Manager, FuturePlan

Ascensus

. Manage a staff of Consultants and Assistants delivering retirement plan services to plan sponsors, brokers/agents and financial partners .

Posted 9/23/2026full-timeRemote • United StatesSeniorLead💰 $85,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing retirement plan services, including compliance and recordkeeping, while fostering team development and maintaining high service standards. Proficient in project management and performance evaluation to drive operational efficiency and client satisfaction.

Highest-signal resume keywords

Retirement Plan ManagementProject ManagementCoaching and MentoringAnalytical Problem SolvingMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan KnowledgeCompliance ServicesRecordkeeping ServicesPerformance PlanningMetrics Reporting

Soft Skills

Interpersonal SkillsPresentation SkillsWritten Communication SkillsOral Communication SkillsConflict Resolution Skills

Certifications & Qualifications

Bachelors DegreeASPPA CertificationCEBS Certification

Industry Keywords

ConsultingClient ServiceStaff DevelopmentWorkflow ManagementPerformance Feedback

About the role

Key responsibilities & impact

Manage a staff of Consultants and Assistants delivering retirement plan services to plan sponsors, brokers/agents and financial partners
Maintain service standards and an environment promoting achievement and professional growth
Protect, secure, and properly handle confidential Ascensus data
Motivate, lead, support, and train team members to provide excellent customer service
Participate in hiring by conducting interviews and evaluating candidates
Provide periodic performance feedback and complete performance planning, updates, and annual appraisals
Coordinate processes and procedures with other managers
Participate in leadership meetings, associate meetings, project activities, and annual planning
Monitor service levels, phone activity, associate productivity, and metrics
Plan and organize workflow to meet service commitments
Produce weekly/monthly production metrics reports
Develop staffing strategies to allocate resources according to business needs and client service objectives
Coordinate training and instruction for new associates
Develop staff industry knowledge, business skills, and professional development
Develop workflow alternatives, recommend process improvements, and help implement changes
Perform other duties and special projects as assigned

Requirements

What you’ll need

Bachelors Degree required
Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred
3-5 years supervisor/managerial industry experience
7-10 years overall industry experience
Proficiency with Microsoft Office
Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services
Excellent analytical and problem solving skills
Ability to work well under pressure with multiple priorities and deadlines
Strong Interpersonal Skills
Polished Presentation Skills
Excellent Written and Oral Communication Skills
Excellent Conflict Resolution Skills
Proven Project Management Skills
Superior Coaching and Mentoring Skills
Superior Time Management Skills
Ability to travel, if needed

Benefits

Comp & perks

401(k) match
Medical
Dental
Vision
Paid-Time-Off
EEO employer M/F/D/V