Head of Money Out/Disbursements Operations
Ascensus job in Dallas, TX
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
The Head of Money Out Operations is responsible for leading several teams of associates and developing strong working relationships with our internal clients. This position will be involved in defining the operational (Money Out) strategies to efficiently meet client expectations; developing the process and implementation of an annual business plan; maintaining a high level of customer service; developing and maintaining strong operational controls; recruiting and coaching leadership staff; crafting long-term strategic planning; and creating and monitoring budgets. The role will drive continuous improvement and fundamentally transform the day-to-day business overseeing strategic objectives, regulatory activities, and technological innovations to better the business.
There is only one position. Preference is candidate to be Hybrid to Dresher PA or Newton, MA locations. Remote candidates will be considered.
Responsibilities:
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.
Additional Requirements:
Bachelor's degree in business administration, Management, Finance or equivalent work experience
10 years' industry experience (with money out/disbursements) and at least 8 years of leadership experience of leadership roles and functions
Demonstrated ability to lead with strong management skills
Excellent written and oral communication skills
Professional demeanor and experience with client meetings
Excellent analytical and problem-solving skills
Must be detail oriented and be able to work well within given timeframes and standards
Familiarity MS-Office software applications, including Excel, PowerPoint, Word, & Visio (familiarity with Access preferred)
The national average salary range for this role is $150K-190K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyEnrolled Actuary
Ascensus job in Dallas, TX
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. 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 the expectations, guidance and direction provided by the FuturePlan Lead Actuary and organizational standards. Serve as an expert in the valuation, administration and compliance of Defined Benefit and Cash Balance plans.
Section 2: Job Functions, Essential Duties and Responsibilities
* Review, prepare and/or certify client projects and ensure accurate client deliverables including:
* Actuarial valuations and reports
* Benefit statements
* Plan documents, amendments, employee communications (SPDs, etc.)
* Work performed by other teams as necessary (e.g., Benefit calculations, Form 5500s and PBGC premium forms)
* IRS determination filings and PBGC (Form 500 series) termination submissions
* ASC 715/960
* Perform and review combined plan non-discrimination testing
* 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
* 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.
* Our I-Client service philosophy and our 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.
* Assist with other tasks and projects as assigned
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree in actuarial science, math or math related field
* Enrolled Actuary designation with 5 years industry experience
* Advanced understanding of:
* Pension law
* Plan documents and IRS favorable determination letters
* Actuarial valuations and software systems
* Excellent technical/analytical skills
* Ability to research technical issues
* Ability to explain technical issues to all levels of associates
* Good verbal and written communication skills
* Demonstrated expertise with Microsoft Office, particularly Excel applications
* Demonstrated expertise with industry recognized pension valuation software
* Detail and accuracy oriented
* Good time management skills
* Team Player
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Embedded Risk Associate
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
Being a member of the Embedded Risk Team, the Associate will enable effective and efficient strategy execution and comprehensive management of risk, resilience, and governance priorities for our clients. The group's operating model and evolving framework led from the first line supports Clearing & Securities Services through collaboration and shared accountability across the three lines of defense. In addition, the Embedded Risk Associate will work with the three lines of defense in reviewing and monitoring the risks associated with Clearing & Securities Services. This includes all aspects of risk, including but not limited to, credit, market, liquidity, operational, legal and compliance, technology, systemic, and other risks.
Your Primary Responsibilities:
Responsible for the production and maintenance of the Operational Risk Profiles on a quarterly basis, in addition to the supplemental monthly summaries for each of the respective Legal Entities. Monitor and manage key risks in existing business areas and new products to ensure that the highest quality and most relevant risk data is captured, aggregated, analyzed, and reported as part of the overall Risk Profile process
Execution of the risk management framework, including the identification, assessment, monitoring, and reporting of risks associated with applicable business area in alignment with the enterprise strategic priorities and performance management framework, and the Corporate Risk Framework Policy
Align risk and control processes into day-to-day responsibilities to mitigate, monitor, and bring up risks appropriately, including the timely resolution of incidents (e.g., coordination with all relevant partners, including Product Management & Global Business Operations, Major Incident Management [“MIM”])
Identify and monitor metrics and reporting to measure the risks within the Business Unit on an ongoing basis and share relevant, useful, and timely information with all relevant partners
Work across the lines of defense as needed in the identification, remediation, and sustainability of issues and action plans developed as a result of operational risk incidents
Support the Operational Risk function in the management and reporting of risk tolerances, risk acceptance, and the ongoing monitoring of third-party risks
Work with the Systemic Risk Office to periodically update all pertinent Links Reviews and assist in initiating documentation for any new links that may be established for the organization
Collaborate with the New Initiatives Office (NIO) and Product managers in the development of new offerings to gain reasonable assurance that the necessary controls are in order and that all pertinent scenarios that may impact the initiative have been thoroughly reviewed
Partner with organizational groups within the Agile parameters to help develop functionality and processing for the firms current and developing service offerings. Ensure that the necessary controls and guidelines are in place to perpetuate maximum efficiency and safety
Develop, communicate, and monitor adherence to department policies, procedures and standard methodologies that most effectively anticipate, manage, and reduce risk to DTCC and its participants; foster an environment of regulatory awareness and compliance
Support broader FLRC program execution as needed to strengthen risk and control focus, proactive risk identification, continuous improvement, and transparency, and promote responsiveness and resiliency
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Minimum 4 years of related experience
Bachelor's degree (preferred) or equivalent experience
Talents Needed for Success:
Inspire different approaches or ways of working
Inspire teams to constructively challenge established views
Present information clearly in writing and orally in larger group settings
Convince others on key topics by presenting persuasive arguments and alternative approaches
Set an example for others by personally embracing change
Build ownership for change by empowering others to lead change initiatives
We offer top class training and development for you to be an asset in our organization!
