Teams at Ascensus

Manage daily treasury operations including cash management, banking activity, transfers, reconciliations, forecasts, month-end close support, bank relationships, compliance (SOX, audits), and treasury reporting; support system enhancements, M&A integration, and intercompany/derivative settlements.

Lead strategy, product development, and national distribution for workplace 529 and ABLE solutions. Build partnerships with brokers, HRIS and benefits platforms, define product and operational requirements, set pricing and P&L, and design the organizational model to scale employer-based education savings offerings.

Provide ERISA retirement plan consulting including compliance research, drafting and reviewing 401(k)/403(b) employer-level plan documents using PAS, support plan analyses, contribute to training and special projects, and mentor analysts.