The position assists with the ongoing administration of tax reporting, account reconciliation, and compliance related to taxes. The incumbent's primary role will be to audit all appropriate withholding tax returns, maintain system withholding and accounting tables, and monitor compliance with all employment tax jurisdictions. Additionally, the incumbent may be responsible for reconciling all payroll related suspense accounts and reporting on outstanding balances regularly. The incumbent will also assist in resolving any tax matters that may arise from a company or associate perspective.

Ameritas Life Insurance Corp is seeking a Director of National Accounts and Partnership Sales, Retirement Plans who is responsible for growing sales with key, strategic distribution partners that represent the largest distribution opportunity for Ameritas while identifying new distribution relationships. These partners may include broker dealers, RIAs, aggregators, TPAs, payroll firms, individual retirement shops, specific MEP/PEP opportunities or any other partnership that has large, institutional sales potential. The candidate will lead the development of a business plan for each opportunity based on clear metrics engaging the Regional Sales Vice-Presidents or Regional Sales Consultants to coordinate and execute the plan. Periodic reporting of tactics, touchpoints and sales vs. plan will be required. The Strategic Partnerships Sales rep will provide leadership, vision and strategy around these identified opportunities for the Retirement Plan sales team, while ensuring a common culture and sales experience throughout the country.

Utilize retirement plans experience and relationship building skills to accomplish mutually beneficial growth. Cultivate relationships between the Ameritas Home Office, financial professionals, and qualified plan decision makers with the goal of retaining and growing plan assets. Relationship-building is a key focus of this role. This position interacts with plan sponsors both virtually and face to face. An ability to present professionally via virtual tools (Microsoft Teams, Zoom, etc.) is necessary. This role will require travel approximately 50-75% of the time covering states in the Southeast (primary Florida, Georgia, and the Carolinas). Overnight stays and evening meetings will be required. Assist Regional Directors, Internal Regional Sale Consultants and Financial Advisors in achieving sales goals, developing business plans, and identifying opportunities to improve outcomes for your plans and participants. Guide large new plans through the installation and transfer process; including conducting enrollment meetings, reviewing the plan adoption agreement with the client, reviewing the contract with the client, obtaining signatures, explaining data and contribution transmission methods, and resolving any problems that may arise during the installation and transfer process.

This position serves as the business lead supporting the analysis, design, development, and deployment of business systems and reporting tools to meet Ameritas Retirement Plans division goals and objectives. Provide recommendations for automation and process improvements with a broad knowledge of business systems, reporting, and analytical tools used across the enterprise to recommend optimum solutions for the use cases presented. This is a technical individual contributor role. This position will straddle the line between our Retirement Plan division and our I.T. teams to define strategy, communicate vision, needs, and priorities. This role will involve critical thinking and an ability to understand and manage competing visions and competing priorities.

Serve as primary point of contact providing specialized trust and fiduciary services to high-profile institutional accounts, including qualified and non-qualified plans sponsored by Fortune 500 companies

The Regional Sales Consultant is a hybrid role. The role will be expected to be an internal support to an external sales professional to achieve territory-specific goals for part of their time and the other part of their time, they will be in territory expected to create their own partners and sales opportunities.

The Internal Sales Consultant (ISC) is responsible for identifying, developing, and maintaining selling relationships within their assigned book of business. The Internal Sales Consultant drives revenue growth and acceleration and proactively seeks out new ways and solutions to continue to increase revenue growth. This is a high-performing outbound sales production role.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

The Head of Transition Services – Client Services/Onboarding is a transformational leader responsible for driving results through strategic innovation and operational excellence. This role oversees multiple teams (~85 domestic resources) and builds strong partnerships with internal and external clients. The Head of Transition Services is a critical role working in a dynamic, fast-paced environment, will continuously reimagine processes to deliver exceptional client experiences. This role will define and execute service delivery strategies, lead organizational change initiatives, and foster a culture of agility and accountability.

Responsible for driving sales and growth throughout the products and platforms offered by the broker dealer and RIA. This position is focused on developing meaningful relationships with advisors, growing firm level assets under management, and driving new business to the Ameritas Wealth Platform. Candidates should be highly motivated, strategic, self-driven and results oriented, yet capable of working in a collaborative manner both internally and across the organization. Candidates will have a passion for delivering high-quality engagements to a demanding and growing advisor base while leveraging a needs-based selling approach and consultative sales techniques. Demonstrate a polished professional demeanor, sales acumen, strong presentation and public speaking skills, and distinguished written communication skills. Utilize in-depth knowledge of securities industry best practices, regulatory landscape, and terminologies to guide advisors. You will demonstrate a thorough understanding of investment advisory platforms in deploying strategies through both advisor managed or outsourced solutions. Application of broad product knowledge in the advisory, RIA, clearing, brokerage and custody, technology, research, equity-trading, mutual funds, ETFs, and managed assets networks will be important.

The Regional Vice President’s (RVP) primary responsibility is to facilitate the growth of retirement plan sales through Financial Professionals, TPAs, RIAs, and DC I/O Firms. This is accomplished through promoting both our product options and our alliance partners’ products, advising and assisting Financial Professionals during the prospecting stage, and attending sales calls as requested.

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. Responsible for driving new revenue growth and profitability across the Ascensus platform by optimizing existing asset manager partnerships, driving co-manufacturing and product innovation opportunities in support of partner efforts to drive client expansion opportunities through the workplace and is accountable for the achievement of business objectives working in partnership with the leaders of Ascensus’ four lines of business as well as various centers of excellence. This position can be remote or hybrid to our Newton, MA location.

Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Head of Money Out Operations is responsible for leading several teams of associates and developing strong working relationships with our internal clients. This position will be involved in defining the operational (Money Out) strategies to efficiently meet client expectations; developing the process and implementation of an annual business plan; maintaining a high level of customer service; developing and maintaining strong operational controls; recruiting and coaching leadership staff; crafting long-term strategic planning; and creating and monitoring budgets. The role will drive continuous improvement and fundamentally transform the day-to-day business overseeing strategic objectives, regulatory activities, and technological innovations to better the business.