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyWorkplace Design and Services Intern [2026 Internship Program]
Dallas, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
About our Internship Program:
The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE.
What to expect as a DTCC Intern:
* Access to senior leaders
* Workshops for skill-building and career development
* Participation in employee resource groups
* Team volunteering with local charities
* A sense of community
* Assigned a mentor throughout the summer
* A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
The Workplace Design and Services department is responsible for designing, building, and servicing our offices across North America, Asia, and Europe. We focus on creating workplaces that encourage our employees to be productive, collaborative, and effective in their jobs. In total, we manage 15 global sites.
Over the past several years, as DTCC has expanded internationally, our real estate portfolio has grown to support our business needs. As a result, the Workplace Design and Services team has positioned itself as a strategic partner to help our businesses capitalize on growth opportunities, while helping ensure our cost structure remains competitive.
Your Primary Responsibilities:
* Assist the DTCC WDS team in various operation, maintenance, and facility improvement projects
* Track site operational metrics, including energy consumption and operation/maintenance effectiveness
* Coordinate and monitor project schedules, oversee deliveries and installation, help monitor construction activities, review construction documents and support team meetings of architect, engineers, contractors, internal design team and multi-departmental users
* The intern will have exposure and input for facility improvement projects that enhance energy use efficiency, resulting in an overall reduction in DTCC's Carbon Footprint
* NOTE: The Primary Responsibilities of this role are not limited to the details above. *
Selection and Program Timeline: (timing may vary)
* August - October 2025: Applications open
* October - December 2025: Interview and Selection process
* January - May 2026: Early engagement and onboarding process
* June 2026: Start of program
Qualifications:
* Candidates must be working towards a bachelor's degree in the following curriculums: Architecture, Engineering or related field of study
* Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future)
* Candidates must have minimum of a 3.2 GPA
Talents Needed for Success:
* Must demonstrate superior analytical, problem-solving, and critical-thinking skills
* Communications skills, including written, oral and presentation
* Strong interest in the financial services industry, with previous internship experience a plus
* Ability to read architectural and engineering building drawings
* Familiarity with Word, Excel, and PowerPoint
* Familiarity with AutoCAD or similar CAD program
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Application Security Assurance Senior Associate
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
This role is part of the Application Security Assurance team, which is responsible for ensuring secure software delivery across the enterprise. We integrate security into the Software Development Life Cycle (SDLC) using tools such as SAST, DAST, SCA, and container security, while also driving governance through DAVS ASPM and VAST. Our team collaborates closely with developers, product owners, and vendors to proactively manage application risks. This work directly supports DTCC's broader mission of operational resilience and regulatory compliance.
The individual in this role will play a key part in strengthening our application security capabilities by leading the hands-on execution of SAST and DAST activities. This position is critical for effective communication across multiple stakeholders-including developers, product owners, and governance teams-to ensure secure software delivery.
Additionally, the role supports our strategic shift toward automated, scalable security practices, helping to maintain compliance and resilience. Overall, it enhances our ability to proactively manage risk and embed security throughout the SDLC.
Primary Responsibilities:
Execute and manage SAST and DAST scans using tools like Veracode, Fortify, and WebInspect.
Analyze scan results and coordinate remediation with development teams.
Integrate security tools into CI/CD pipelines to support shift-left security.
Communicate findings and collaborate with developers, product owners, and governance leads.
Track metrics, document findings, and contribute to secure SDLC practices.
Qualifications:
Minimum of 6-8 years of related experience.
Bachelor's degree preferred or equivalent experience.
Talent needed for success
Strong hands-on experience with SAST and DAST tools.
Solid understanding of DevSecOps practices and CI/CD integration.
Excellent communication skills to engage cross-functional teams.
Familiarity with OWASP Top 10, secure coding standards, and vulnerability management.
Experience with tools like SonarQube, Checkmarx, Veracode, and Burp Suite is preferred
Preferred Certifications
Candidates with one or more of the following certifications are strongly encouraged to apply:
CSSLP - Certified Secure Software Lifecycle Professional (ISC²)
CASE - Certified Application Security Engineer (EC-Council)
GSSP-JAVA / GSSP-.NET - GIAC Secure Software Programmer (SANS)
CAST - Certified Application Security Tester (IACRB)
GWAPT - GIAC Web Application Penetration Tester (SANS)
OSWE - Offensive Security Web Expert (OffSec)
eWPT / eWPTX - eLearnSecurity Web Application Penetration Tester (Basic/Advanced)
PNPT
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplySenior Application Penetration Tester
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Technology Risk Management (TRM) is responsible for setting strategic direction in the areas of IT Risk and Information Security. Maintains corporate security policies and control standards, acts as a second line of defense via a robust collection of risk and control assessments, reports to leadership and the Board on the status of the IT Risk and Information Security Programs, acts as an operational arm for monitoring threat intelligence, understanding when threats are being targeted against the firm, and responding to potential incidents, and serves as the main interface for Regulatory and Client reviews that focus on IT Risk and Information Security. The Application Security Assurance program implements a variety of AppSec (Application Security) technologies, controls, tools and processes to ensure delivery teams are able to adhere and align with the Secure System Development Lifecycle to protect DTCC applications from existing and emerging security risks & improve application risk posture.
