Ascensus

Consultant

• Responsible for planning and implementing the participant communication and engagement strategy for retirement plans
• Conduct participant communication meetings and organize all forms of participant communication mediums
• Actively participate in RIS new business efforts, presenting in sales presentations for prospects and annual relationship reviews with existing clients
• Establish and conduct retirement readiness, enrollment, conversion and other financial education meetings
• Maximize participation in the Plan and increase participant savings rates
• Track, gather, evaluate and report meeting results
• Work directly with the Plan Sponsor and Client Relationship Manager on effective education medium for each Plan
• Create plan specific presentation content referencing legal plan documents
• Provide basic retirement planning, investment and financial wellness education
• Ensure quality communication meetings through regular client and participant surveys
• Report participant communication activity for all programs conducted
• Assist with special participant communication team projects

Participant Engagement Consultant

Marketing

• The Marketing Manager strategically leads and provides tactical support to champion greater adoption and use of assigned programs and accounts.
• This includes the support of ongoing omni-channel communications needs, product development go-to-market planning, client retention initiatives, point of sales positioning, differentiating thought leadership and account engagement responsibilities based on the position requirements.
• The position manages all aspects of marketing including planning, project management, creation, distribution, and measurement, analysis, and potentially budgeting and vendor management.
• External client and internal stakeholder relationship management is also a large part of this role.
• The position is responsible for strengthening partner relationships and developing integrated campaigns that align with business objectives.

Marketing Manager

Systems Engineer

• Lead the elicitation, analysis, and documentation of data‑related business requirements for enterprise data initiatives
• Translate business needs into clear, data‑specific requirements, including data elements, metrics, hierarchies, transformations, and access patterns
• Own and maintain the enterprise data dictionary and business glossary, ensuring consistency and alignment across teams
• Partner closely with Data Architects and Data Engineering to ensure requirements are accurately reflected in data models, integrations, and pipelines
• Document end‑to‑end data flows and lineage, from source systems to downstream consumers
• Serve as the primary liaison between business stakeholders and data delivery teams, resolving definition conflicts and clarifying requirements
• Support backlog refinement and prioritization, ensuring requirements are complete and actionable prior to development
• Identify and help remediate data quality, consistency, and access issues
• Reinforce data governance standards, documentation practices, and approved access methods
• Participate in design reviews, planning sessions, and cross‑functional working groups
• Support regulated fintech and financial services use cases, including auditability, security, and sensitive data handling
• 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.

Senior Business Systems Analyst

Collections

• Provide leadership and oversight for all billing submission, invoicing, collections, and accounts receivable activities, ensuring accuracy, timeliness, and compliance with internal controls.
• Oversee ancillary fee tracking, validation, and submission for invoicing, ensuring all billable revenue is captured and collected.
• Monitor accounts receivable performance, aging, and DSO targets; partner with Finance on issue resolution and escalation as needed.
• Ensure consistent application of billing and collections policies and procedures across products, clients, and acquired businesses.
• Maintain a strong working knowledge of the retirement TPA market, including revenue models, fee structures, fee repositories, ancillary fees, and common billing practices.
• Partner with Finance and Operations to support accurate revenue generation, prevent revenue leakage, and address billing-related risks.
• Support repricing, fee changes, and client-specific billing updates by ensuring operational readiness and accurate execution.
• Lead and develop managers who oversee teams responsible for billing, invoicing, and collections processing.
• Drive consistency in team performance, training, quality control, and workload management across locations.
• Foster a culture of accountability, collaboration, and continuous improvement aligned with organizational values.
• Identify inefficiencies, control gaps, and risk areas within billing and collections processes; lead initiatives to improve accuracy, scalability, and client experience.
• Ensure workflows and procedures are documented, maintained, and supported by appropriate quality control measures.
• Partner with Finance and Audit teams to support external audits and compliance requirements.
• Serve as a primary operational contact for billing and collections matters with Operations, Service, Sales, and Finance teams.
• Support the integration of billing, invoicing, and collections processes for newly acquired businesses.

