Ascensus

Software Development Engineer SDET Charlotte, North Carolina Full time Hybrid Ascensus Section 1: Position Summary As a Software Development Engineer in Test (SDET) at Ascensus, you will be working in a high-energy team, developing, and executing automated or manual tests in various stages of development by using the best engineering practices in the industry today. Passion for all aspects of software development is 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. As a Scrum team member, you will be responsible for delivering high quality solutions that adhere to the software architecture strategy, coding standards, and established organizational policies and procedures. Section 2: Job Functions, Essential Duties and Responsibilities - Build and maintain the test automation suite using various test automation frameworks - Experience in batch testing, big data testing - Work in an agile development environment, collaborating with the team to deliver quality software iteratively - Develop end-to-end software test frameworks, test suites, and tools to validate product-specific features and use cases - Develop and execute integration and API tests to ensure system reliability and performance - Incorporate automated tests into our continuous delivery pipeline. - Perform creative exploratory testing of new features and products. - Find, isolate, document, regress, and track bugs through resolutions - Ability and willing to assist with all tasks within an Agile scrum team, writing stories, development & manual testing. - Understanding of Agile Testing Quadrants, Behavior Driven Development, ATDD/TDD. - 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 - The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture Supervision - N/A Section 3: Experience, Skills, Knowledge Requirements - Strong experience as a Software Engineer or a Software Engineer in Test, Test Automation Engineer, or equivalent roles. - Strong experience developing test frameworks with open-source automation tools such as Selenium or Cucumber. - Strong Selenium Playwright experience is required - Proficient experience writing automation scripts with at least one Object Oriented Programming Language such as C# or Java. - Strong experience with a scripting language such as Python, PowerShell, Perl, JavaScript - Strong experience working with Database testing techniques using Sybase, SQL server, or Oracle with a strong understanding of database schemas - Experience working with performance Engineers or Performance tools such as BlazeMeter, JMeter and/or Taurus - Experience with testing API frameworks and microservices with Event Driven architecture - Excellent verbal and written communication skills - Experience working in a fast-paced Agile or SCRUM development methodology 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. The national average salary range for this role is $120-150k 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 from @ascensus.com or @futureplan.com 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”).

Sr Compliance Consultant Location: United States Full time Job Description: Remote, Pennsylvania Add to favorites View favorites 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. Section 1: Position Summary This position is responsible for providing superior plan compliance and consulting services to our clients and the internal teams who serve them by embracing a proactive approach to client consultation. Build and strengthen these relationships by utilizing industry understanding and regulatory expertise to provide value-added services to our retirement plan clients. This position is also responsible for providing leadership by example and serving as a technical resource to ensure client expectations are met and/or exceeded. Section 2: Job Functions, Essential Duties and Responsibilities - Provides daily oversight and support to the compliance services team responsible for the production of IRS mandated compliance testing, employer contribution calculations, and DOL tax filings for our clients. - Provides our clients with consultative solutions while conforming to IRS and ERISA regulations. - Provides expertise and guidance to support the quality control of client requested employer contribution calculations - including, but not limited to profit sharing, employer match, and other nonelective contributions. - Provides expertise in Safe Harbor and non-Safe Harbor 401(k) plan design to provide consultative service to our clients. - Participates in prospective client sales meetings to promote Ascensus' dedication towards compliance and the efforts and tools we have to support our clients. - Lead global client facing initiatives and project teams to enhance our product offerings. Oversight of these projects and initiatives include reporting directly to Senior Leadership teams and product owners across Ascensus. - Lead and develop a team of Compliance Consultants to provide consultative solutions for our clients to increase client retention and satisfaction. - 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 - 10 years industry experience in retirement services environment, including plan design and the effects on the compliance of a retirement plan. - Extensive knowledge of IRS, ERISA, and DOL regulations including the compliance testing associated with sections 401(a)(4), 402(g), 414(s), 410(b), 415, and 416. - Expertise in profit sharing contributions specifically using the new comparability formula. - Ability to make sound business judgments while effectively balancing client needs and organizational considerations. - Advanced analytical and problem solving skills. - Ability to work additional hours as necessary to meet business needs. - Consistently demonstrate a superior level of proactive client focus. - Consistent demonstration of applying consultative solutions to address client needs. - Ability to work with a high level of independence. - Ability to work within a team structure to ensure common goal of providing exceptional customer service. - Superior coaching and mentoring skills. - Excellent presentation skills, oral and written communication professionalism and etiquette, client service skills and time management proficiency. - Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.

• Managing the relationship with the client through the implementation of new products, mergers, terminations, ongoing communications, and client transitions between products and services. • Acts as the liaison to evaluate client needs by developing, recommending and implementing solutions. • Providing operational process support to clients and Ascensus staff. • Escalating any compliance or procedural discrepancies. • Coordinating follow up to resolve technology barriers.