Primary Responsibilities:
Act as a technical guide on one or more applications used by DTCC
Perform Ethical Application Penetration Testing (EAPT) on web applications and APIs in alignment with DTCC processes and control standards.
Provide assistance to developers by detailing reported vulnerabilities and recommending remediation steps.
Ensure excellent coordination across various teams within DTCC to support security initiatives.
Conduct application security assessments, risk analysis, vulnerability testing, and security reviews across DTCC's businesses.
Monitor and mitigate risk, bringing up issues as required.
Contribute to and maintain secure coding standard methodologies and related guidelines.
Perform industry research on emerging application security technologies and trends to improve detection and reporting of security risks.
Mitigate risk by following established procedures, monitoring controls, spotting key errors, and demonstrating strong ethical behavior.
Collaborate with developers and AppSec teams to ensure alignment to Secure System Development Lifecycle (SDLC).
Contribute to testing efforts across a large portfolio (~300 applications annually) as part of the AppSec Defensive team.
Qualifications:
Minimum of 6-8 years of related experience.
Bachelor's degree preferred or equivalent experience.
Talent needed for success
Hands-on experience in manual application penetration testing for web apps and APIs.
Strong proficiency with penetration testing tools (Burp Suite, OWASP ZAP, etc.).
Knowledge of secure coding practices, dynamic analysis, and vulnerability identification.
Ability to communicate technical findings and remediation steps clearly to developers.
At least one certification:
Burp Suite Certified Practitioner
OSWA (Offensive Security Web Assessor)
OSWE (Offensive Security Web Expert)
GWAPT (GIAC Web Application Penetration Tester)
Understanding of Secure SDLC and regulatory compliance requirements.
Research-oriented mindset to adopt emerging security trends.
Strong collaboration and communication skills.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyStrategic Business Consultant, Retirement Sales
Ascensus job in Dallas, TX
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.
Section 2: Job Functions, Essential Duties and Responsibilities
* Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
* Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
* Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
* Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
* Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
* Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
* Delivery of customized book of business reporting to create efficiencies for your advisors
* Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
* 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.
* Our I-Client service philosophy and our 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.
Section 3: Experience, Skills, Knowledge Requirements
* Deep knowledge of the retirement plan industry, 7+ years' experience preferred
* Demonstrated ability to build and manage relationships
* Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
* Excellent analytical and problem-solving skills
* Ability to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Ability to travel as required
* Highly organized with the ability to effectively prioritize key issues and deliverables
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Director Test Engineering
Dallas, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
* Competitive compensation, including base pay and annual incentive
* Comprehensive health and life insurance and well-being benefits, based on location
* Pension / Retirement benefits
* Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
* DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The Test Engineering Director will oversee and execute integration and validation efforts across FICC applications and their upstream and downstream systems. The Enterprise Test Engineering (ETE) group is responsible for ensuring that all applications and systems adhere to defined quality standards. This role is pivotal in maintaining data integrity, functional accuracy, and operational readiness throughout the full trade lifecycle. The Director will lead an end-to-end testing team and work closely with cross-functional partners to coordinate business cycle runs, support performance and resiliency testing, and validate readiness for client-facing environments. Responsibilities include developing, conducting, and evaluating testing processes while collaborating with developers to remediate system defects. The position requires deep expertise in automated testing tools and quality assurance methodologies, including the creation of reusable, foundational test automation frameworks for the organization. The Test Engineering function provides centralized, independent quality assurance services across the firm, encompassing both functional and non-functional testing for all products, services, and applications. The Director will design, develop, and maintain automated testing solutions, offering testing expertise, oversight, and strategic direction to ensure solutions meet design specifications and deliver intended functionality.
Your Primary Responsibilities:
* Coordinate and perform end-to-end testing across FICC applications and related LOBs.
* Validate trade data flow between systems and LOBs.
* Certify readiness for client testing in PSE environments.
* Attend FICC-specific project and scrum meetings to understand scope and proactively plan testing activities.
* Execute FICC Business Cycle runs in QA environments to verify integration across squads.
* Support coordinated testing in lower environments across FICC and all other interfacing systems.
* Maintain intermediate data stores for regression test reuse and orchestration.
* Act as a single point of contact for integration testing across systems.
* Engage with upstream and downstream teams to ensure test data availability and flow.
* Support external testing coordination with clients and partners.
* Directs and ensures smooth workflow within the team by staying informed with key elements of the organization and communicating key messages in a timely manner.
* Oversees and influences the professional development of team personnel by cultivating programs and initiatives to augment skills and capabilities
* Control the Demand Management process, supporting leadership in the planning the required resources for future projects, smoothing supply peaks and troughs
* Manages team's budget by supervising planned versus actual expenditures and identifying root causes of noted variances
* Cultivates a strong organizational network by prioritizing relationships across the enterprise
* Influence designs towards re-usable IT components and services keeping in mind test validation and automation principles
* Accountable for the preparation and execution of end-to-end and automated test plans and execution activities
* Contribute SME insights and collaborate with teams to identify the root cause of application issues
* Ensure team's adherence to departmental and organizational policy and procedures
* Review test strategies with collaborators to validate comprehensive coverage and obtain feedback
* Responsible for the provisioning of test environments for the team, and assist with coordination to resolve issues
* Mitigates risk by following established procedures, spotting key errors and demonstrating strong ethical behavior.
NOTE: The Primary Responsibilities of this role are not limited to the details above.
Qualifications:
* Minimum of 10 years of related experience
* Bachelor's degree preferred or equivalent experience
* Proven experience in integration testing across multiple environments.
* Strong background in designing and implementing end-to-end automation testing frameworks
* Familiarity with AI-driven tools for testing (strongly preferred)
* Excellent communication and coordination skills across technical and business teams.
Talents Needed for Success:
* Inspires different approaches or ways of working.
* Inspires teams to constructively challenge established views.
* Presents information clearly in writing and orally in larger group settings.
* Convinces others on key topics by presenting persuasive arguments and alternative approaches.
* Sets an example for others by personally embracing change; Builds ownership for change by empowering others to lead change initiatives.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Senior IT Business Management Analyst
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
We're seeking a highly organized and creative Junior Analyst to join our Operation Automation team. This role is ideal for someone who thrives in a fast-paced environment, enjoys solving problems, and has a passion for clear communication and impactful training. You'll play a key role in supporting technical documentation, developing presentations, and coordinating training sessions that drive automation and operational excellence.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Create Technical Documentation: Draft and maintain user guides, process documentation, and training materials using Microsoft Word and SharePoint.
Design PowerPoint Presentations: Build engaging and visually appealing decks for internal meetings, training sessions, and leadership briefings.
Manage & Conduct Training Sessions: Coordinate logistics, prepare materials, facilitate sessions, and track attendance and feedback.
Communicate with Stakeholders: Collaborate across teams to gather requirements, share updates, and ensure alignment on deliverables.
Solving Problems Creatively: Identify issues, propose solutions, and contribute to process improvements with a fresh perspective.
Support Reporting & Metrics: Assist with tracking KPIs and maintaining dashboards using Excel and Power Apps.
Qualifications:
Minimum of 2 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Strong proficiency in all Microsoft products and services
Excellent organizational and communication skills.
Ability to work independently and manage multiple priorities.
A creative mindset and a proactive approach to problem-solving.
Experience with Power Apps, SharePoint, or BI tools is a plus.
Marketing and or Professional teaching skill a plus but not required
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyOperations Manager
Grapevine, TX job
Compensation: $75,000-$95,000 (commensurate with experience) Employment Type: Full-time, Exempt
About the Role
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, seeking an experienced and process-oriented Operations Manager to join our growing wealth management practice. This role will serve as a key operational leader-helping to streamline workflows, oversee practice initiatives, and ensure consistent, high-quality execution across the team.
The ideal candidate is someone who thrives on structure, organization, and efficiency. You'll work closely with firm leadership to implement systems that support both client service excellence and internal collaboration-keeping projects and priorities moving forward with precision.
Key Responsibilities
Oversee the day-to-day operational functions of the practice, ensuring smooth processes and timely execution.
Lead the implementation and adoption of new systems and tools, such as MoneyGuide and other practice management platforms.
Partner with advisors and staff to evaluate, refine, and document workflows for greater efficiency and consistency.
Serve as a central resource for communication and accountability, ensuring tasks are completed and initiatives stay on track.
Assist with training and process rollouts, helping team members adapt to evolving systems and expectations.
Identify opportunities to improve the client and team experience through streamlined operations, automation, and best practices.
Maintain confidentiality, professionalism, and alignment with Ameriprise compliance and operational standards.
Qualifications
5+ years of experience in financial services, preferably within an Ameriprise-affiliated or similar wealth management practice.
Strong understanding of industry systems, terminology, and operational workflows.
Proven ability to manage multiple priorities, coordinate across teams, and deliver on deadlines.
Experience with practice management or CRM systems (e.g., Salesforce, MoneyGuide, or similar).
Exceptional communication, problem-solving, and leadership skills.
Ability to take initiative and bring order to complex projects or competing priorities.
Preferred Attributes
Demonstrated ability to lead without micromanaging-creating alignment and structure while empowering others.
A natural inclination for organization, process design, and follow-through.
High level of emotional intelligence and ability to foster collaboration and accountability.
Experience supporting a fast-paced, high-performing advisory team.
Compensation & Benefits
Competitive base salary of $75,000-$95,000, depending on experience and scope of leadership responsibilities.
Comprehensive benefits package, which may include:
50% of health insurance premium paid for employee only, up to a monthly maximum. Dental, vision and disability insurance also available.
Paid time off and paid holidays
Simple IRA with employer match
Group term life insurance
Opportunities for professional development and growth
About Our Practice
LifeBranch Wealth Partners is a Private Wealth Advisory Practice with Ameriprise Financial, dedicated to helping clients manage their financial lives with clarity, purpose, and confidence. Guided by values of trust, dependability, and teamwork, we provide personalized, holistic planning that supports clients through every stage of life. As a Forbes Best-in-State Wealth Management Team (2025), we're proud of our culture of integrity, service, and collaboration - and we're seeking someone who can bring structure, energy, and operational excellence to our next chapter of growth.
To Apply:
Please submit your résumé and a brief cover letter outlining your experience in financial services operations.
Equal Opportunity Employer
We are an equal opportunity employer and value diversity at all levels of the organization. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
Auto-ApplyFinancial Advisor
Plano, TX job
Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a respectful, supportive environment that encourages you to perform at your peak!
We offer a competitive base salary plus uncapped monthly bonus opportunities and a full employee benefits package to support your wellbeing. You'll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. We will provide tools and support to help you obtain your required licenses/credentials, and we'll cover your licensing and training costs. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
Key Responsibilities
• Attend and engage in coaching and training led by the leadership team and established advisors.
• Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
• Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
• Schedule and conduct financial planning and advice meetings with clients and client prospects.
• Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
• Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
• Build a book of business as a stand-alone Ameriprise Financial advisor.
• If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
• Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.
Required Qualifications
• 3+ years of work experience with a proven track record of success.
• Have a network of personal and professional contacts within the local area that you may engage for referrals.
