Ascensus · 13 hours ago
Head of Transition Services – Client Services/Onboarding (MEP/PEP exp.) Remote or Hybrid
United States
Full-time
Hybrid
Director/Executive
$150K/yr - $190K/yr
10+ years expAscensus is the leading independent technology and service platform powering savings plans across America. The Head of Transition Services – Client Services/Onboarding is a transformational leader responsible for driving results through strategic innovation and operational excellence, overseeing multiple teams and building strong partnerships with clients.
ConsultingRetirementTraining
Responsibilities
Lead with vision and adaptability, inspiring teams to embrace change and deliver superior results
Drive transformation in onboarding processes by leveraging data and technology to eliminate barriers and accelerate readiness
Develop and execute an annual business plan aligned with strategic objectives, ensuring clarity and measurable impact
Champion a results-oriented culture, using KPIs and client feedback (NPS, satisfaction scores, timing metrics) to continuously improve performance
Build strong relationships with stakeholders to ensure alignment and collaboration across functions
Align priorities to maximize client experience, revenue growth, retention, and scalability
Own budget planning and ensure financial discipline while supporting innovation and growth
Accountable for project management teams that onboard new and existing relationships onto Ascensus’ core record keeping and ancillary platforms
Enhance speed of organizational readiness and preparedness with products, services, and client demand
Foster an environment that reflects our Core Values: People Matter, Quality First, and Integrity Always®
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
Inspire and empower leaders to navigate complexity and deliver transformational outcomes
Provide coaching and mentorship to develop leadership capabilities and future-ready talent
Promote accountability and continuous improvement through transparent communication and actionable feedback
Actively engage with associates to enhance satisfaction and performance, turning insights into tangible results
Motivate, lead and support all teams in monitoring and achieving both project based and daily production commitments, SLA and metrics as well as workflows in order to meet service commitments
Qualification
Required
Bachelor's degree in Business Administration or related field
10+ years of leadership experience, including managing multiple functions in a dynamic environment
Proven ability to lead through change, drive strategic initiatives, and deliver measurable business results
Expertise in Defined Contribution plans, including Pooled Plan (MEP/PEP) knowledge is strongly required
Exceptional communication, analytical, and problem-solving skills
Strong proficiency in MS Office and familiarity with onboarding systems and platforms
Professional demeanor and experience with client meetings
Detail-oriented and be able to work well within given timeframes and standards
Working knowledge and understanding of systems and platforms that support onboarding processes and services
Preferred
Advanced degree preferred
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase