Vice President of Documents and Agreements
The Vice President of Documents and Agreements will help execute our companys vision and goals by managing daily operations, developing long term strategic plans, annual operating plans and budgets, setting performance goals, and establishing company policies related to the drafting and delivery of plan documents, service agreements, related documents and amendments as well as all related system updates to ensure accurate and compliant plan administration on our recordkeeping platform.
This role will direct and work with the business owners and other centers of excellence within service and operations to ensure client satisfaction and support while adhering to contractual standards for the assigned partners and products while shaping the document and agreement strategy. Specifically, they will partner with other senior leaders, Legal, Risk and Compliance, Institutional Relationship Management and Service to ensure our services and offerings are legislatively compliant and meet other legal standards such as data security.
Responsibilities :
- Develop and execute strategic plans and company policies, maintain an open dialogue with stakeholders and drive organizational success
- Provide leadership and management of :
Department budget(s)
Strategic visionAnnual operating plan to achieve client success while delivering efficiency targetsAchieving associate and revenue retention objectivesMaintaining and developing operational controlsDriving process and technology innovationDrive the successful execution of Mass Document Events to :Timely deliver legislative amendments, restatements and related agreements or documents
Drive a positive delivery experience and client satisfactionMaximize efficiency through proper planning to drive lower execution costs while maximizing revenueProvide day-to-day leadership, direction, and coaching to accountable team members to achieve business resultsResponsible for organizational planning, annual staffing, operating plans, achieving revenue objectives, and budgeted expense targetsResponsible for team reporting, data management, system updates and technical enhancementsHolds regular one-on-ones and team meetings to review strategic goals and initiatives, discuss individual development and performance, and promote team buildingWorks in conjunction with cross functional teams and key stakeholders to set priorities for the approval and implementation of document processes and system updatesFocused on continuous improvement for both internal and external customers including :Identifying and defining opportunities for greater efficiency and minimizing processes
Identifying and rectifying inaccuracies of internal proceduresAnalyzing data to identify trends and opportunitiesMotivates and leads teams through changeIdentifies, tracks, and monitors key performance metrics and effects operational changes to improve performanceParticipates in strategic initiatives and collaboration opportunities across the organizationIdentifies risks and develops solutions to address, mitigate and / or eliminateResponsible 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.Supervision :
Work with their leadership team of 3 to 5 direct reports, to establish and manage team deliverables, ensuring that service level objectives are consistently achieved or exceededDevelop leaders through formal and informal coaching to :Leading associates
Developing constructive working relationshipsExpanding operational skills and document managements knowledgeEvolving and building broader business acumenProvide guidance to the leadership team and staff daily related to overall workload and in addressing service escalations timely and completelyResponsible for providing leadership and staff with consistent feedback on performance and areas of improvement, including conducting annual performance reviewsDevelop leaders and staff expertise, abilities, and skills to demonstrate our commitment to the development of our associates and drive their career pathsAbility to incorporate large teams of temporary and offshore associates for extended periods of time to drive the successful execution of legislative amendments and restatements known as "mass events"Continuously and actively seek out ways to improve associate satisfaction and deliver client-driven resultsRequirements :
Bachelor's degree in business or equivalent work experience. Master's degree preferred8-10 years' experience in retirement services industry, particularly experience with retirement plan documents, service agreement and system updates for defined contributions plansProven leadership experience, with solid decision-making skills and building strong operational teamsDemonstrated experience and knowledge of the legislative / regulatory environment in the retirement industryHigh level of integrity and ethical judgment, with a commitment to fostering a culture of collaboration and serviceExcellent analytical and problem-solving skillsExcellent written and verbal communication skillsMust build and maintain strong relationships with a variety of internal and external counterpartsAbility to travelThe national average salary range for this role is $150-200k in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range 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 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.
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.