• Showcase a background in building strong relationships and delivering superior client service.
• Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
• Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
• Four-year college degree, or equivalent
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
• Willingness and desire to be part of a coaching relationship and peer learning environment.
• Proven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER™ professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Sales
Line of Business
AAG Ameriprise Advisor Group
Auto-ApplyEmbedded IT Risk Specialist
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The IT Risk Management Associate will provide audit support (external and internal), participate in risk management activities (i.e., Management Control Testing), and partner with the project management office function, from inception to completion, to effectively assess and manage internal controls. The IT Risk Management Associate will support departmental initiatives and projects by coordinating activities, with the IT subject matter experts and the business risk management team to help drive process improvement. This position is highly visible and will support all levels of management to help achieve goals and objectives. The IT Risk Management Associate must possess excellent communications skills, both written and verbal, have a strong work ethic, and an inquisitive mind.
Your Primary Responsibilities:
Participate in domain initiatives / projects - provides governance and process support to the domain while helping to ensure adherence to internal system development processes.
Teamwork - partners with other IT Risk Managers to identify best practices and monitors adheres to standard processes
Documentation - coordinates process reviews for internal and external audits, Compliance, and Technology assessments using the Process Risks and Controls (PRC) Framework
Partners with control functions and other IT Risk Managers to support other internal reviews or assessments.
Contribute to the development of Management Self-Identified issues and manages the Issue Management process including reporting for the domain
Performs Management Control Testing to assess control design and effectiveness and document results
Review standards, policies, and procedures and perform a rationalization assessment to minimize duplicative guidelines.
Participate in issue sustainability assessments to prevent repeat issues
Support the Process, Risks and Controls framework by identifying control improvements
Qualifications:
Minimum of 4 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Familiarity with audit and risk management principles
Bachelor's degree preferred
Experience in IT and/or Financial Services; Familiarity with software development or equivalent experience is preferred
Effective Communication Skills
Good Time Management Skills
Have a great work ethic, be willing to learn, and can think big picture
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyManager, MS Dynamics CRM
Ascensus job in Dallas, TX
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Manager; CRM Administration Support will lead and manage the CRM Administration team, providing primary support for Microsoft Dynamics CRM and Salesforce Service Cloud, along with ancillary applications. This role will oversee the maintenance, management, and administration of both platforms, ensuring optimal performance and alignment with business objectives. The Manager will guide customization of forms, fields, views, reports, and dashboards, and will be responsible for developing and maintaining custom validation rules and workflows. Additionally, this role will foster team development, set priorities, and ensure delivery of high-quality solutions across both CRM ecosystems.
Section 2: Job Functions, Essential Duties and Responsibilities
Leadership & Management
* Directly manage and mentor CRM Administration team members, providing coaching, performance feedback, and professional development opportunities.
* Set team goals, prioritize tasks, and allocate resources to ensure timely delivery of projects and support requests for both Microsoft Dynamics CRM and Salesforce Service Cloud.
* Foster a collaborative, high-performing team culture aligned with organizational values.
* CRM Administration
* Oversee daily monitoring, troubleshooting, and performance analysis of Microsoft Dynamics CRM and Salesforce Service Cloud.
* Manage security, configuration, user support, and training for both platforms.
* Execute design tasks and collaborate with stakeholders to drive product increments and enhancements.
* Identify and implement product improvement opportunities to increase efficiency, productivity, and end-user adoption across both systems.
Strategic Collaboration
* Partner with Product Owners and business leaders to align CRM capabilities with organizational priorities.
* Provide process and documentation overviews to support company initiatives such as Disaster Recovery and audits.
Compliance & Risk Management
* Ensure adherence to data security standards and protect all client data against unauthorized access or transmission.
* Lead Disaster Recovery testing and maintain documentation for both CRM platforms.
* Continuous Improvement
* Promote ongoing learning and technical development within the team.
* Stay current with CRM trends, architecture, and best practices through training and industry engagement.
Other Responsibilities
* Support additional tasks and projects as assigned.
* 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.
* At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
* Direct Reports: CRM Administration team members
* Reports To Head of Technology; Corporate Development
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree or equivalent work experience.
* Minimum 7+ years of experience with Microsoft Dynamics CRM and Salesforce Service Cloud, including administration and customization.
* Proven experience in team leadership or management, including mentoring and performance management.
* Strong understanding of CRM security configuration and workflow management.
* Excellent analytical, organizational, and communication skills.
* Ability to translate business challenges into technical solutions.
* Experience working with third-party applications such as Data8, ClickLearn, ClientPoint, etc.
* Knowledge of PC applications including SQL and MS Office products.
* Travel requirement up to 10% annually.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
The national average salary range for this role is $130-140k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
Counterparty Credit Risk Analyst [2026 EDGE Program]
Coppell, TX job
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
About the EDGE Program:
The Exploration, Development, Growth and Experience (EDGE) Program supports DTCC's commitment to identify and select diverse early career talent across the organization, ensuring you have a comprehensive understanding of our industry, our company, the technical / functional skills needed for the various business areas, and the leadership competencies needed for overall success within DTCC.
What to expect as an EDGE Analyst:
A program that provides accelerated development opportunities designed to cultivate the future leaders for DTCC
Week-long orientation
A comprehensive learning and engagement plan
Assigned to your own mentor and EDGE buddy to gain a well-rounded view of the company
Networking and exposure to senior management
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
The Counterparty Credit Risk (CCR) team is responsible for assessing the financial stability of DTCC's member firms, treasury investment counterparties, line of credit providers, and critical third parties. CCR reviews financial statements and other relevant information to assess these firms' credit risk profiles.
