Successful candidate will serve as an entrepreneurial builder within a well-established organization, owning the end-to-end strategy, product development, and national distribution of workplace-based 529 and ABLE solutions. This leader will be responsible for translating a bold vision into a commercially viable, scalable offering-designing the user experience, building a modern digital platform, and establishing the operating model required to support growth across Fortune 1000 employers.

Success in this role requires deep expertise in the financial wellness and voluntary benefits ecosystem, along with a strong track record of engaging benefits brokers, HRIS platforms, and benefits administration partners. The SVP will build and activate a distribution network from the ground up, develop strategic partnerships, and drive account formation at scale.

This is a unique opportunity for a leader who thrives in a "startup within a company" environment-someone who can navigate complexity, influence across a matrixed organization, and build a new category at the intersection of education savings and workplace benefits. The role carries ownership of product strategy, pricing, go-to-market approach, partnership development, and P&L, while collaborating closely with Product, IT, Operations, and Relationship Management teams to bring the vision to life.

NOTE: There is only one position. Preference is candidate to be located Hybrid to Needham, MA office. Will consider remote candidates.

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.
• 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.

Strategy

• Identify channels and potential channel partners, including 401(k) recordkeepers, payroll firms, benefits platforms, benefits consultants, financial wellness platforms, HR platforms, other
• Prioritize channels and build/execute on a business development approach
• Partner with Ascensus Government Relations team and industry groups to drive towards tax benefits for employer 529/ABLE contributions

Product

• Partner with Product and UX to develop a product strategy, to include new employer and employee capabilities
• Define employee education capabilities that should be a part of the offering
• Define product servicing requirements, including employer servicing
• Define operational requirements

Relationship Management

• Identify top partners/clients; establish and maintain relationships
• Partner with 529 and ABLE relationship management team to drive communication and buy-in from clients and partners

Operational Support

• Design organizational structure to support this new solution
• As required, partner with senior leaders to execute on the organizational design

P&L

• Define product pricing strategy
• Own P&L for workplace solutions implementations

Supervision

• This role is an individual contributor role
• Responsibilities will include designing the operational model for 529/ABLE workplace solutions, including organizational design

Requirements:

• Minimum of 15 years' experience in financial services management
• Deep understanding of the workplace benefits space, including retirement
• Understanding of 529 and ABLE products
• Institutional relational management experience in financial services
• Demonstrated ability to drive a new offering in a way that motivates a diverse group of leaders and associates to engage and participate in the vision and direction
• Proven leadership, strategic planning, and decision-making skills
• Proven organizational, time management, and communication skills
• Sound judgement and discretion
• Must have the ability to:
  • Set clear goals, expectations, and objectives.
  • Work directly with the leadership team to gain momentum

The national average salary range for this role is $200,000 - $250,000 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.

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