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.

Manage client services and relationships to create “raving fan” clients that rate us a 4.5 out of 5 on the annual client survey, pay us quickly and are profitable. You are an outstanding colleague by working with others within Client Services, and other teams (e.g., Compliance, Investment Services, Marketing & Sales and Operations) within the guidelines outlined by the Core Values of Ascensus.

The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.

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.

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.

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.

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.

This position is responsible for overseeing the processing and reconciliation of payroll files and associated deposits on all plans. The incumbent will also serve as the primary contact for all technical related questions and issues within the payroll team.

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.

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.

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.

This individual will focus on securing new institutional and adopting employer sales for Ameritas. The position will establish new relationships as well as managing and driving greater sales within existing relationships. This position will have a heavy focus on the PEO, Association, MEP and PEP market.

The Regional Sales Director (RSD) is a retirement plan wholesaler position and is responsible for working through intermediaries to drive sales of the Ameritas Retirement Plan product line. This product line includes 401(k), 457, 403(b), MEPs, PEPs and other group retirement products. This position is responsible for attaining the assigned annual sales goal by developing, supporting, and driving sales through key strategic relationships. These key relationships will include Ameritas Broker Dealer (AIC) advisors, independent financial advisors, third party administrators and other key intermediaries. The RSD will partner with other Ameritas business units such as Agencies, Dental, and Group.

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.