The Counterparty Credit Risk Analyst will be responsible for monitoring the credit risk profile of firms consisting primarily of banks and broker-dealers. This credit risk monitoring process includes annual reviews, ongoing surveillance of monthly/quarterly financial data, ongoing surveillance of negative news, maintenance of the credit risk rating matrix (CRRM) model, and other ongoing monitoring. The CCR Analyst will also become familiar with new accounting and regulatory developments, as well as macroeconomic trends, which impact member firms.
The CCR Analyst will also assist on various projects such as gathering and reviewing financial statements, analyzing current procedures to identify opportunities to streamline processes, and coordinating with other departments on initiatives such as automating processes.
Your Primary Responsibilities:
Analyze financial documents to identify credit risks and mitigants, and to assess trends in financial institutions (e.g., banks, broker-dealers, insurance companies, hedge funds, etc.) capital adequacy, profitability, asset quality, and liquidity/funding management
Work with internal departments, including Market Risk, Product Management, Relationship Management, Legal, and Compliance, to maintain visibility when assessing potential risks or concerns with new applicants
The analyst will be the main point of contact for the new applicant and will be responsible for running and coordinating due diligence calls
Review new member full-service applications to assess whether the applicants' financial condition meets DTCC member requirements
Adhere to risk-related policies and standard processes of CCR
Analyze and assess Investment Counterparties and Line of Credit Providers and occasionally Third-Party Vendors
Demonstrate the behaviors and proficiencies that build a risk management mentality in the organization
Demonstrate regulatory awareness and compliance and ensure adherence to risk-related policies and standard methodologies
Ensure compliance with CCR's policies and procedures
*NOTE: The Primary Responsibilities of this role are not limited to the details above. *
Qualifications:
Candidates must be working towards a bachelor's degree in the following curriculums and graduating no later than May 2026: Business, Economics, Finance or Accounting
Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future)
Candidates must have minimum of a 3.2 GPA upon graduation
Talents Needed for Success:
Excellent knowledge of financial statement analysis for various financial institutions, particularly banks, broker-dealers and hedge funds.
Fundamental credit analysis skills, including knowledge of CAMELS and other rating systems
In-depth understanding of regulatory rules and regulations
Effective interpersonal skills, both oral and written
Selection and Program Timeline: (
timing may vary)
August - October 2025: Applications open
October - December 2025: Interview and Selection process
January - July 2026: Early engagement and onboarding process
July 2026: Start of program
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplySoftware Development Engineer in Test
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
The Development family is responsible for creating, designing, deploying, and supporting applications, programs, and software solutions. May include research, new development, prototyping, modification, reuse, re-engineering, maintenance, or any other activities related to software products used internally or externally on product platforms supported by the firm. The software development process requires in-depth subject matter expertise in existing and emerging development methodologies, tools, and programming languages. Software Developers work closely with business partners and / or external clients in defining requirements and implementing solutions.
The Software Development Engineer In Test (SDET) role encompasses automation development and execution, functional, and non-functional testing. The SDET role specializes in the design, development, execution, and maintenance of automated tests to ensure the quality of software products. Partners with team members to understand software requirements and implement automated tests that validate the functionality while considering privacy and security requirements
Your Primary Responsibilities:
Apply different software development and testing methodologies, tools, and technologies
Develop, implement, and maintain automated tests across the delivery lifecycle
Maintain traceability from user stories through test cases to automated scripts
Identify dependencies for environmental and data requirements.
Develop applications and construct unit test cases that ensure compliance with functional requirements
Follow design and code standards, contributing to continuous improvement discussions
Align risk and control processes into day-to day responsibilities to monitor and mitigate risk; advances appropriately
Create and maintain system documentation
Support senior team members to implement solutions using software delivery guidelines
Work with peers to mature ways of working, contributing to continuous testing within the software delivery processes and integrate automated test with CI/CD pipeline
Partner with team members to understand software requirements and design automated tests that validate the functionality
Collaborate with internal and external teams on development, testing, solving, and improve overall software quality
Aligns risk and control processes into day to day responsibilities to monitor and mitigate risk; advances appropriately
Qualifications:
Minimum of 4 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Hands On experience with test automation frameworks and tools, such as Selenium, JUnit, TestNG, etc. as well as CI/CD technologies (e.g. Cloudbees, Bitbucket, Jenkins, Cucumber, Git, JUnit, Jira etc.).
Extensive experience with testing modern scripting language-based components.
Strong experience with automated testing and test-driven development
Detailed understanding of regression testing, Smoke & Sanity testing, compatibility testing, system functional testing, user acceptance testing etc.
Knowledge of software testing methodologies and techniques, including unit testing, integration testing, and functional testing
Expert and hands on with backend test automation using Rest Assured/Karate for API testing. JDBC/JPA for database testing (Oracle/ DB2/ Snowflake).
Develop, maintain, and implement functional and automated test scripts using Java and testing frameworks.
Proficiency in at least one programming language (Java, Python, C#, etc.)
Skilled in designing, developing, and accomplishing automated test scripts using tools such as Chef InSpec, Jenkins, Ansible, and custom-built frameworks
Ability to interpret technical designs and specifications and design automated solutions accordingly.
Knowledge of Databases and SQL preferred.
Should know the Defect Management using ALM and Agile/Scrum management through JIRA, Defect Triaging, Defect Status Reporting and Tracking
Familiar with Git for source code management and experienced in setting up Continuous Integration/Continuous Deployment (CI/CD) pipelines to streamline test automation workflows Knowledge of automation standard and guidelines including experience with XPath axes and CSS selectors
Experienced in Agile/Waterfall, onsite/offshore work model and coordination.
