Ascensus jobs in Trenton, NJ - 21 jobs

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. Manages and nurtures relationships with qualified defined contribution retirement plans using our recordkeeping platform. Serves as the primary point of contact for assigned relationships, addresses client escalations, documents procedures, and identifies opportunities for process improvement. ESSENTIAL FUNCTIONS Reasonable accommodations may be made to enable people with disabilities to perform these essential functions. Provides client support and customer service for daily client inquiries through both verbal and written communication. Demonstrates a proactive approach with assigned clients, fostering relationships to ensure client retention and satisfaction. Collaborates with primary plan contacts, partners and advisors to respond to requests for specialized reports, consult on client inquiries, and research/resolve issues. Excels in high-pressure, fast-paced environments. Participate and engage in open knowledge sharing with colleagues. Provide clear participant guidance, employer communications, retirement education sessions, and collaterals. Must possess emotional intelligence and the ability to simplify complex retirement concepts to non-experts. Maintain employer relationships, understand organizational needs, tailor plan frameworks, and effectively resolve escalations or service gaps. REQUIRED EDUCATION, EXPERIENCE AND CERTIFICATES, LICENSES, REGISTRATIONS At least 3+ years of experience working in a related position in the retirement services sector Proven relationship management experience Demonstrated project management skills Solid MS Office skills to include Excel PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE ARE Bachelor's degree in a business-related field or industry experience DST experience PROFICIENCIES Diversity and Inclusion Creative Problem Solver Proven fiduciary judgment and ethical decision-making Strong organizational skills with an ability to juggle compliance, communication, and operations Tech-savvy with ability to learn and manage recordkeeping platforms Confident communicator, both in writing and in-person presentations Collaborative mindset and ability to work with diverse stakeholders TRAVEL: Up to 10% OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or tasks that are required of the employee for this job. Duties, tasks and activities may change at any time with or without notice. The national average salary range for this role $60-80k 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.

Mutual of America Financial Group Job Title: Participant Support Representative Who Are We: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: As a Participant Support Representative plays a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries Plans such as 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by simply and efficiently explaining Plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness. Responsibilities: Develop and deliver customized retirement education programs for plan participants. Conduct live and virtual presentations on retirement planning and plan features. Provide one-on-one guidance to participants on plan enrollment Maintain accurate records of participant interactions and enrollment outcomes. Answer participant questions regarding plan features, contribution limits, and tax implications. Support ongoing participant education initiatives and plan engagement strategies. Required Qualifications: 2 to 5 years of experience in retirement services, financial education, or benefits administration. Strong presentation and interpersonal communication skills. Ability to simplify complex financial concepts for diverse audiences. Willingness to travel for onsite education sessions. Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment Valid driver's license Preferred Qualifications: Knowledge of retirement plan structures and compliance requirements. Experience with virtual and in-person presentations. Familiarity with retirement plan platforms and recordkeeping systems. Bachelor's degree in finance, Business, Communications, or related field. What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $60,000 - $90,000 Visit ************************************* additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook:@mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