Director – Billing & Collections

Call Center Representative

• Handle requests from participants, financial advisors, and plan administrators
• Provide explanations regarding benefits and plan provisions
• Process financial and non-financial transactions timely and accurate
• Maintain confidentiality and keep department, client and participant HIPAA compliant

Accountant

• Own month-end close activities related to expenses, including the preparation and review of expense-related journal entries, accruals, and reclassifications, and serve as the primary expense contact
• Support other aspects of the FuturePlan monthly close, including ancillary revenue accruals, while ensuring compliance with internal control requirements
• Prepare journal entries, perform balance sheet reconciliations, conduct account fluctuation analyses, and investigate variances
• Prepare and analyze monthly profit and loss statements and balance sheet reporting
• Support external audit activities, including the preparation of supporting schedules and response to audit inquiries, as needed
• Develop and maintain clear and complete narrative documentation for accounting processes, procedures, and controls
• Ensure accurate revenue and expense recognition in accordance with U.S. GAAP; research technical accounting guidance and draft accounting memos as required
• Lead and contribute to special projects in support of management and broader finance initiatives
• Partner with business leaders and cross-functional teams to track, analyze, and explain revenues and expenses
• Proactively identify accounting issues and recommend process improvements to enhance accuracy, efficiency, and effectiveness of financial reporting
• Support the professional development of members of the accounting team including co-ops and interns

Senior Staff Accountant

Actuary

• High level review to ensure quality of client deliverables including research of pension law and regulations
• Responsible for ensuring service standards remain in alignment with expectations
• Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans
• Review, prepare and/or certify client projects and ensure accurate client deliverables including actuarial valuations and reports, benefit statements, plan documents, amendments and employee communications
• Work performed by other teams as necessary
• Answer technical questions posed by staff
• Research the Internal Revenue Code and other technical resources to resolve client issues
• Provide technical training for staff
• Provide back up to other teams as necessary

Enrolled Actuary, Specialization

Product Manager

• Define and maintain the roadmap for Enterprise AI Platform capabilities
• Prioritize team backlogs based on business value, user impact, risk, dependencies, and platform strategy
• Translate business needs into clear epics, features, user stories, acceptance criteria, and measurable outcomes
• Represent users, internal customers, and stakeholders throughout planning, delivery, validation, and release
• Partner with engineering, architecture, AI, support, operations, and business teams to deliver production-grade AI capabilities
• Stay informed on emerging AI tools, models, workflows, and platform patterns
• Partner with technical teams to shape demos, POCs, pilots, and early concepts that validate value before larger investment
• Help teams operate effectively by applying Agile practices pragmatically, not performatively

Senior Product Owner, Product Development

Business Development Rep

• Communicate and drive activity to develop new and cultivate existing partnerships within our institutional and business to business channels including advisors, wholesalers, DCIO & clients.
• Leads sales initiatives for advisors and centers of influence for assigned states and direct sales (i.e. desk to desk opportunities).
• Conducts sales and product presentations to all intermediaries.
• Provide coaching and guidance to overall Sales Team.
• Work to continuously develop market knowledge and understanding to drive activity to help support the business plans of our sales consultants.
• Help coordinate, support and facilitate advocacy for local industry events to expand relationship building, increase education, share knowledge, and drive new business.
• Leverage FuturePlan’s investment in innovative and best in class tools, resources, training, and industry expertise to manage business opportunities and increase proposal activity to expand our brand and services among our business communities.
• Support the Sales Consultant team by enhancing productivity and accessibility to positively influence overall sales effectiveness by establishing a model of proactive engagement with influencers.
• To help measure, monitor and support progress toward business development initiatives in assigned territories and assist in meeting sales goals by collaborating and developing business plans to help identify and drive critical activity.
• To help create and facilitate the delivery of proposals to required parties.
• To help update and manage the sales lifecycle of the business pipeline.
• To help interpret trends, monitor campaigns, promotions and help focus activity accordingly within our advisor channels.
• Help provide plan design consultation support and be able to identify areas of opportunity for business partners to close more business.
• Partner with onboarding team to enhance the customer experience during the sales process at various stages including paperwork, client documentation, and plan design consultations to help efficiently bring in new plans.
• Performs other duties and special projects as assigned.
• Develop an increased knowledge of Retirement Plans, plan design and our industry through continued training.
• Efficiently use all internal systems, resources and tools including: Outlook, Word, PowerPoint, Excel, Internet, CRMs, resources and technology.
• 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.
• Scheduled Travel with External Sales partners including conferences and advisor meetings at least once a year.
• Assist with other tasks and projects as assigned.

Business Development Consultant

Business Analyst

• Work with the strategic product owner to define features and functionality.
• Collaborate with internal and external customers to document accurate project definition.
• Write accurate user stories and acceptance criteria.
• Support and educate the Product Owner with grooming and maintaining the product backlog.
• Participate in scrum ceremonies.
• Assist the project team in the definition of project deliverables.
• Participate in retrospectives to identify successes and challenges.
• Continually enhance personal skills and adaptability to agile practices.
• Assist in identifying and mitigating project risks.

Business Analyst – IT Business Analyst

Financial Planning and Analysis

• Collaborate with senior leadership to define integration objectives and ensure alignment with the company's strategic vision
• Lead cross-functional teams to ensure seamless integration of operations, systems, and processes
• Develop and implement comprehensive integration plans, including timelines, milestones, and key performance indicators (KPIs)
• Monitor progress and provide regular updates to the executive team and other stakeholders including holding Steering meetings as needed
• Foster a positive and inclusive culture that supports the successful integration of employees from the acquired company
• Lead Gap Analysis and MoSCoW assessment in order to shape project scope and timeline. Facilitate communication and collaboration between different departments or teams to ensure smooth integration of processes and systems
• Identify and resolve integration-related issues or conflicts that may arise
• Develop and implement strategies to improve integration processes and workflows
• Ensure data integrity and consistency across different systems and databases
• Manage integration project managers, to ensure they are completing tasks and delivering on key milestones on time and within budget
• Where applicable, provide or collaborate to provide training and support to users on new systems or processes
• Manage relationships with stakeholders, both internal and external, to ensure successful integration
• A senior executive who oversees the integration of all systems, technologies, processes, and people within an enterprise
• Provides global operational support, including budget, logistics, and human resources to resolve tactical issues and create location-specific processes
• Ensures the successful integration of programs and projects, managing risks, issues, and opportunities
• Develops and implements programs and initiatives to promote social development and integration
• Serves as a trusted advisor to the COO and those overseeing operations and service to ensure alignment with the organization's mission and strategic plan
• Ensures the success of acquisitions, strategic investments, partnerships and successfully integrating large-scale partnerships and acquisitions
• 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

VP, Integration Management – CIT, Financial Services

• Define and drive the product vision and roadmap for Enrollment, Wealth, and Investments products
• Develop and own the product vision with a strong focus on measurable outcomes
• Lead roadmap development in partnership with design, technology, and scrum teams
• Partner with Sales and Marketing to translate the roadmap into compelling external messaging
• Stay current on industry trends and competitive dynamics
• Partner with UX/design teams to plan customer engagement and gather actionable feedback
• Maximize the value of assigned products, features, and/or capabilities across the business

Administration

• Implement, track, monitor, and maintain client non-qualified benefit plan accounts
• Responsible for understanding daily workflow processes required for client plans
• Facilitate daily transactional activity with the Trustee and trading desk
• Serve as the escalation point for participant call center inquiries, ensuring accuracy of plan recordkeeping

Plan Administrator

• The Marketing Manager strategically leads and provides tactical support to champion greater adoption and use of assigned programs and accounts.
• This includes the support of ongoing omni-channel communications needs, product development go-to-market planning, client retention initiatives, point of sales positioning, differentiating thought leadership and account engagement responsibilities based on the position requirements.
• The position manages all aspects of marketing including planning, project management, creation, distribution, and measurement, analysis, and potentially budgeting and vendor management.
• External client and internal stakeholder relationship management is also a large part of this role.
• Be aware and have working knowledge of marketing efforts of other clients and monitor competitor marketing efforts.
• Maintain excellent working relationships with internal partner teams.
• Consult with the client regularly on marketing initiatives (ad hoc and weekly meeting participation).
• Protect, secure, and properly handle 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.

Full-stack Engineer

• Support and scale adoption of the enterprise AI platform by troubleshooting AI behavior
• Identify systemic gaps and drive continuous improvement in platform performance and usage
• Work directly with internal associates to resolve issues
• Partner closely with engineering teams to diagnose root causes across LLMs, agent workflows, tools (MCP), and backend systems
• Investigate and resolve issues reported by users of Agent Assist
• Reproduce issues and trace failures across LLM responses, agent workflows, and orchestration
• Analyze logs, traces, and telemetry (e.g., Langfuse, NewRelic logs)
• Document findings and partner with engineering on resolution leveraging Azure DevOps
• Identify issues stemming from prompting, retrieval (RAG), tool selection, or backend systems
• Propose improvements to agents, skills, prompts, and workflows
• Train internal users on how to effectively use Agent Assist
• Run targeted demos, onboarding sessions, and office hours
• Act as a trusted advisor to client-facing associates

Participant Engagement Consultant

Marketing Manager

Senior Business Systems Analyst

Director – Billing & Collections

Call Center Representative

Senior Staff Accountant

Enrolled Actuary, Specialization

Senior Product Owner, Product Development

Business Development Consultant

Business Analyst – IT Business Analyst

VP, Integration Management – CIT, Financial Services

Product Manager

Plan Administrator

Marketing Manager

AI Platform Software Engineer