• Provide consulting services to internal and external clients, client’s attorneys and CPAs • Conduct Peer Call Reviews and provide feedback to colleagues • Conduct presentations and technical training • Develop advanced training modules • Draft and update retirement plan documents and notices • Conduct compliance audits and perform fee-for-service engagements • Execute research projects and write industry articles • Mentor Consultant (Level 2)

Role Description This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans. - Perform monthly audits of all asset and non-asset based invoices for accuracy and completeness. - Reconcile fees for asset and non-asset based plans to those fees listed in the service agreements. - Prepare fee processing requests based on service and compensation agreement terms. - Handle special invoice and manual invoice requests. - Prepare and review partner level invoice(s), if applicable. - Reconcile any payments received by check and process to lockbox. - Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees. - Process internal conversions. - Prepare monthly wire and quarterly plan receivable reconciliations, if applicable. - Reconcile final payments prior to plan liquidations. - Request termination refunds. - Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests. - Assist with updating address/phone changes, update billing systems as needed. - Create and maintain documents/procedures as needed to meet Sarbanes-Oxley requirements. - Perform other duties and special projects as assigned by management. Qualifications - Bachelor’s degree in accounting/finance or equivalent combination of training and experience preferred. - 3-5 years experience with PC’s and MS Office software applications. - Experience with AS400 is preferred but not required. - Detail oriented with strong organizational and time management skills. - Strong written and verbal communication skills. - Strong interpersonal skills with internal and external clients. - Ability to handle multiple priorities and meet deadlines. - Ability to work independently as well as with a team in a fast-paced environment. - Basic understanding of auditing concepts, account reconciliation skills and math skills. - Proven problem solving skills, along with an ability to quickly comprehend and analyze data. Requirements - 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. - The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Company Description We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.

• Develop and maintain strong relationships with advisors, consultants, plan sponsors, and institutional partners. • Partner with the RVP to execute territory strategy and drive new and existing business growth. • Proactively uncover new business opportunities, actively sell FuturePlan solutions, and advance prospects through the pipeline. • Manage day-to-day sales activity, including pipeline tracking, CRM updates, follow-up, and new business submission. • Support proposal development, documentation, and full sales lifecycle execution. • Provide expert guidance on plan design and retirement solutions. • Deliver customized, client-specific recommendations leveraging FuturePlan’s capabilities. • Conduct presentations and support industry events to drive engagement and brand presence. • Educate partners to enhance their ability to win and retain business. • Monitor territory performance and align activity to sales goals. • Maintain industry and product knowledge through ongoing learning. • Partner with internal teams to ensure a seamless client experience. • Uphold data security standards and demonstrate company values in all interactions. • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus.

• Develop a thorough understanding of our business, products and services. • Consistently deliver a high level of proactive client service in a professional manner. • Develop effective working relationships with team and internal departments to deliver effective service for our clients. • Provide thorough, high quality research, problem solving and issue resolution. • Weigh client perspective and business needs when addressing issues and identifying potential solutions. • Successfully identify, record, monitor, and close items for assigned clients. • Ensure inquiries and issues are resolved and service levels are met. • Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle. • Help drive increases in client retention by reacting appropriately to client communications and activities. • Achieve individual and team goals for service levels, growth and retention for assigned book of business. • Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients. • Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.). • Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals. • Support the sales team in their efforts to attain more business. Provide references as requested. • Perform other duties and participate in special projects as assigned.

Lead UX Designer, Digital Program Location: Philadelphia United States Job Description: Lead UX Designer, Digital Program - Philadelphia, Pennsylvania - Full time - Remote - Ascensus Add to favorites View favorites 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. Section 1: Position Summary Lead the user experience design for web and mobile solutions that help millions of people achieve their financial goals. Use design thinking techniques and strong collaboration across business, design, analytics, and development functions to solve complex, large-scale problems and create experiences our customers love and that drive results for the business. Lead the UX discipline and drive culture and process improvements. Use creative and technical problem-solving skills to guide UX strategy and execution. Portfolios required Section 2: Job Functions, Essential Duties and Responsibilities - Drive the UX strategy and execution on the most complex, program-level initiatives. - Lead the creation of web and mobile solutions by using a range of skills. Proficient in all of the following, and expert in at least two: user research, interaction design, visual design, and information architecture. - Extensive knowledge of the competitive landscape and of the Ascensus brand. - Drive a user-centered design culture, innovation, and process improvements up, down, and across the organization. - Able to resolve disparate user and business needs, to drive clarity and alignment across stakeholders. - Portfolio demonstrating expertise solving the most complex UX problems and designing thoughtfully crafted web and mobile experiences on large-scale projects. - Prototype and scale UX solutions for new products, services, features, and enhancements from journey maps through detailed designs. - Build strong, collaborative relationships across design, business, development, and analytics teams. Manage expectations within the team and with clients. - Use qualitative and quantitative analysis techniques to drive design decisions and ensure that solutions have the intended impact. - 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. Supervision - Position will report to Director , UX Section 3: Experience, Skills, Knowledge Requirements - Undergraduate degree or equivalent experience in a creative or technical field. Graduate degree preferred. - Minimum 10 - 15 years of experience or equivalent combination of experience and education. - Portfolio demonstrating extensive experience solving the most complex UX problems and designing thoughtful, innovative web and mobile experiences for large-scale clients. - Exceptional collaboration skills. High degree of creativity, empathy, and passion. - Stellar communication skills (storytelling, visualization, use of qualitative and quantitative data) to enlist support for initiatives and ignite enthusiasm to execute. Able to drive clarity on the largest and most difficult projects. - Expert in Design Thinking, Agile, and Lean methodologies. - Highly proficient in the use of design and prototyping software (Adobe, Sketch, InVision, etc.) - Deep knowledge about web and mobile UX patterns, best practices, and emerging technologies. Understanding of HTML/CSS. - Excellent organizational skills. Able to switch between tasks across projects. - Able to give and receive feedback and interpret critique to enhance project outcomes. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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.

• Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. • Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned. • Facilitate daily transactional activity with the Trustee and trading desk. • Serve as initial escalation point for participant call center inquiries. • Responsible for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data.

• Responsible for growing Newport’s distribution of non-qualified retirement plan services • Develop relationships with advisors and third parties • Consult with advisors to grow their business through implementation of Newport Institutional Solutions products • Provide timely updates of customer relationship management system (CRM) • Collaborate with team that consistently meets revenue targets