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National Practice Leader - ESOP

FuturePlan, by Ascensus

in Remote

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 FuturePlan National Practice Leader has a unique opportunity to participate in and drive forward the transformation of the TPA industry by leading a specialized ESOP practice ultimately contributing to the overall success of FuturePlan. The FuturePlan National Practice leader is responsible for working with their team, peers and business partners to define product solutions and delivery models, identify and implement specific actions intended to increase the team’s overall morale; unify disparate business practices across FuturePlan teams; improve service and value delivered to clients driving improved client retention; enhance the visibility of the group in their competitive market/s; secure additional and more profitable business while working towards developing a dominant position in their target markets.  

***This position is fully remote in any of the lower 48 states***

Responsibilities:

• Lead continuity and conversion efforts, including technology and process.
• Lead team employing strong change management techniques. 
• Develop and implement strategies that will successfully promote the practice’s value, increase market share and drive increasing profitability
• Create and implement communication strategies which articulate the practice's vision, mission, and overall direction; coordinating all messaging with the value-add proposition and story of Ascensus and FuturePlan
• Responsible for revenue management and budgeting; review financials, monitor expenses, and ensure the financial success of the organization
• Cultivate comprehensive business plans aimed to contribute to the goals and objectives of FuturePlan
• Look for expansion opportunities, such as new clients, markets and industry developments
• Forge and maintain relationships internally and externally resulting in expanded practice growth and visibility
• Be aware of external competition from local and national companies who work in similar areas, and keep up to date with the overall economic landscape
• Partner with shared service and functional leaders to ensure effective alignment and delivery of capabilities across back-off (operations, offshore, technology), middle-office (product, marketing), and front-office (sales, service) activities.
• Champion delivery of service excellence resulting in year over year improvements in client retention and world-class NPS scores
• Leverage and support our national sales and institutional teams in business development efforts including RFPs and institutional team opportunities
• Represent the organization, liaison with external companies and other third parties, participate in professional networking and conference attendance
• Maintain solid understanding of FuturePlan and Ascensus overall health
• Take proactive measures against possible challenges, and resolve issues quickly, managing crises rapidly and effectively when necessary
• Create an inspiring team environment with an open communication culture while encouraging creativity and risk taking
• Monitor team performance and report on metrics
• Oversee human capital, leadership development and succession planning efforts for key practice talent
• Commitment to providing excellent guidance and coaching to associates via Continuous Dialogue which incorporates performance feedback, career development and reward for performance
• Compliance with all internal policies and legal regulations in every area of the practice’s daily activity, including fostering development of short and long-term plans, policies, and guidelines in this area
• Prepare for and respond to regulatory changes that impact deliverables and products
• Drive successful unification of acquisition teams, including leading teams successfully through change and driving employee retention of top talent
• Manage operating budget resulting in year over year increase in revenue and profitability
• Perform other duties and special 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
• Promote and model I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always®

Requirements:

• Bachelor’s degree in Business, Accounting, Finance, Marketing – Actuarial Credentials; or related field, or equivalent combination of education and experience
• Minimum 15 years of experience in retirement/practice administration
• 10+ years people-leader experience in a senior-level capacity
• ESOP knowledge and experience is a significant asset
• Strong communication skills and leadership demonstrated in practice market
• Excellent written and oral communication skills.  The ability to communicate effectively; clear, concise, and professionally.
• Previous management experience
• Ability to lead and work in a team environment
• Ability to react to change productively and handle other essential tasks
• Ability to work well under pressure with multiple priorities and deadlines
• Ability to operate effectively in a fast-paced, unsupervised environment
• Excellent communication and customer service vision
• Strong solutions-oriented skills
• Ability to focus on short-term objectives without losing sight of long-term goals/value working in an environment of blitz-scaling and agile development
• Proven track record of success in driving change and leading process improvement efforts
• Action-oriented
• Servant leader
• Strong ethics and integrity
• Analytical thinking to arrive at conclusions after analyzing data and information; demonstrated decision-making skills

The national average salary is $150,000 – $200,000, exclusive of any bonuses and benefits. This salary range represents the low and high end 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.

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.

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.

At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity—housed within our Core Values: People Matter. Quality First. Integrity Always.®

As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.

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”). 

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