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 Content Specialist will be responsible for content development, execution, and oversight of marketing campaigns and initiatives for the assigned line of business. Through consultation, creativity, and a focus on the user experience, this individual will be responsible for collaborating with marketing and business stakeholders to implement effective communications and crafting copy that drives business growth, client retention and desired outcomes. This includes developing content within Ascensus brand standards for a variety of touchpoints with a focus on writing for digital experiences such as web, email, video, and social media. Section 2: Job Functions, Essential Duties and Responsibilities * Turn strategic initiatives and industry trends into tactical solutions * Understand and assess business needs in order to craft clear, concise, and effective messaging * Manage all aspects of complex communications, including content development, project planning, and the creation of multiple versions based on data, logic, and branding * Represent marketing at key meetings to provide status updates, consultation, general project support, and innovative solutions * Establish strong relationships with business stakeholders by delivering on project specifications and deadlines * Create meaningful content leveraging AI tools that is clear, actionable, and engaging-converting leads to clients and turning clients into loyal fans * Fluid in copywriting for a wide variety of marketing mediums across web, email, print, video scripting, presentations, articles, white papers and more. * Use Microsoft office suite - Word, PowerPoint and Excel-as well as project management and CMS software tools to assist in the management of workflow, content, planning, and other marketing operations * Participate in and adhere to quality control best practices related to proofreading, reviews, and securing approvals * Measure effectiveness of communications using such methods as A/B testing * 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 * N/A Section 3: Experience, Skills, Knowledge Requirements * Excellent writing, editing, and presentation skills * Ability to write and communicate effectively and professionally across multiple mediums, including digital, social and print, and considering SEO, SEO strategy and optimization tactics * Experience with AI copywriting tools * Excellent decision-making, communication, critical thinking, project management and follow-through skills * Ability to perform duties with accuracy, strong attention to detail, and meet deadlines consistently * Self-motivated team player who is comfortable working in a collaborative, fast-paced environment * Minimum of 5 years of related experience. Samples and portfolio are required * Four-year college degree, marketing/communications or related field * An understanding of a regulated industry; financial services experience a plus The national average salary range for this role is $80-100k 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. 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. 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").

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Focused on the small‑plan market, the candidate will review client deliverables for accuracy and compliance while managing their own case load of small‑market DB plans. The actuary will handle their own valuation, administration, and compliance work, and will also review and sign a significant volume of work prepared by others. The role is responsible for maintaining service standards consistent with FuturePlan Lead Actuary expectations and organizational requirements. Serve as a subject‑matter expert in small‑market Defined Benefit, Cash Balance, and DB/DC Combo 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 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").

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 ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned. Section 2: Job Functions, Essential Duties and Responsibilities ERISA Consulting - Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research. Plan Document Review & Analysis - Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging. Document Drafting & Customization - Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations. Special Projects (IT, project management) - Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans. Continuing Education - Enhance technical and industry knowledge by attending continuing education classes. Section 3: Experience, Skills, Knowledge Requirements Technical Expertise Designations/Exams - ASPPA QKA preferred Degrees - Bachelor's degree in business, finance, accounting, or a related field. Industry Experience - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William's retirement plan documents preferred. Core Values & I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always. Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills. 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.

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 Retirement Support Specialist position is accountable for assisting the Client Services teams through timely communication and follow-up, proactive client outreach, and tracking, reporting and documentation of various functions within the department. Section 2: Job Functions, Essential Duties and Responsibilities * 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 clients with census updates to produce compliance tests and employer calculations * Participate in proactive call and email campaigns to inform clients on various deliverables regarding their 401k plan * Assist Client Services with the creation of necessary reporting for the FDI reports * Apply a quality control/review process to all reports produced before they are delivered to the end user * Reply to client requests for information via email, outbound call, or internal workflow * Maintain detailed workflow documentation for all functions and tracking for all reports provided * Provide timely, exceptional service, including problem solving and issue resolution with minimal inconvenience to clients * Provide effective verbal and written communications in a clear, concise, and informative manner * Make outbound calls to clients for various call campaigns and follow up on verification of client's data * Provide backup assistance for functions previously owned by Shared Services * Maintain a professional and positive approach in all internal and external communications Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Bachelor's degree in business or related field, or equivalent work experience. * Knowledge of information systems and technology; ability to create ad hoc reports. * Microsoft Office knowledge required. * Ability to evaluate data integrity. * Strong written and verbal communication skills. * Excellent evaluation and problem resolution skills. * Detail oriented. * Ability to work unsupervised as required, but also work within and contribute to maintaining a highly cohesive team environment For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 MBps or better. If you are unsure of your internet speed before applying, please check with your service provider. 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").

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: * Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. * Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. * Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. * Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. * Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: * Bachelors degree or equivalent. * 3 - 5 years relevant experience required. * Series 7 or ability to obtain within 150 days. * State securities agent registration (S63 or S66) or ability to obtain within 150 days. * Experience working in a client service environment. * Detail-oriented, strong math, and analytical skills. Good organization and time management skills. * Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. * Able to communicate with all levels within the organization. Process oriented and can work with a team. * Strong computer and software skills. Preferred Qualifications: * State IAR registration (S65 or S66) or ability to obtain within 150 days. * Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. 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 Business Support & Operations Line of Business AAG Ameriprise Advisor Group

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. We are seeking a strategic, analytical, and collaborative leader to join our Enterprise Transformation team as Principal, Transformation Analytics & Value Realization. This high-impact role blends process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization. Position Summary This high-impact role blends strategic thinking with hands-on execution to deliver measurable transformation. The Principal will combine consulting expertise, deep analytics skills, and retirement industry knowledge to solve complex business challenges. Unlike advisory-only roles, this position requires rolling up your sleeves to perform detailed analysis using R and Python, while maintaining a strategic lens to influence enterprise decisions. Key Responsibilities Strategic Framing & Hands-On Execution * Partner with business leaders to define problems and shape outcomes using a consultative, data-informed approach. * Personally execute end-to-end analyses-from hypothesis formulation to coding in R/Python and delivering actionable insights. * Develop business cases and value realization frameworks that guide strategic investment decisions. Advanced Data Analysis & Insight Generation * Perform hypothesis-driven analysis using R, Python, and SQL-not limited to Excel or BI tools. * Apply statistical and machine learning techniques to uncover trends and performance drivers. * Collaborate with AI/ML teams to integrate advanced analytics into decision-making. Retirement Industry & Financial Services Expertise * Must have Financial Services experience; Retirement industry experience is highly preferred, including familiarity with ERISA, recordkeeping, and plan administration. Cross-Functional Partnership * Serve as a trusted advisor to senior leaders while actively contributing to execution. Qualifications * 10+ years in management consulting or enterprise transformation, with proven ability to combine strategic framing and hands-on analytics. * Advanced proficiency in R and Python for statistical modeling; SQL for data extraction. * Experience designing and executing hypothesis-driven analyses from start to finish. * Strong business case development and value realization expertise. * Must have Financial Services experience; Retirement industry experience is highly preferred. * Comfortable operating at both strategic and execution levels-able to influence executives while performing deep analytical work. * Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required). The national average salary range for this role is $150-$170k 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. 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").

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. As a Senior Business Intelligence (BI) Developer at Ascensus, you will be working in a high-energy team, using the best engineering practices in the industry today (e.g., unit testing, source control, continuous integration, automation, design patterns). Passion for all aspects of software development is a critical. We are building teams that are empowered to solve the business needs by having a rapid development and deployment pipeline with a focus on automation and releasing software. You will support and receive direction and guidance from the BI Architect and you will provide guidance and direction to BI Developers in the Ascensus Enterprise Information Management (EIM) team. Section 2: Job Functions, Essential Duties and Responsibilities * BI Analysis * Drive business decisions by providing quantitative and qualitative data analysis and reporting of patterns, insights and trends to decision makers * Collect, aggregate and analyze data from multiple internal and external sources * Produce actionable reports that show key performance indicators * Provide analytics and reporting solutions using metrics across multiple business areas * BI Design and Development * Apply standards and best practices for implementing Ascensus BI tools in support of the EIM vision and reference architecture * Assist with EIM project definition and planning * Conduct data analysis in support of analytic solutions * Create ad hoc reporting solutions and dashboards * Capture, develop and document data definitions * Ensure compliance with deliverable reporting requirements by performing data quality audits and analysis * Implement package deployments and troubleshoot package issues * Modify, install and prepare technical documentation for BI applications * Create and maintain BI documentation for every System Development Life Cycle (SDLC) phase * Participate in creating long term BI application support model. * Ascensus Information Security * 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. Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Required skills * Bachelor's degree or equivalent work experience * Excellent analytical skills * Excellent oral and written communication skills including active listening. Asking appropriate questions, clarifying information and writing clear, concise documents. * DAX, Power BI dashboards, SSRS reporting * Designing/Building tabular models using latest version of SSAS * Modeling experience * Administration experience using Power BI * SQL Server latest version * Preferred knowledge, skills and abilities: * 10+ years of relevant experience in business intelligence role, including data warehousing and business intelligence tools, techniques and technology * Microsoft Certified Business Intelligence in the above required skills * Experience with Microsoft SSIS * Experience with relational databases: Sybase ASE, Oracle, MySQL and others a plus * Experience with analytic platforms (data mining, predictive modeling) a plus We are proud to be an equal opportunity employer. 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. 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").

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other 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. * 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 * Bachelors degree preferred * 3-5 or more years ERISA experience in the retirement industry * Experience in analysis of financial data required * Experience in Relius software desirable, but not required * Strong Word, Excel, and Outlook skills * Strong written and oral communication skills * Strong analytic mentality associated with problem solving skills * Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters * Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications The national average salary range for this role is $60,000 - $90,000 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").

**What You'll Do** Get ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and invest them with a top tier provider! As you partner with local intermediaries throughout S. Jersey and the Hudson Valley you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do: + Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM. + Build and establish relationships with financial advisors and third party administrators. + Collaborate with the relationship management team to pursue additional sales opportunities. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Apply today! *Heavy incentive component in addition to salary listed. **Who You Are** + Bachelor's degree or an equivalent combination of education and professional work experience. + 2+ years of retirement sales experience with deep knowledge on retirement products. + Strong work ethic and motivation to meet or exceed established goals. + Excellent consultation and presentation skills. + Strong understanding of portfolio construction, capital markets, and financial service products. + Experience with non-qualified plans, defined benefit and ESOP's a bonus! **Licenses Required within 5 months of employment:** + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). + Resident Life and Health appointment must be attained. **Salary Range Information** This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. **Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly)** $85000 - $85000 / year **Time Off Program** Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. **Pension Eligible** Yes **Work Authorization/Sponsorship** At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) **Investment Code of Ethics** For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. **Experience Principal** At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site (******************************************* to learn more about our purpose, values and benefits. **Principal is an Equal Opportunity Employer** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. **Posting Window** We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. **Original Posting Date** 1/9/2026 **Most Recently Posted Date** 1/9/2026 LinkedIn Hashtag \#LI-BS1

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. Job Functions, Essential Duties, and Responsibilities: * Utilize advanced AI capabilities to enhance software development processes, improve code quality, and optimize performance. * Analyze software requirements and implement complex software changes following appropriate standards for coding and design patterns, source code control, unit testing, and continuous integration and deployment. * Drive innovation on the Scrum team by leading or assisting in technical research initiatives, working with other teams, and participating in technical architecture discussions to influence decisions and maintain consistency across the organization. * Collaborate with team members, actively participate in all Scrum ceremonies and activities, including pair programming and peer code review, with a constant focus on continuous improvement. * Establish alignment with the Product Owner to understand, influence, and deliver on roadmaps with a sense of responsibility for application architecture and technical execution. * Lead by example, act as a role model, coach, mentor, and provide continuous feedback to other team members, especially in the areas of technical and architecture expertise or when production issues arise. * Analyze and troubleshoot complex errors in software applications to determine root cause and resolution. * Protect, secure, and properly handle 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. * Assist with testing and written descriptions of application software changes. * Demonstrate our I-Client service philosophy and our Core Values of People Matter, Quality First, and Integrity Always in your actions on a day-to-day basis, showing your support of our organizational culture. Experience, Skills, Knowledge Requirements: * Advanced knowledge and experience with AI capabilities and their application in software development. * Strong technical leadership skills for effective participation in design discussions with both technical and non-technical audiences, creating technical documentation and diagrams. * Extensive understanding of good object-oriented design principles (patterns, cohesion/coupling, S.O.L.I.D., data structures, and algorithms). * Strong experience writing clean and maintainable code using engineering best practices such as unit testing, TDD, continuous integration and deployment, automation, design patterns, refactoring, etc. * Strong experience with Agile SDLC practices. * Minimum 8 years of professional experience developing software & systems on the Microsoft Technology Stack using C# and .Net. * Strong experience with distributed systems, Services Oriented Architecture, RESTful services, and Microservices development. * Strong experience with relational databases such as Sybase, MSSQL, Oracle. * Strong understanding of web technologies such as HTTP, Apache, HTTP Proxies. * Strong experience with multi-threaded applications and memory management. * Strong experience with continuous integration and deployment (CI/CD), automation, and related tools. * Excellent problem-solving and communication skills. * Strong troubleshooting skills. * Experience mentoring and technical coaching less experienced developers. * Basic experience with HTML, CSS, and JavaScript. * Bachelor's degree in computer science, engineering, or related experience preferred. Nice to Have Skills: * Experience with Containerization, Docker & Kubernetes. * Experience with at least one modern JS front-end framework (ReactJS, KnockoutJS, AngularJS, Bootstrap) with a preference for ReactJS. * Working experience with C/C++, Python, Apache, Nginx, Redis, jQuery, Powershell, or other scripting languages. * Experience working with legacy code. The national average salary range for this role is $130-170k 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. 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").

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 Product Owner Chapter Lead position is a senior-level role responsible for overseeing and leading a team of Product Owners across multiple product lines. This individual will partner with business stakeholders (internal and external) and ensure delivery of the firm's highest priorities. The ideal candidate will be able to demonstrate the ability to work in a fast pace agile environment and has prior experience leading other associates. This role is an integral part of the agile Program Team, partnering with technology leads to ensure maximum overall program delivery. Section 2: Job Functions, Essential Duties and Responsibilities * Responsible for overall management of up to 15 Product Owners; oversight of interactions with stakeholders, scrum teams, and other key contributors as well as responsibility of managing and optimizing the resource allocation to execute on the product vision and roadmap. * Partners with key business stakeholders from various channels to ensure knowledge of requests and relative priority. * Holds the Product Owners accountable for ensuring clear vision and goals at the start of every sprint. * Promotes ongoing customer engagement via various methods including monthly release readouts. * Participates in overall agile organizational assessment and advocates for alignment between Ascensus business units. * Develops the appropriate training program for product owners to support culture of continuous learning and to ensure continued agile maturity. * Supports Ascensus I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always. These should be visible in your actions on a day to day basis showing your support of our organizational culture. * 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. * Leads overall "inspect and adapt" philosophy across all ceremonies and interactions. * Assist with other tasks and projects as assigned Supervision * Motivate, provide direction, support and mentoring to the chapter and assist team members * Ensure policies and procedures are followed by associates * Screen candidates for potential employment and make final hiring decisions and or recommendations for the department * Use decision making skills to work through difficult situations in conjunction with partners and other functional units across the organization. * Mentor staff * Ensure compliance with all company and industry policies and regulations * Write and deliver performance evaluations to each chapter member * Provide management of staff in a matrix environment Section 3: Experience, Skills, Knowledge Requirements * Bachelor's Degree required * A minimum of 12 years of business experience * A minimum of 5 years Agile/Scrum processes and best practices preferred * A minimum of 5 years management experience of associates * Experience with web-based applications and interface conventions * Proficient with MS Office: Word, and Excel, as well as working with industry-standard and agile measurement tools: e.g. JIRA, Aha!, Sharepoint * Familiarity with financial systems and participant transaction processing is preferred, especially retirement plans * Strong communication skills, especially the ability to translate technical terms into business terms as well as with written documentation. * Must be detail-oriented and analytical * Must possess the drive to solve problems and improve inefficient processes; lead the team to think of creative/innovative solutions. * Proven ability to quickly grasp information and independently produce results * Demonstrated success in facilitating / leading meetings with internal stakeholders and a strong need to influence We are proud to be an Equal Opportunity Employer The national average salary range for this role is $140-160k 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. 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").

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. AGS Technology is seeking a Senior DevOps Engineer to help elevate our engineering maturity, modernize our delivery pipelines, and improve the reliability and scalability of our platforms. You will work alongside high‑performing DevOps, SRE, and software engineering teams, supporting cloud-native platforms, automation initiatives, and modern observability practices. This is a high‑impact role where you will influence architecture, tooling, engineering standards, and operational excellence across Government Savings Technology. Key Responsibilities * Lead design, implementation, and optimization of CI/CD pipelines using modern tools and DevOps best practices. * Architect and maintain scalable, resilient, cloud‑based infrastructure (AWS preferred). * Implement Infrastructure as Code (IaC) standards using tools like Terraform. * Enhance observability, monitoring, and alerting systems to improve reliability and reduce operational toil. * Partner with Dev, SRE, Architecture, and QA teams to support feature delivery, performance, and system stability. * Drive automation across build, deployment, configuration, and environment management workflows. * Evaluate emerging tools, patterns, and practices to keep AGS on the cutting edge of DevOps maturity. * Provide mentorship and technical leadership to DevOps engineers and cross‑functional partners. * Support production environments, including on‑call participation as necessary. Required Qualifications * 8+ years of DevOps experience in a major tech organization or large‑scale enterprise environment. * Deep expertise in: * Cloud platforms (AWS strongly preferred). * CI/CD tooling such as GitHub Actions, GitLab Pipelines, Jenkins. * Infrastructure as Code (Terraform). * Containerization & orchestration (Docker & Kubernetes). * Solid understanding of microservices architectures, networking, load balancing, and security. * Strong troubleshooting, analytical, and documentation skills. Preferred Skills * Experience with: * Observability tools (New Relic, ELK, Splunk). * Secrets management (Vault). * Additional automation tools (Chef, Argo, SonarQube). * Experience using Helm as part of Kubernetes‑based deployments (chart management, values files, upgrades). * Exposure to service mesh technologies (Istio). * Familiarity with enterprise release processes and complex multi‑environment deployments. Who You Are * Self‑motivated with a strong sense of ownership. * Intellectually curious, with a passion for learning, improving, and driving engineering excellence. * Comfortable challenging assumptions and pushing for modern, scalable, automated solutions. * A collaborative engineer who communicates well across teams and stakeholders. We are proud to be an Equal Opportunity Employer The national average salary range for this role is 120-165k 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. 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").

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").

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 ERISA Analyst serves as a subject matter expert providing retirement plan consulting, plan document review and analysis, plan document drafting and customization, technical analysis, and special projects as assigned. Section 2: Job Functions, Essential Duties and Responsibilities ERISA Consulting - Provide consulting services to internal teams, plan sponsors, and financial advisors on complex technical matters, including but not limited to plan design strategies, plan mergers, and regulatory compliance. Demonstrate basic knowledge of the retirement industry including the applicable regulatory agencies (e.g., DOL, IRS). Stay up to date with general legislative, statutory and regulatory guidance, and be able to complete basic technical research. Plan Document Review & Analysis - Conduct thorough reviews of individually designed plans and other complex retirement plans to assist with the sale, onboarding, and on-going system configuration of plans. Translate and map non-Ascensus plan documents to the Ascensus document. Perform full plan comparison and protected benefit reviews for plans that are merging. Document Drafting & Customization - Support onboarding and amendment processes for 403(b) plans and customized 401(k) and 403(b) plan documents. Prepare customized 401(k) and 403(b) employer-level plan documents using the Ascensus Plan Adoption System (PAS). Propose customized language to meet client specific plan design needs and remain compliant with current regulations. Special Projects (IT, project management) - Provide support for special projects such as, IRS restatements and onboarding acquired blocks of plans. Continuing Education - Enhance technical and industry knowledge by attending continuing education classes. Section 3: Experience, Skills, Knowledge Requirements Technical Expertise Designations/Exams - ASPPA QKA preferred Degrees - Bachelor's degree in business, finance, accounting, or a related field. Industry Experience - 3 years of Ascensus experience or 5 years industry experience. Experience working with the Ascensus, Relius and Ft. William's retirement plan documents preferred. Core Values & I-Client - Consistently display and model the Ascensus core values: People Matter. Quality First. Integrity Always. Software Applications - Demonstrate advanced Microsoft Office skills, specifically Outlook, Word, Excel, Power Point, Teams, and Lists. Skills - Demonstrate excellent client service, excellent interpersonal skills, professional demeanor and positive attitude. Demonstrate strong organizational and time management skills. Accomplish detail-oriented tasks within given timeframes and standards. Ability to effectively prioritize and complete multiple tasks timely. Demonstrate excellent analytical and problem-solving skills. Demonstrate sound business judgment and risk-taking skills, strong written and oral communication skills. 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").

