Manager, FuturePlan

Ascensus; Illinois; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Medical benefits

Dental benefits

Vision benefits

Paid Time Off

Health Savings Account

Tuition reimbursement

Job summary

Ascensus Consulting in the United States is seeking a skilled Manager to lead a team of Consultants and Assistants delivering high-quality retirement plan services to sponsors, brokers, and partners. You will maintain service standards while guiding professional growth and collaboration across teams.

The role emphasizes staff development, performance coaching, and cross-functional leadership to ensure consistent, compliant service delivery and client satisfaction.

Qualifications

• Bachelor's degree required; advanced degree or certification preferred.
• 3-5 years supervisory/managerial industry experience.
• 7-10 years overall industry experience.
• Proficiency with Microsoft Office.
• Strong analytical and problem-solving skills.
• Ability to travel, if needed.

Responsibilities

• Lead a staff of Consultants and Assistants to deliver excellent client service.
• Maintain service standards and an environment that promotes achievement and professional growth.
• Monitor service levels, phone activity, and associate productivity and metrics.
• Plan and organize workflow to meet service commitments; produce weekly/monthly production reports.
• Develop staffing strategies and coordinate training and instruction of new associates.
• Identify opportunities for workflow improvements and help implement changes.
• Participate in hiring processes and provide performance feedback.

Skills

Supervisory experience

Project management

Communication skills

Analytical skills

Time management

Education

Bachelor's degree

Advanced degree or professional certification (ASPPA, CEBS)

Tools

Microsoft Office

Job description

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. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

Position Purpose:

Responsible for managing a staff of Consultants and Assistants in the delivery of excellent client service to plan sponsors, brokers/agents and financial partners in all aspects of retirement plan services. The Manager will lead the staff in maintaining service standards and an environment that promotes achievement and professional growth.

Essential Duties and Responsibilities:

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. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture. Motivate, lead and support team members to provide excellent customer service by ensuring that staff is properly trained to respond to inquiries in a professional manner. Participate in the hiring process by conducting interviews and evaluating candidates. Responsible for providing team members with substantive, periodic feedback on performance, including the completion of performance planning, performance updates and the annual performance appraisal. Coordinates processes and procedures with other managers to provide consistent professional services across teams. Participates in the overall leadership and direction of Ascensus Consulting by actively participating in leadership meeting, all associate meetings, project activity and annual planning process. Monitor service levels and phone activity. Monitor associate productivity and metrics. Plan and organize workflow in order to meet service commitments. Produce weekly/monthly production metrics reports. Develop staffing strategies for appropriate allocation of resources to meet business needs and client service commitments/objectives. Coordinate the successful training and instruction of new associates. Develop staff on industry knowledge, general business skills set, and professional development. Develop workflow alternatives that will streamline the production process, including the identification of opportunities for improvement, make recommendations for changes and help implement those changes. Perform other duties and special projects as assigned.

Minimum Requirements:

Bachelors Degree required Advanced degree or industry specific certification (ASPPA, CEBS, etc.) strongly preferred 3-5 years supervisor/managerial industry experience 7-10 years overall industry experience Proficiency with Microsoft Office Comprehensive knowledge of retirement plans and the services provided by Ascensus Consulting including Compliance and Recordkeeping services Excellent analytical and problem solving skills Ability to work well under pressure with multiple priorities and deadlines Strong Interpersonal Skills Polished Presentation Skills Excellent Written and Oral Communication Skills Excellent Conflict Resolution Skills Proven Project Management Skills Superior Coaching and Mentoring Skills Superior Time Management Skills Ability to travel, if needed

We are proud to be an EEO employer M/F/D/V.

The national average salary range for this role is$85K-110K 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

Ascensus helps millions of people save for a better future.

What makes any career at Ascensus so rewarding?

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress