Vice President, Investment and Wealth Solutions - United States - Ascensus

    Ascensus
    Ascensus United States

    14 hours ago

    Description

    Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
    Responsible for driving new revenue growth and profitability across the Ascensus platform by optimizing existing asset manager partnerships, driving co-manufacturing and product innovation opportunities in support of partner efforts to drive client expansion opportunities through the workplace and is accountable for the achievement of business objectives working in partnership with the leaders of Ascensus' four lines of business as well as various centers of excellence.
    This position can be remote or hybrid to our Newton, MA location.
    Job Functions, Essential Duties and Responsibilities:
    Strategic Execution:

    • Execute on a comprehensive strategy to drive revenue growth focused on Investment Solutions
    • Collaborate with business line leaders to align strategies and ensure cohesive execution across the organization
    Optimize Revenue from Existing Partners:
    • Identify opportunities to maximize revenue from current asset manager relationships
    • Develop curated product offerings and complete solution sets to enhance value for partners and clients
    Co-Manufacturing and Product Innovation:
    • Explore and evaluate opportunities for co-manufacturing investment products with asset managers
    • Drive targeted product innovations in areas such as private investments, stable value, QDIA/Target Date Funds, active strategies, etc.
    Wealth Management Solutions:
    • Evaluate opportunities for asset management partners to share in the growth of wealth solutions.
    Stakeholder Management:
    • Build and maintain strong relationships with key stakeholders, including asset managers and internal business leaders
    • Ensure alignment of economic models, incentives, and commercial differentiation approaches with organizational goals
    • Culture Carrier. High degree of emotional intelligence and executive maturity. Open, engaging, inspires others, listens well, holds others accountable and drives change and growth. Capability to lead cultural evolution.
    • Responsibility. Makes sound judgments for the long term and owns the results.
    • Drive for Results. Ensures things are getting done at an appropriate pace, impacting business performance at the highest levels; for instance, they evoke ownership and accountability, streamline processes and structure, and reallocate resources quickly and flexibly. Possesses a strategic commercial mindset.
    • Foster a culture of innovation, collaboration, and excellence within the team
    • Establishes a clear vision and strategy and communicates that vision in a way that creates clarity and inspires action.
    Requirements:
    • Minimum 15 years of relevant experience
    • Ability to drive growth of enterprise value through working with institutional partners & large-scale distribution as well as through periods of transformation.
    • Growth mindset with proven experience and strong results leading large scale complex business segments with significant growth potential with resources and partners across the US.
    • Experience enhancing relationships with clients, advisors, and industry influencers and superior interpersonal skills with all levels.
    • Demonstrated experience in retirement/savings industry, asset management, and wealth management channels, with understanding of products/solutions, distribution/service models, key competitors, and centers of influence.
    • Strong detail orientation. Comfortable working in a dynamic, fast-paced, informal, and collaborative culture
    • Ability to lead within a tech-enabled business and drive the development of suitable technology solutions and product and services platforms that deliver differentiation in the marketplace and effectuate great outcomes.
    • Customer Centric. Strong customer focus with a proven track record of driving customer growth through the adoption of products and excellence in service. Brings the ability to leverage insights to build innovative products and solutions.
    • Strong collaboration skills, which lead to the ability to identify meaningful new opportunities and to demonstrate joint accountability for organizational success with peers.
    • Courage, intelligent risk taking, being a catalyst for decision making and ability to effect change within the larger organization.
    • Travel required
    • 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.
    • 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.
    The national average salary range for this role is $200-300k 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 more information, please visit
  • Work in company

    Solution Architect

    Only for registered members

    Required Skills: · • 8+ Years of Solution Architecture – Developing end to end solutions in the wealth management or insurance industry · • 1+ Years leading solution design for a document management / customer communications management (CCM) engagement (Quadient and Documaker or ...

    United States $140,000 - $220,000 (USD) per year

    17 hours ago

  • Work in company

    Product Manager

    Only for registered members

    · The Product Manager for Wealth Management UI/UX will lead the design and development of user-centered solutions tailored for our wealth management platform. This role is vital in enhancing the customer experience by creating intuitive and accessible interfaces, ensuring users ...

    United States $80,000 - $140,000 (USD) per year

    17 hours ago

  • Work in company Remote job

    Independent Precious Metals Advisor

    Only for registered members

    We are seeking experienced, entrepreneurial professionals to join our team as Independent Precious Metals Advisors. · Educate clients on physical gold and silver ownership · Introduce precious metals as a non-correlated asset within broader financial or retirement strategies · ...

    United States

    1 month ago

  • Work in company

    Associate Financial Advisor

    Only for registered members

    The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Baird Qualified Team to assist in their ability to offer sophisticated wealth management solutions. · ...

    Northern Full time

    1 month ago

  • Work in company

    Sales Representative/Relationship Manager

    Only for registered members

    The Role: Equable Shares is a boutique ETF issuer specializing in hedged equity strategies. We are looking for a Sales Representative/Relationship Manager to expand our footprint within the Wealth Advisor and RIA channels. · What You'll Do · Identify & Engage: Build relationships ...

