Ascensus
Join to apply for the
Onboarding Consultant
role at
Ascensus .
FuturePlan is the nation’s largest third‑party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high‑touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast‑growing client base from coast to coast.
FuturePlan Onboarding Consultant As an Onboarding Consultant at FuturePlan, you will own the end‑to‑end onboarding experience for all retirement plan types—start‑up and takeover plans—ensuring a seamless transition from sales through go‑live. Acting with a “Day 1” mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence.
Job Functions, Essential Duties and Responsibilities
Protect, secure, and properly handle all confidential data held by Ascensus to prevent unauthorized access, improper transmission, or unapproved disclosure.
Own the onboarding process from plan sale through successful go‑live, serving as the primary point of contact for clients and advisors.
Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation.
Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed.
Update systems and reports consistently to reflect real‑time progress and ensure transparency throughout the onboarding lifecycle.
Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
Monitor internal task completion to ensure deadlines met and dependencies managed effectively.
Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards.
Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly.
Provide accurate plan education to financial professionals and clients through ongoing training and self‑development.
Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Experience, Skills, Knowledge Requirements
Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
Proficiency in MS‑Office software applications, including Excel and Word.
1–3 years of industry experience in financial services or retirement services environment is preferred.
Minimum of 2 years of experience with Datair or similar system preferred.
Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents.
Excellent presentation skills, telephone etiquette, professionalism, client service skills and time management proficiency.
Excellent written and oral communication skills; the ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base.
Possess excellent analytical abilities, attention to detail, accuracy and problem‑solving ability.
Ability to work in a team environment to ensure the common goal of providing exceptional customer service.
Ability to react to change productively and handle other essential tasks as assigned.
Ability to work well under pressure with multiple priorities and deadlines in a fast‑paced environment.
Ability to make dependable judgments concerning issues that, if mishandled, could create substantial financial and client‑relations liabilities for the company.
Must possess strong facilitation, negotiation, and conflict‑resolution skills.
Ability to escape issues to appropriate levels within an organization.
Ability to work additional hours as necessary to meet business needs.
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start‑up, takeover) strongly preferred.
Familiarity with record‑keeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
Experience with plan reconciliations, trust accounting, and conversion processes.
Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
For all virtual remote positions, a reliable uninterrupted virtual workspace and a minimum internet speed of 25 Mbps (or higher if multiple users share the connection) are required. Remote work also requires a dedicated family care arrangement during business hours.
The national average salary range for this role is $75‑85k base pay, exclusive of any bonuses and benefits. Other rewards and benefits may include 401(k) match, medical, dental, vision, paid‑time‑off, etc. For more information, visit https://careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.
#J-18808-Ljbffr
Onboarding Consultant
role at
Ascensus .
FuturePlan is the nation’s largest third‑party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high‑touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast‑growing client base from coast to coast.
FuturePlan Onboarding Consultant As an Onboarding Consultant at FuturePlan, you will own the end‑to‑end onboarding experience for all retirement plan types—start‑up and takeover plans—ensuring a seamless transition from sales through go‑live. Acting with a “Day 1” mindset, you will take full responsibility for managing client and advisor expectations, driving timelines, and delivering an exceptional onboarding experience that reflects FuturePlan’s commitment to excellence.
Job Functions, Essential Duties and Responsibilities
Protect, secure, and properly handle all confidential data held by Ascensus to prevent unauthorized access, improper transmission, or unapproved disclosure.
Own the onboarding process from plan sale through successful go‑live, serving as the primary point of contact for clients and advisors.
Manage all onboarding activities including plan design validation, data collection, asset conversion oversight, and account setup with precision and compliance.
Effectively prioritize and manage caseload to consistently meet or exceed departmental service standards for quality and timeliness with minimal supervision.
Provide clear role definition and guidance to all stakeholders involved in the onboarding process to ensure alignment and accountability.
Collaborate across teams to identify and implement process improvements that enhance efficiency and client experience.
Coordinate documentation and approvals with clients and advisors to ensure all onboarding requirements are complete and accurate for plan installation.
Maintain proactive communication with internal departments (Sales, Onboarding Management, Service) through workflow updates and status reporting to keep all parties informed.
Update systems and reports consistently to reflect real‑time progress and ensure transparency throughout the onboarding lifecycle.
Deliver client training and support to facilitate timely completion of client responsibilities and resolve issues promptly.
Monitor internal task completion to ensure deadlines met and dependencies managed effectively.
Ensure compliance and accuracy during plan conversions and asset transitions, applying FuturePlan’s best practices and operational standards.
Build trust through proactive communication with clients and advisors, anticipating needs and addressing concerns quickly.
Provide accurate plan education to financial professionals and clients through ongoing training and self‑development.
Champion continuous improvement by identifying opportunities to streamline processes, reduce risk, and elevate client satisfaction.
Experience, Skills, Knowledge Requirements
Bachelor’s degree in Accounting, Business Administration, Mathematics, or equivalent work experience.
Proficiency in MS‑Office software applications, including Excel and Word.
1–3 years of industry experience in financial services or retirement services environment is preferred.
Minimum of 2 years of experience with Datair or similar system preferred.
Basic level knowledge base of ERISA, DOL and IRS regulations, and plan documents.
Excellent presentation skills, telephone etiquette, professionalism, client service skills and time management proficiency.
Excellent written and oral communication skills; the ability to communicate effectively (clear, concise and professionally) with all levels within the FuturePlan organization, as well as with our client base.
Possess excellent analytical abilities, attention to detail, accuracy and problem‑solving ability.
Ability to work in a team environment to ensure the common goal of providing exceptional customer service.
Ability to react to change productively and handle other essential tasks as assigned.
Ability to work well under pressure with multiple priorities and deadlines in a fast‑paced environment.
Ability to make dependable judgments concerning issues that, if mishandled, could create substantial financial and client‑relations liabilities for the company.
Must possess strong facilitation, negotiation, and conflict‑resolution skills.
Ability to escape issues to appropriate levels within an organization.
Ability to work additional hours as necessary to meet business needs.
5+ years of experience in retirement plan administration, onboarding, or financial services; experience with multiple plan types (DC, DB, start‑up, takeover) strongly preferred.
Familiarity with record‑keeping platforms such as FTW and ASC; ability to quickly learn and adapt to new technology tools.
Advanced proficiency in Microsoft Office Suite (Excel, Word, Outlook); ability to manage and analyze data effectively.
Working knowledge of ERISA, IRS, and DOL regulations, and plan document structures (prototype and individually designed).
Experience with plan reconciliations, trust accounting, and conversion processes.
Proficiency in InContact (call center platform) and Salesforce (CRM) for client communication and workflow management.
For all virtual remote positions, a reliable uninterrupted virtual workspace and a minimum internet speed of 25 Mbps (or higher if multiple users share the connection) are required. Remote work also requires a dedicated family care arrangement during business hours.
The national average salary range for this role is $75‑85k base pay, exclusive of any bonuses and benefits. Other rewards and benefits may include 401(k) match, medical, dental, vision, paid‑time‑off, etc. For more information, visit https://careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.
#J-18808-Ljbffr