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Job Description Section 1: Position Summary 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, Cash Balance plans and DB/DC Combo 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 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.

Job Summary: Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. * Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication * Acts in a pro-active manner with assigned clients and builds relationships to ensure retention * Works with Plan Sponsors, Brokers, Registered Investment Advisors, Trust Companies and other Third-Party Vendors, including auditors to respond to requests for specialized reports, communicate fund actions, consults on client inquiries and researches/resolves issues * May participate in final Sales presentations as well as prepare and facilitate client/advisor meetings when needed * Performs under pressure with minimal direction * Meets competing deadlines in a very fast paced, dynamic and demanding environment with a high degree of urgency and accuracy * Focuses on learning in everyday activities and events * Collaborates with and openly shares knowledge with colleagues * Regular, reliable, and punctual attendance Management Responsibilities (None) Required Education, Experience and Certificates, Licenses, Registrations * 5+ years of experience working in a related position in the retirement services sector * Strong MS Office skills to include Excel Preferred (but not required) education or skills for this role are * Bachelor's degree in a business related field or industry experience * DST experience Competencies * Verbal and Written Communication Skills * Independent * Time Management * Diplomatic * Creative Problem Solver * Integrity * Analytical Thinker * Resourceful * Team Player * Sound Judgment * Results Driven * Exhibits Personal Credibility * Forward Thinking * Planning and Organizing * Project Management Travel: Up to 10% Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer. 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").

What You'll Do Get ready to take your career to the next level. The Principal Financial Group is seeking a Director of Sales - Retirement Solutions to join our team. Your skills valuable, make a wise choice and invest them with a top tier provider! As you partner with local intermediaries throughout S. Jersey and the Hudson Valley you will use your skills to position our products as the ultimate solution for the client. Here are some of the examples of the things you'll do: Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the 0 - 10M AUM. Build and establish relationships with financial advisors and third party administrators. Collaborate with the relationship management team to pursue additional sales opportunities. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Apply today! *Heavy incentive component in addition to salary listed. Who You Are Bachelor's degree or an equivalent combination of education and professional work experience. 2+ years of retirement sales experience with deep knowledge on retirement products. Strong work ethic and motivation to meet or exceed established goals. Excellent consultation and presentation skills. Strong understanding of portfolio construction, capital markets, and financial service products. Experience with non-qualified plans, defined benefit and ESOP's a bonus! Licenses Required within 5 months of employment: Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or equivalent and FINRA Series 63). Resident Life and Health appointment must be attained. Salary Range Information This position offers a competitive compensation package consisting of a base salary combined with incentive earnings. The base salary will provide financial stability, while the incentive component offers additional earning potential based on performance metrics. Salary Range (Non-Exempt expressed as hourly; Exempt expressed as yearly) $85000 - $85000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc. ) Investment Code of Ethics For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Original Posting Date 1/9/2026 Most Recently Posted Date 1/9/2026 LinkedIn Hashtag #LI-BS1