    United States

    1 week ago

  • Work in company Remote job

    Independent Insurance Advisor

    Only for registered members

    We are seeking self-motivated, experienced insurance professionals in TX, FL and CT who are looking for a more professional independent home. You will focus on asset protection and income planning through fixed insurance products operating as a specialist within our broader wealt ...

    United States

    1 month ago

  • Work in company Remote job

    Product Manager

    Only for registered members

    Benefits: · Competitive salary · Opportunity for advancement · Training & development · Product Manager (Model Marketplace / Proposal Generation / Managed Accounts) · Location: Texas – Remote (within TX) · What we offer · Fully remote engagement with clear delivery ownership · St ...

    United States $80,000 - $140,000 (USD) per year

    1 week ago

  • Work in company

    Regional Reinsurance Executive

    Only for registered members

    The Divisional Reinsurance Executive supports enterprise growth by managing dealer reinsurance partnerships and driving Profit Participation Programs across all APCO brands. · ...

    United States

    1 month ago

  • Work in company

    Founding Enterprise Account Executive-WealthTech

    Only for registered members

    We are representing an innovative WealthTech company that is transforming how leading financial institutions approach retirement income planning. With a proven platform already managing over $150 billion in retirement assets, this pioneering firm is now poised for rapid growth – ...

    United States

    18 hours ago

  • Work in company

    Senior Wealth Strategist- High Net Worth Tax

    Only for registered members

    Team Overview: · Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong collaborator? Do you have a background in financial planning, with an emphasis on tax strategies? What about experience supporting Financial ...

    United States

    17 hours ago

  • Work in company Remote job

    Product Manager

    Only for registered members

    Benefits: · Competitive salary · Opportunity for advancement · Training & development · Product Manager (Model Marketplace / Proposal Generation / Managed Accounts) · Location: Georgia – Remote (within GA) · What we offer · Fully remote setup with cross-functional collaboration · ...

    United States $80,000 - $140,000 (USD) per year

    1 week ago

  • Work in company

    CRNA/NP Financial Consultant

    Only for registered members

    Job Overview · We are seeking a dynamic and detail-oriented CRNA/NP Financial Consultant to join our growing financial services team. In this role, you will specialize in providing customized financial protection and wealth-building strategies for Certified Registered Nurse Anest ...

    United States

    2 weeks ago

  • Work in company

    Solution Architect

    Only for registered members

    · About Alpha Group · Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialist, sector-focused strategy, management consulting, and technology expertise to support the entire clien ...

    United States $140,000 - $220,000 (USD) per year

    17 hours ago

  • Work in company

    Account Executive, Mid-Market

    Only for registered members

    We are a startup with big ambitions: to make estate planning modern, visual, and intelligent. Vanilla is the first AI-powered estate advisory platform, built by advisors, planners, and attorneys to transform how wealth is transferred across generations. · ...

    United States

    1 month ago

  • Work in company

    Director of Sales

    Only for registered members

    +We are seeking a Director of Sales to lead and scale Planet Wealth's sales organization. · ...

    United States

    1 month ago

  • Work in company

    Principal Director, Finance Shared Services

    Only for registered members

    Description · Envestnet is seeking a Principal Director, Finance Shared Services to join our Finance department. · Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by indus ...

    United States

    23 hours ago

  • Work in company

    Sr. Account Executive, Financial Services

    Only for registered members

    · Powering Performance Marketplaces in Digital Media · QuinStreet is a pioneer in powering decentralized online marketplaces that match searchers and "research and compare" consumers with brands. We run these virtual- and private-label marketplaces in one of the nation's largest ...

    United States

    18 hours ago

  • Work in company

    Senior Manager, Publisher

    Only for registered members

    · Powering Performance Marketplaces in Digital Media · QuinStreet is a pioneer in powering decentralized online marketplaces that match searchers and "research and compare" consumers with brands. We run these virtual- and private-label marketplaces in one of the nation's largest ...

    United States

    17 hours ago

  • Work in company

    Sr. Business Development Manager, Banking

    Only for registered members

    · Powering Performance Marketplaces in Digital Media · QuinStreet is a pioneer in powering decentralized online marketplaces that match searchers and "research and compare" consumers with brands. We run these virtual- and private-label marketplaces in one of the nation's largest ...

    United States $100,000 - $135,000 (USD) per year

    17 hours ago

  • Work in company Remote job

    Senior Data Engineer - 0122 SS #8

    Only for registered members

    We are seeking a highly skilled Senior Data Engineer to design build and maintain scalable data platforms that support complex business compliance use cases. · Design develop and manage scalable ETL/ELT pipelinesCreate new optimize existing data models schemas including event-lev ...

    United States

    1 month ago

  • Work in company

    Senior Payroll Analyst

    Only for registered members

    Description · Envestnet is seeking a Senior Payroll Analyst to join our Total Rewards and Payroll department. · Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry ...

    United States $75,000 - $115,000 (USD) per year

    2 weeks ago

Jobs