketing communications plans.
• Maintain excellent working relationships with internal sales, client relationship, and participant engagement teams.
• Keep teams informed of all marketing efforts.
• Build and maintain sales collateral library, sales presentations, and integrated marketing campaigns across channels including email, videos, webinars/events, social, website, and more.
• Collaborate with product, UX and digital teams on the product roadmap to shape the customer experience and sell the future to drive sales.
• Pull campaign measurement, prepare and provide periodic updates on the progress toward goals and results of marketing efforts to internal business partners.
• Be aware and have working knowledge of marketing efforts of other clients and monitor competitor marketing efforts.
• Draw upon these examples to demonstrate knowledge and offer additional opportunities and suggestions to your clients in a consultative manner.
• Collaborate to research and create content for RFP responses and presentations as necessary.
• Tap into and analyze data to measure impact of efforts and draw conclusions about trends and opportunities from a marketing perspective.
• Create participant-facing educational content to drive participant action and behavior.

Marketing Manager, Sales Enablement

Sales

• Serve as the external liaison for Ascensus for driving sales with Health and Welfare Brokers/Agents
• Driving sales with key Practice Leaders, Producers and Account Teams
• Coordinating sales activities for key office relationships
• Working with Ascensus Internal and External Sales Representatives to drive sales and marketing
• Protecting, securing, and properly handling all confidential data
• Establishing and maintaining productive working relationships with Health and Welfare Brokers/Agents
• Coordinating wholesaling efforts with Ascensus Internal Sales Consultants
• Completing management reports, expense reports and other special tasks as requested.

Director of Sales – Health and Welfare

Compliance

• Reads and comprehends retirement plan provisions from plan documents to ensure accuracy and compliance with regulations
• Supports DOL, IRS, and Large plan audits
• Is responsible for plan administration, compliance and testing for identified blocks of business
• Prepares annual valuation and compliance reports for Clients
• Responsible for protecting, securing, and proper handling of all confidential data

Compliance Analyst – Specialization

Business Development Rep

• Build and manage strategic relationships with financial professionals
• Support sales efforts and drive territory execution
• Proactively uncover new business opportunities

Business Development Consultant

SDET

• Develop and execute automated or manual tests in various stages of development.
• Build and maintain the test automation suite using various test automation frameworks.
• Work in an agile development environment, collaborating with the team to deliver quality software iteratively.
• Develop end-to-end software test frameworks, test suites, and tools to validate product-specific features and use cases.
• Develop and execute integration and API tests to ensure system reliability and performance.
• Incorporate automated tests into our continuous delivery pipeline.
• Perform creative exploratory testing of new features and products.
• Find, isolate, document, regress, and track bugs through resolutions.
• Ability and willingness to assist with all tasks within an Agile scrum team, writing stories, development & manual testing.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.

Software Development Engineer, SDET

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

Customer Support

• Deliver exceptional customer service in all contact interactions
• Provide advanced technical and operational assistance to IRA customers
• Assist Financial Advisors with IRA onboarding and new plan setup
• Process daily transactions including new IRA plans, distribution requests, and payroll contributions
• Monitor reports and fix processing errors
• Act as a subject matter expert for IRA-related inquiries

IRA Customer Service Specialist II, Trust Services

Data Engineer

• Enable data-driven decision making by collecting, transforming and visualizing the data
• Responsible for protecting, securing, and proper handling of all confidential data
• Design, build and maintain data structures and data processing systems
• Implement and troubleshoot deployments
• Create conceptual, logical and physical data models
• Design and build data ingestion tools, metrics, alerts and notifications

Senior Data Engineer

Architect

• Provide technical direction, architectural oversight, and hands-on engineering leadership across scrum teams building production AI-enabled software.
• Translate business needs and platform strategy into practical, scalable, secure, and maintainable technical solutions.
• Shape architecture and implementation patterns.
• Guide teams building AI-enabled applications, agents, workflows, and integrations.
• Validate technical direction through code, demos, and proofs of concept.
• Establish reusable patterns, templates, and reference implementations.
• Stay close to the codebase through code reviews, technical spikes, troubleshooting, and situational code contributions.
• Evaluate emerging AI technologies and educate the team through practical examples.
• Help lead architecture across enterprise AI platform capabilities, LLM-powered agents and workflows, retrieval-augmented generation (RAG) patterns, model context protocol-style tool integrations, durable workflow and orchestration patterns, internal and external AI-enabled applications, secure integrations, observability, evaluation, testing, and production support patterns, AI-assisted engineering practices.

Application Architect, IT

Human Resources

• Partner with senior leaders to translate business strategies into effective people and workforce plans aligned to short- and long-term objectives
• Serve as a thought partner to leaders on organizational effectiveness, culture, and team design
• Maintain strong understanding of the business, including financial performance, operating model, talent needs, and competitive landscape
• Lead and embed core talent processes including workforce planning, talent reviews, succession planning, and performance management
• Partner with Talent Management and Talent Acquisition to enable capability-building and internal mobility
• Use workforce data, trends, and insights to proactively identify risks and opportunities related to retention, capacity, and skill gaps
• Coach leaders on people leadership practices, including performance management, change leadership, team effectiveness, and employee engagement
• Support the execution of HR policies and practices in partnership with Associate Relations, ensuring fair, consistent, and compliant decision-making
• Support organizational design, role clarity, and job architecture efforts in partnership with Total Rewards and Talent Management teams
• Lead and support change initiatives, including restructuring, growth, M&A integration, and transformation efforts
• Actively review HR metrics and insights to inform business decisions and people strategies

Human Resources Business Partner

• Performs compliance testing for defined contribution plans.
• Verifies the accuracy of plan census data and identifies contributions to be tested for plan year.
• Prepares non-discrimination tests, top heavy tests, coverage tests, 415 annual addition tests with assistance of a Sr. Compliance Analyst.
• May also perform contribution calculations.
• Reviews legal plan documents, employee census data, and determines participant eligibility.
• Reconciles all financial activity then prepares government forms and associated schedules for assigned plans in a timely manner with a high degree of accuracy.
• Processes plan participant distributions, loans, disbursement requests, and assists with special projects as needed.