Full-Time

VP – Retirement Product Capability Leader

Confirmed live in the last 24 hours

Ascensus

Ascensus

1,001-5,000 employees

No salary listed

Expert

Horsham, PA, USA + 1 more

More locations: Newton, MA, USA

Hybrid position; remote applications can be considered.

Category
Product Management
Product
Required Skills
Agile
UI/UX Design
Requirements
  • Minimum of 10 years’ of product leadership experience/ expertise is required
  • Deep understanding of the retirement industry and competitive dynamics
  • Demonstrated ability to create a compelling product vision – including, key measures of success
  • Experience owning and driving product roadmaps and knowledge of Agile product development methodologies and practices
  • Strong leadership skills – including managing direct reports and driving results through other groups
  • Demonstrated ability to operate and create results with limited oversight
  • Excellent communication & influencing skills – with the ability to lead diverse groups to consensus
  • Strong stakeholder management; able to partner across business segments
  • An effective team player, who can work with people at all levels
  • High level of self-motivation, with strong integrity & ethics
  • Highly organized with the ability to effectively prioritize key issues and deliverable
Responsibilities
  • Clearly articulates the objectives of the capability set and the path towards achieving them
  • Creates and owns the product vision for the applicable capabilities – with a focus on the outcomes
  • Leads development of roadmaps for capability set in partnership with design, technology & scrum
  • Partners with sales and marketing to translate our roadmap into an external message that allows for 'selling futures'
  • Stays abreast of industry and competitor dynamics – including our positioning relative to key
  • Identifies new opportunities and areas of differentiation and growth
  • Defines and owns the end-to-end view of the customer journey and their comprehensive set of
  • Partners with Design/UX team to develop a plan for engagement with customers and gathering their feedback regarding high value interactions
  • Oversees customer research and engagement for gathering feedback and determining product
  • Relentless focus on customer ease of use through identifying and resolving their key problems
  • Establishes and manages key metrics and measures of success for the capability set and takes responsibility for delivery against goals
  • Partners with segment leaders and other shared services to drive adoption of capabilities
  • Creates and/or enhances documentation for internal and external audiences that demonstrates our
  • Serves as the internal and external subject matter expert for the applicable capability set
  • Manages and develops a high performing team through implementation of effective recruitment, training, performance management, motivation and coaching
  • Leads and engages employees in a positive and professional manner where inclusion and diversity of thought are leveraged for innovation and continuous improvement
  • Works with employee to set and execute associate SMART goals/objectives
  • Manages direct reports according to Ascensus policy
  • Maintains safe and healthy work environment by establishing, following and enforcing standards and procedures; complying with legal regulations

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Muhlenberg Township, Pennsylvania

Founded

1980

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with T. Rowe Price enhances 529 education savings plans.
  • Acquisition of Vanguard's plans strengthens Ascensus' small business retirement segment.
  • Mary Torgerson's appointment focuses on expanding small business services.

What critics are saying

  • Increased competition in financial wellness software may impact market share.
  • Acquisition of Vanguard's plans could strain operational capacity.
  • New leadership may disrupt existing client relationships.

What makes Ascensus unique

  • Ascensus launched Aimee, an AI-driven virtual coach, in May 2021.
  • Ascensus is the largest recordkeeper of state-sponsored education savings programs in the U.S.
  • Ascensus acquired Vanguard's retirement plans, enhancing its small business retirement offerings.

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Benefits

Remote Work Options

Company News

HR Today
Feb 27th, 2025
Ascensus Names Phillip Gillespie New Chief Legal, Risk and Compliance Officer

DRESHER, Pennsylvania, United States, February 2025 - Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer.

PR Newswire
Feb 26th, 2025
Ascensus Names Phillip Gillespie New Chief Legal, Risk And Compliance Officer

DRESHER, Pa., Feb. 26, 2025 /PRNewswire/ -- Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer. Gillespie reports to Ascensus Chair and CEO David Musto and is based in the company's Newton, MA office

GlobeNewswire
Nov 6th, 2024
Financial Wellness Software Market Report 2024, Featuring Profiles of Intuit, Voya Financial, Alight Solutions, MoneyLion and PlanSource Holdings

For instance, in May 2021, Ascensus LLC, a US-based financial services company, launched Aimee, an AI-driven virtual coach designed to offer personalized financial wellness guidance to employees participating in retirement plans.

PR Newswire
Aug 20th, 2024
Ascensus Names Industry Veteran Michael Dunn To Lead Enterprise Solutions Business

DRESHER, Pa., Aug. 20, 2024 /PRNewswire/ -- Ascensus has named industry veteran Michael Dunn to lead its Enterprise Solutions line of business, effective September 4, 2024.As President, Enterprise Solutions, Dunn will report to Ascensus President Nick Good and join the company's Operating Committee executive team. Dunn succeeds Kurt Laning, who joined Ascensus through the Newport merger in 2022 and retired earlier this spring.Enterprise Solutions is the largest provider of unbundled and outsourced nonqualified retirement plan administration services and provides a broad array of industry leading solutions and expertise, including corporate- and bank-owned life insurance consulting and administration, and fiduciary and total rewards consulting services. It serves institutions of all sizes, including more than 40 percent of Fortune 500 companies."Mike Dunn is a highly experienced and respected leader in our industry and the ideal person to lead our Enterprise Solutions business into the future," said Good. "He brings both relevant and diverse experience to his new role and a deep understanding of the corporate and institutional insurance marketplace. We look forward to welcoming his judgment and industry perspective to our leadership table and decision making."Dunn most recently was Head of Institutional Insurance with MassMutual Financial Group, serving in a number of product, sales, and executive leadership roles of increasing responsibility over a nearly 20-year career

PR Newswire
Jun 3rd, 2024
Ascensus Announces Sales Leadership Moves

DRESHER, Pa., June 3, 2024 /PRNewswire/ -- Ascensus announced several changes in its Retirement Sales leadership team today, promoting from within to deliver more dedicated support to the advisors and partners they serve, enhance leader focus on key initiatives, and enable the long-term growth of the business.Head of Core Retirement, Jason Crane, has named Anthony Bologna to the newly created role of National Sales Director. Bologna, a 25+-year Ascensus veteran, will be responsible for overall leadership of the retirement sales organization, and span both field-based and internal resources.He began his Ascensus career in sales in 1998 and was named to his prior role as Division Vice President – Eastern Region in 2014. Bologna's focus on leveraging data and analytics to drive informed behavior has helped evolve the company's sales practices and delivered outsized growth for the business.Reporting to Bologna will be Lori Zeman, Division Vice President – Western Region; Carolyn Fraser, Head of Internal Sales; and Jeff Simes, Bologna's successor as Division Vice President – Eastern Region.Simes joined Ascensus in 2018 as Regional Vice President – Northeast and has been a top performer in each year of his tenure. He previously excelled in roles with CUNA, The Hartford, and Principal Financial Group, and brings more than 30 years of sales experience to his new role.Crane announced that Mickie Morley has succeeded Simes as Regional Vice President – Northeast, assuming responsibility for Eastern Massachusetts, Maine, New Hampshire, and Vermont. Morley joined Ascensus in 2019 in internal sales following an 11-year sales career with CUNA and its CPI division.In addition, Jim Walker, previously Director, Internal Sales, has assumed the newly formed role of Head of Enablement – Core Retirement. Walker, who joined Ascensus in 2019, will report directly to Crane and focus on accelerated delivery of data and analytics-driven insights used to optimize deployment of resources