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.

The Head of Transition Services – Client Services/Onboarding is a transformational leader responsible for driving results through strategic innovation and operational excellence. This role oversees multiple teams (~85 domestic resources) and builds strong partnerships with internal and external clients. The Head of Transition Services is a critical role working in a dynamic, fast-paced environment, will continuously reimagine processes to deliver exceptional client experiences. This role will define and execute service delivery strategies, lead organizational change initiatives, and foster a culture of agility and accountability.

There is only one position. Successful candidate preferably to be Hybrid to headquarters in Dresher, PA. Will consider remote candidates .

Responsibilities:

• Lead with vision and adaptability, inspiring teams to embrace change and deliver superior results.
• Drive transformation in onboarding processes by leveraging data and technology to eliminate barriers and accelerate readiness.
• Develop and execute an annual business plan aligned with strategic objectives, ensuring clarity and measurable impact.
• Champion a results-oriented culture, using KPIs and client feedback (NPS, satisfaction scores, timing metrics) to continuously improve performance.
• Build strong relationships with stakeholders to ensure alignment and collaboration across functions.
• Align priorities to maximize client experience, revenue growth, retention, and scalability.
• Own budget planning and ensure financial discipline while supporting innovation and growth.
• Accountable for project management teams that onboard new and existing relationships onto Ascensus’ core record keeping and ancillary platforms. 
• Enhance speed of organizational readiness and preparedness with products, services, and client demand
• Foster an environment that reflects our Core Values: People Matter, Quality First, and Integrity Always®.
• 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.

Supervision  

• Inspire and empower leaders to navigate complexity and deliver transformational outcomes.
• Provide coaching and mentorship to develop leadership capabilities and future-ready talent.
• Promote accountability and continuous improvement through transparent communication and actionable feedback.
• Actively engage with associates to enhance satisfaction and performance, turning insights into tangible results.
• Motivate, lead and support all teams in monitoring and achieving both project based and daily production commitments, SLA and metrics as well as workflows in order to meet service commitments.

Requirements:

• Bachelor’s degree in Business Administration or related field; advanced degree preferred.
• 10+ years of leadership experience, including managing multiple functions in a dynamic environment.
• Proven ability to lead through change, drive strategic initiatives, and deliver measurable business results.
• Expertise in Defined Contribution plans, including Pooled Plan (MEP/PEP) knowledge is strongly required
• Exceptional communication, analytical, and problem-solving skills.
• Strong proficiency in MS Office and familiarity with onboarding systems and platforms.
• Professional demeanor and experience with client meetings
• Detail-oriented and be able to work well within given timeframes and standards
• Working knowledge and understanding of systems and platforms that support onboarding processes and services.

The national average salary range for this role is $150,000 - $190,000 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 careers.ascensus.com/#Benefits.

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.