Senior Consultant

November 20, 2024

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Ascensus

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Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

📋 Description

• Manages nonqualified and COLI case work and workflow of assigned cases • Serves as the nonqualified liaison with internal technical staff and partners • Coordinates and compiles plan ‘diagnostic’ evaluations for prospective nonqualified clients • Fosters strong relationships and maintains strategic oversight for clients • Participates in special projects that enhance productivity/efficiency • Evaluates and consults on nonqualified plan design • Conducts presentations on all facets of nonqualified products and strategies • Training of nonqualified clients and internal staff on product design. • Coordinates compliance documentation for securities placements • Responsible for protecting confidential data.

🎯 Requirements

• Minimum 10+ year of retirement services and COLI industry experience with direct accountability for client deliverables • Bachelor's degree from four-year college or university • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations • Ability to write reports, business correspondence and procedure manuals • Ability to effectively present information and respond to questions from intermediary partners, prospects and clients • Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.