Ascensus

Full-stack Engineer

• Design, develop, test, and maintain scalable Java applications using Spring Boot.
• Collaborate with cross-functional teams to define, design, and ship new features.
• Write clean, maintainable, and efficient code following best practices.
• Participate in code reviews and contribute to team knowledge sharing.
• Continuously explore and evaluate new technologies and development practices.
• Leverage AI tools (e.g., code assistants, automated testing, etc.) to improve development efficiency and quality (nice to have).

Senior Software Engineer

Manager

• Responsible for managing a staff of Consultants and Assistants in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services
• Lead the staff in maintaining service standards
• Motivate, lead and support team members to provide excellent customer service
• Conduct interviews and evaluating candidates in the hiring process
• Provide team members with substantive, periodic feedback on performance
• Monitor service levels and phone activity
• Plan and organize workflow to meet service commitments
• Produce weekly/monthly production metrics reports
• Develop staffing strategies for resource allocation to meet business needs and service commitments/objectives
• Coordinate successful training and instruction of new associates
• Develop staff on industry knowledge and professional development
• Develop workflow alternatives for process improvement
• Perform other duties and special projects as assigned

Manager, FuturePlan

Compliance

• Ensure compliance with policies, procedures, laws and regulations
• Manage compliance with BSA/AML/OFAC by performing risk assessments
• Review alerts for suspicious activity and prepare SAR drafts
• Conduct periodic reviews of high-risk accounts and customer due diligence

Compliance Analyst

• Design, build, and maintain scalable and robust applications
• Evaluate, implement, test, document and maintain new and current software applications in aid of achieving the business goals with minimal supervision.
• Create estimates and assist with planning throughout the software development life cycle.
• Facilitate or assist in technical initiatives working with multiple groups
• Establish and enforce development best practices
• Coach and mentor other developers, provide continuous feedback
• Expect and require innovation of her/his team
• Demonstrate passion and convictions and the innate ability to inspire passion in others
• Assist with other tasks and projects as assigned

Senior Software Engineer, IT Software Engineering

QA Engineer

• Performs ongoing and collaborative quality control measures for the overall nonqualified administration and operations teams
• Ensures timely and accurate processing of assigned transactional tasks
• Identifies, analyzes, and proposes resolution of process irregularities and inefficiencies
• Supports NQ admin and operations teams with quality control measures across transactional work and processes
• Responsible for protecting, securing, and properly handling all confidential data held by Newport/Ascensus

Quality Assurance Analyst

Operations

• Team Leadership: Develop, and implement the annual business plan; communicate to leadership and ensure understanding of the plan and alignment to the work and measurables
• Motivate, lead and support leadership team and associates to provide excellent associate direction.
• Ensure talent development and training to respond to clients in a professional and consultative manner.
• Partner with leaders to ensure the creation and management of team deliverables, ensuring that quality and production service level objectives are consistently met or exceeded.
• Provide balanced feedback to leadership regarding performance and areas of improvement, motivation of team and support of the associate experience and empowerment
• Conduct regular staff meeting with leadership and teams providing updates and receiving feedback.
• Provide guidance and support empowerment for leaders to mitigate and address escalated issues.
• Develop leadership competencies, expertise, ability, and experience for career pathing within Ascensus.
• Support team in escalating awareness broadly across appropriate teams’ issues requiring resolution; partner with internal departments to deliver timely resolution.
• Actively seek out ways to improve associate satisfaction and deliver results.
• Serving Clients: Act as senior leader for clients and advisors looking for executive presence in plan level issue situations, audits, and service meetings.
• Serve as senior decision maker on escalated items.
• Drive leadership in monitoring and achieving daily production commitments, SLA and metrics as well as workflows in order to meet operational service commitments.
• Develop professional relationships with internal teams and stakeholders to ensure alignment of approach and satisfaction.
• Strategic Activities: Collaborate with internal clients Employer & Sponsor Services, Participant Services, Relationship Management and Sales to building services and support processes.
• Align department priorities to execute on business plan objectives to maximize revenues, client retention and organic sales.
• Team with executive leadership and peers to create strategy and vision for the Client Operations organization.
• Develop project plans and teams to achieve strategy and vision.
• Develop and drive efficiency plays and enhancements leveraging all Ascensus capabilities to achieve with automation or process refinement.
• Process and Business Management: Own budget planning and align current and future planning activities against budget expectations.
• Ensure that the team’s decision-making processes are guided by data, real time metrics and capacity analysis.
• Educate and empower leadership team on best practice talent strategies for appropriate allocation of resources to meet business needs and operational service commitments/objectives.
• Document, Maintain and Revise operational workflows and Service Standards.
• Monitor and actively manages department expenses and revenue generating activities to meet budget.
• Identify areas of improvement within Ascensus platform including workflows, policies, technology, products etc.
• Develop improvement plans, gain support and execute.
• Work with peers in the senior management team to identify global issues and opportunities for improvement, make recommendations for changes and help implement.
• Responsible for protecting and securing all client data held by Ascensus to ensure against unauthorized access to and/or improper transmission of information that could result in harm to a client.
• Maintain and establish the environment enabling Operations teams to live by 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.

Head of Disbursements Operations

Consultant

• Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting
• Handle client meetings both in person and via phone
• Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations
• Assist clients with all initial and ongoing plan design and document needs
• Promote awareness and educating all clients regarding their obligations with the IRS and DoL regulations
• Maintain up-to-date knowledge of present legislation and proposed legislative changes with regard to ERISA law
• Accountable for all aspects of valuation reports, participant statements and annual testing
• Review distribution paperwork and coordinate processing of distributions with asset holder
• Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
• Coordinate with all applicable parties to ensure accurate conversion process for new clients

Retirement Plan Consultant – Defined Benefit Plans

Content Writer

• Lead the creation, coordination, and submission of high-quality RFP, RFI, and due diligence responses
• Collaborate with Product, Relationship Management, Business Development, and cross-functional stakeholders including Legal, Compliance, and Operations to gather accurate and relevant content
• Write clear, well-structured, and persuasive responses tailored to the needs of each prospect or client
• Ensure responses are complete, compliant with requirements, and professionally presented
• Manage complex proposal timelines, delegate tasks, track inputs, and ensure timely delivery of all response materials
• Maintain and continuously improve a centralized proposal content library (e.g., in RFPIO or Loopio)
• Apply editorial rigor and detail orientation to ensure grammatical accuracy, formatting consistency, and tone alignment across all content
• Lead the creation, refinement, and management of high-impact pitch decks, Finals presentations, and Due Diligence materials to support strategic business development and client engagement efforts.
• Contribute to the improvement of internal proposal processes and documentation practices