Ascensus
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Financial Services
Handles recurring financial operations, including RIA and TPA fee processing, payment distribution, database maintenance, revenue allocation, fee equalization, invoicing, journal entries, reconciliations, commission payments, reporting, and quality control. The role resolves advisor and third-party inquiries, coordinates custom reporting, supports system tickets, and manages multiple concurrent priorities while maintaining compliance and service quality.
Financial Services
The Principal DevOps Engineer will lead technical direction for DevOps practices, design CI/CD pipelines, manage cloud-native architectures, and mentor teams to optimize delivery processes.
Financial Services
Owns enterprise endpoint architecture and strategy across Windows, macOS, and mobile platforms for approximately 7,500 endpoints. Leads Microsoft Intune, Autopilot, Apple Business Manager, Entra ID, Group Policy, provisioning, patching, application packaging, endpoint security, mobility services, hardware standards, vendor relationships, licensing, and lifecycle management. Provides technical governance, automation, incident support, and cross-functional leadership without direct supervision.
Financial Services
Develop, test, document, deploy, and maintain software applications using engineering best practices. Collaborate with Scrum team members, developers, quality engineers, operations, and support engineers to deliver reliable solutions. Participate in software development planning, design discussions, process improvement, continuous integration and deployment, automation, and legacy code modernization. Apply object-oriented design, data structures, algorithms, RESTful services, unit testing, and Agile development practices while protecting confidential information.
Financial Services
Leads Ascensus Retirement’s institutional and strategic partner business, owning partner-channel growth, retention, profitability, P&L, client satisfaction, and new partner acquisition. Develops strategic partner plans, executive relationships, sales enablement models, pipeline discipline, and cross-solution expansion opportunities. Oversees relationship management talent, budgets, compliance, client risk mitigation, and performance scorecards while coordinating product, marketing, operations, technology, finance, and sales teams.
Financial Services
Process and manage incoming mail requests for 529 plans: sort, open, scan, archive, and transmit time-sensitive checks. Provide client service, follow documented procedures, ensure data security, meet productivity and quality standards, and support team projects during peak season.
Financial Services
The Data Program Architect shapes the architecture for the enterprise data platform, ensuring compliance, scalability, and effective data management; leads design for data systems, selects tools, and collaborates with cross-functional teams to align technology with business goals.
Financial Services
Drive territory sales by building and expanding relationships with advisors, consultants, plan sponsors, and institutional partners. Support RVP in territory execution, pipeline management, proposal development, and CRM updates. Provide consultative retirement plan guidance, deliver presentations and events, monitor performance versus goals, and collaborate with internal teams while maintaining compliance and product knowledge.
Financial Services
The Account Services Representative assists Client Service Managers in providing top-notch service, resolving client requests, coordinating transactions, generating reports, and managing projects efficiently.
Financial Services
Serve as the primary relationship contact for institutional trust and fiduciary accounts, including Fortune 500 retirement plans. Manage client service, account onboarding, documentation, deliverables, inquiries, trade and transaction oversight, participant communications, audits, and annual reviews. Coordinate with trust administrators, operations, finance, legal, and senior management while identifying cross-selling opportunities and ensuring procedural compliance.
