The Transition Services Implementation Director is a role that leads the development and execution of a repeatable institutional onboarding model, ensuring the alignment with organizational goals. This role involves managing the activity on the institutional product onboarding roadmap, managing cross-functional collaboration and delivering Ascensus solutions that deliver exceptional customer and saver experiences. A multi-faceted role with responsibility for executing and evolving a model and roadmap for the onboarding of institutional, large market and high priority/sensitive clients.
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.
- 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.
- Client, Intermediary, and Partner satisfaction
- Holistic ownership mentality for assigned activities
- Drives accountability and is responsible for the successful and timely onboarding completion of assigned activities
- Accountable to ensure all attributes of good order product definition are established and resolution of open items is completed
- Accountable to manage the deliverables of internal and external partners for each client project
- Interacts with c suite both internal/external; negotiates critical client decisions needed for successful completion of each project
- Can articulate the onboarding model both written and verbal
- Facilitate key meetings with the client throughout the onboarding process
- Supports pre-sales activity including sales finals presentations, contributes to the underwriting process and RFP responses clearly articulating our capabilities
- Develops and implements a project plan for each project
- Provides input into the institutional onboarding Capacity Plan; utilizing a slot approach with the following attributes: available capacity, time to complete (6 weeks), good order
- Documents best practices and lessons learned for enhancing ongoing services models; facilitates internal partner education
- Prepares formal updates for the client, senior management and internal stakeholders
- Minimization of errors/losses to Ascensus
Supervision:
- No direct reports, but provides critical leadership and influence on Transition Services & Operations
Section 3: Experience, Skills, Knowledge Requirements
- Minimum of a bachelor’s degree in business, or a related field
- 10+ years of industry experience with strong expertise in the Defined Contribution (DC) and Defined Benefit (DB) plan administration/onboarding across multiple delivery models and market segments
- Strong knowledge of Ascensus product offering or related retirement industry products and services; deep organizational awareness - institutional knowledge
- Ability to direct and motivate teams of people to encourage high standards of performance without formal authority
- Strong project manager acumen; PMP or CAPM project management desired
- Proven experience in business product ownership and execution within DC and DB onboarding programs
- Strong analytical and problem-solving skills, with the ability to make data-driven decisions
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with technical and non-technical stakeholders
- Both consultative and persuasive in their approach
- Adept at demonstrating soft skills such as collaboration, creative thinking, critical observation, decision making and problem solving
- Ability to work in a fast-paced environment and deliver high-quality work that adheres to all standards, regulatory, and audit requirements
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 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.
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