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Position Purpose: This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and...
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength ...
The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our...
At Ascensus, technology is more than just a solution. It powers the business that helps millions of people save for what matters—retirement, education, and healthcare. Our technology experts tackle exciting challenges in collaborative teams, but ...
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors ...
Roles & Responsibility: Looking for seasoned transition/project manager with strong knowledge of transition methodology and deep expertise in managing, leading, and reporting multiple transitions for financial domain/business lines. Transforms ...
Role and Key Responsibilites Create Capacity Plans for Enterprise and co-create with partners for their sites Prepare, monitor, and generate appropriate mathematical models and leverage WFM Tools to generate staffing requirements Oversee the ove...
Role Description: Ensuring accuracy on transactions processed Strict adherence non-disclosure of client information by preserving client confidentiality. Taking active participation in process improvements and automation. Ensure Quality Control s...
Role Description: To support daily trade operations of Future Plan Daily Recordkeeping Trade Team and Cash Reconciliation Process. Identify and fix the breaks related to Stocks and Cash receives in Manual Reconciliation (E.g. Dividends, Corporate...
Position Purpose Support the Corporate Finance mission by being a highly qualified professional who adheres to departmental and corporate procedures while processing vendor and employee travel and entertainment payments. Role and Key Respons...
Section 1: Position Summary This position will be responsible for leading a team of Shared Service Associates overseeing the daily operations for the various Ascensus business lines. The Manager will provide front level support to the team and wi...
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