Ascensus

Business Development Rep

• Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners.
• Partner with the RVP to execute territory strategy and drive new and existing business growth.
• Proactively uncover new business opportunities, actively sell FuturePlan solutions, and advance prospects through the pipeline.
• Manage day-to-day sales activity, including pipeline tracking, CRM updates, follow-up, and new business submission.
• Support proposal development, documentation, and full sales lifecycle execution.
• Provide expert guidance on plan design and retirement solutions.
• Deliver customized, client-specific recommendations leveraging FuturePlan’s capabilities.
• Conduct presentations and support industry events to drive engagement and brand presence.
• Educate partners to enhance their ability to win and retain business.
• Monitor territory performance and align activity to sales goals.
• Maintain industry and product knowledge through ongoing learning.
• Partner with internal teams to ensure a seamless client experience.
• Uphold data security standards and demonstrate company values in all interactions.
• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.

Business Development Consultant

Business Analyst

• Model and promote Agile values and principles within the organization
• Work with the strategic product owner to define features and functionality which support our business
• Guides the team and organization on how to use Agile/Scrum practices and values to deliver high business value
• Guides the team on self-organizing and analyzing and adapting to the feedback inputs
• Assesses the Scrum Maturity of the team and organization and coaching the team to higher levels of maturity
• Removes impediments or guiding the team to remove impediments
• Builds a trusting and safe environment where problems can be raised
• Facilitates discussion, decision making, and conflict resolution
• Collaborates with Product Owner to write accurate user stories and acceptance criteria
• Supports and educates the Product Owner
• Assists the project team in the definition of project deliverables
• Participates in retrospectives, identifying successes and challenges
• Completes the accurate and timely updates as required to time and project tracking systems

Senior Business Analyst, IT Project Management

Product Designer

• Shape the long-term user experience vision for web, mobile, and AI experiences that help millions of people achieve their financial goals
• Use design thinking techniques and foster strong collaboration across business, product, design, analytics, and technology to translate business strategy, client insights, and market trends into actionable UX direction for product teams
• Solve complex, large-scale problems and create experiences our clients love and that drive results for the business
• Lead the UX discipline and drive culture and process improvements
• Use creative and technical problem-solving skills to guide UX strategy
• Drive UX strategy, principles, and north-star experiences for the most complex, program-level initiatives
• Present experience vision, strategy, and recommendations to leadership and senior stakeholders to guide execution and decision making
• Partner with leadership across Product, IT, and Analytics to deeply understand core business and user goals to identify new opportunities
• Provide the vision and ensure the necessary alignment to translate those opportunities into concrete, outcome-focused solutions
• Partner with UX research for discovery work, research synthesis, journey mapping, service design, and opportunity framing
• Guide teams in prioritizing user needs, accessibility, and long-term experience value
• Evaluate emerging technologies and industry trends to inform strategy
• Lead experience and design reviews, providing strategic direction, actionable feedback, and quality oversight for designers to ensure alignment to experience vision and standards
• Build strong, collaborative relationships across design, business, development, and analytics teams
• Manage expectations within the team and with clients

Business Development Consultant

Senior Business Analyst, IT Project Management

UX Strategist