Excellent problem-solving skills and attention to detail
Excellent written and verbal communication skills
Strong teamwork and collaboration skills
Skilled in Performance and resiliency Testing methodologies & Tools
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplySecurity Compliance Manager
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
Being a member of IT Cybersecurity & Platform Strategy team, the purpose of Cloud Security Engineering team is to provide best in class and versatile cloud security services to the enterprise securing the workloads, application and data in AWS, Azure and GCP. This position is for a Cloud Security Manager. This position is passionate about building, mentoring and leading a highly motivated cloud security team.
You will be an experienced Cybersecurity Compliance Manager to lead our compliance initiatives and manage a team of 3 cybersecurity engineers. You will ensure our security controls align with regulatory requirements (e.g., GLBA, NYDFS, SOX, FFIEC, GDPR), industry standards (e.g., NIST, ISO 27001, PCI-DSS), and internal policies. This role blends technical oversight, regulatory expertise, and team leadership.
Your Primary Responsibilities:
Develop, implement, and maintain the cybersecurity compliance roadmap.
help service owners with remediation of findings and supervise action plans to closure.
Maintain policies, standards, and procedures aligned with FFIEC, GLBA, NYDFS, etc.
Lead, mentor, and develop 3 cybersecurity engineers focused on compliance tooling and control implementation.
Prioritize workload, conduct performance reviews, and foster collaboration.
Bridge technical execution (engineers) and strategic compliance goals.
Design and monitor security controls to meet compliance requirements.
Oversee vendor security reviews and third-party risk management.
Serve as primary point of contact for compliance metrics.
Help prepare and present compliance reports to senior management and committees.
Stay current on evolving regulations (SEC, FINRA, CFPB), threats, and frameworks.
Automate compliance monitoring and reporting using GRC tools.
Drive initiatives to improve security posture and reduce compliance risk.
**NOTE: The Primary Responsibilities of this role are not limited to the details above. **
Qualifications:
Bachelor's degree and/or equivalent experience with 8+ years of industry experience Cybersecurity, IT, Risk Management, Governance or related field.
5+ years in cybersecurity compliance, risk, or audit within financial services (banking, fintech, brokerage, etc.).
2+ years directly leading technical teams.
Talents Needed for Success:
Proven expertise with GLBA, NYDFS, FFIEC, SOX, PCI-DSS, and NIST CSF/800-53.
Experience with GRC tools (e.g., RSA Archer, MetricStream, ServiceNow, Qualys).
Understanding of security controls (IAM, encryption, SIEM, vulnerability management).
Proficiency in audit management and regulatory reporting.
Strong leadership, communication, and stakeholder management abilities.
Preferred:
Experience with cloud compliance (AWS/Azure/GCP) in regulated environments.
Knowledge of data privacy laws (GDPR, CCPA).
Certifications - CISSP, CISM, CRISC, CISA, or similar.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyLead Business Systems Analyst
Coppell, TX job
Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We are committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
The Information Technology group delivers secure, reliable technology solutions that enable DTCC to be the trusted infrastructure of the global capital markets. The team delivers high-quality information through activities that include development of essential, building infrastructure capabilities to meet client needs and implementing data standards and governance.
Pay and Benefits:
Competitive compensation, including base pay and annual incentive
Comprehensive health and life insurance and well-being benefits, based on location
Pension / Retirement benefits
Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The Impact you will have in this role:
DTCC leverages event and alert management systems integrated with tools like ServiceNow and PagerDuty, to monitor our infrastructure in real-time and detect anomalies and escalate them to the correct support teams that will then review and take either reactive or proactive action for incident resolution.
This role in Event and Alert Mgmt. is crucial for bridging the gap between IT and business. This position ensures clear and comprehensive technical writing, oversees IT Observability UAT and ETE testing, and documents user requirements and journeys to optimize the end-user experience. A key responsibility also includes creating job aids and governance documentation to support organizational standards and practices. Additionally, the role fosters team collaboration and coordination, which is vital for successful project execution.
Your Primary Responsibilities:
Develop and maintain technical documentation, job aids, and governance materials (standards, policies, procedures) to support cross-functional clarity and compliance.
Lead and manage User Acceptance Testing (UAT) and End-to-End (ETE) testing for Event Management and Observability platforms to ensure system reliability and performance.
Translate user requirements and journeys into actionable documentation to enhance user experience and system design.
Facilitate cross-departmental coordination, resolve conflicts, and align teams with strategic goals.
Produce business analysis artifacts: requirements, scope matrix, use cases, sequence diagrams, future state proposals, and UAT plans.
Define and document product specifications, user stories, and acceptance criteria, support roadmap prioritization and feature delivery.
Own and manage the squad backlog; refine and review user stories to ensure readiness and alignment with sprint goals.
Develop and maintain Power BI dashboards to deliver operational and strategic insights.
Provide analytical and reporting support using dashboards and scripting to drive data-informed decisions.
Script automation solutions to streamline documentation, reporting, and testing workflows.
Participate in all squad ceremonies (sprint planning, reviews, retrospectives) and ensure compliance with risk mitigation and ethical standards.
Qualifications:
Minimum of 5 years of related experience
Bachelor's degree preferred or equivalent experience
Talents Needed for Success:
Prior experience communicating with all stakeholders (technology, clients, finance, integration, operations teams) to engage in discussion, create user stories, and consistently deliver the right products and solutions
Ability to work in a fast-paced environment and adapt to shifting priorities
Knowledge of financial services operations and technology; experience in banking, capital markets, or financial operations is a plus
Skilled in producing clear, structured documentation for technical and business audiences.
Proven experience managing UAT and ETE testing for enterprise platforms.
Strong ability to capture user needs and translate them into actionable documentation.
Effective at coordinating across departments to drive alignment and resolve blockers.
Capable of creating governance materials and process aids to support organizational standards.
Proficient in scripting to automate workflows and enhance operational efficiency.
Experienced in building and maintaining dashboards for data visualization and decision support.
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyWorkplace Design and Services Intern [2026 Internship Program]
Coppell, TX job
Are you ready to make an impact at DTCC?
Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve.
About our Internship Program:
The Summer Internship Program is a unique and challenging 10-week experience for diverse, talented, high-performing individuals interested in different aspects of the financial and technology industry. Contingent upon business needs, performance and completion of degree, our internship serves as a pipeline to our full-time early-career program EDGE.
What to expect as a DTCC Intern:
Access to senior leaders
Workshops for skill-building and career development
Participation in employee resource groups
Team volunteering with local charities
A sense of community
Assigned a mentor throughout the summer
A flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).
The impact you will have in this role:
The Workplace Design and Services department is responsible for designing, building, and servicing our offices across North America, Asia, and Europe. We focus on creating workplaces that encourage our employees to be productive, collaborative, and effective in their jobs. In total, we manage 15 global sites.
Over the past several years, as DTCC has expanded internationally, our real estate portfolio has grown to support our business needs. As a result, the Workplace Design and Services team has positioned itself as a strategic partner to help our businesses capitalize on growth opportunities, while helping ensure our cost structure remains competitive.
Your Primary Responsibilities:
Assist the DTCC WDS team in various operation, maintenance, and facility improvement projects
Track site operational metrics, including energy consumption and operation/maintenance effectiveness
Coordinate and monitor project schedules, oversee deliveries and installation, help monitor construction activities, review construction documents and support team meetings of architect, engineers, contractors, internal design team and multi-departmental users
The intern will have exposure and input for facility improvement projects that enhance energy use efficiency, resulting in an overall reduction in DTCC's Carbon Footprint
*NOTE: The Primary Responsibilities of this role are not limited to the details above. *
Selection and Program Timeline:
(timing may vary)
August - October 2025: Applications open
October - December 2025: Interview and Selection process
January - May 2026: Early engagement and onboarding process
June 2026: Start of program
Qualifications:
Candidates must be working towards a bachelor's degree in the following curriculums: Architecture, Engineering or related field of study
Candidates must have authorization to work permanently in the US without the need for sponsorship (now or in the future)
Candidates must have minimum of a 3.2 GPA
Talents Needed for Success:
Must demonstrate superior analytical, problem-solving, and critical-thinking skills
Communications skills, including written, oral and presentation
Strong interest in the financial services industry, with previous internship experience a plus
Ability to read architectural and engineering building drawings
Familiarity with Word, Excel, and PowerPoint
Familiarity with AutoCAD or similar CAD program
The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Auto-ApplyManager, Nonqualified Deferred Compensation Consulting
Ascensus job in Dallas, TX
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Lead the team that is responsible for managing Nonqualified Deferred Compensation (NQDC) and Corporate Owned Life Insurance (COLI) casework for Newport, Schwab and Vanguard teams.
Section 2: Job Functions, Essential Duties and Responsibilities
Collaborate with stakeholders to define acceptance criteria and ensure alignment with business goals.
Act as a liaison between business units, project teams, and technical teams.
Review and validate documentation to ensure accuracy and completeness.
Manage the team that coordinates and compiles plan ‘diagnostic' evaluations for prospective nonqualified clients to include plan design evaluation (“Best Practices”), evaluation and recommendation of funding strategies, optimization and recommendations regarding participant investment ‘menu' options, trustee search and selection, etc.
Foster strong relationships and maintain strategic oversight for clients along with intermediary partners and Newport Relationship Managers (“RMs”).
Identify improvement opportunities in processes and recommend actionable solutions.
Ensure deliverables are of high quality and meet operational readiness standards.
Self-starter working in a fast-paced, demanding environment under tight deadlines
Focus on learning in everyday activities and events
Collaborate with and openly share knowledge with colleagues
Train nonqualified clients and internal staff on nonqualified product design, product performance, fund changes and general trends or changes in the marketplace
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.
At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always . They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
Manage and develop a high performing team through implementation of effective recruitment, training, performance management, motivation and coaching.
Lead and engage employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement.
Work with employees to set and execute employee SMART goals/objectives.
Manage direct reports according to Newport policy.
Section 3: Experience, Skills, Knowledge Requirements
Minimum 10+ years of NQDC services industry experience with direct accountability for client deliverables including plan design and COLI
Bachelor's degree in business finance, IT or a related field from four-year college or university
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write reports, business correspondence and procedure manuals
Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
Excellent communication and stakeholder management abilities.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-ApplyStrategic Business Consultant, Retirement Sales
Ascensus job in Dallas, TX
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.
Section 2: Job Functions, Essential Duties and Responsibilities
Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.
Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
Delivery of customized book of business reporting to create efficiencies for your advisors
Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
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.
Our I-Client service philosophy and our 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.
Section 3: Experience, Skills, Knowledge Requirements
Deep knowledge of the retirement plan industry, 7+ years' experience preferred
Demonstrated ability to build and manage relationships
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Ability to travel as required
Highly organized with the ability to effectively prioritize key issues and deliverables
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Auto-Apply