Director of Client Service Management working with Fidelity to support next - generation transfer agent operations. Building client relationships and improving operational health through strategic oversight and collaboration.
AS
Hybrid Head of Transition Services – Client Services, Onboarding, MEP, PEP
Posted last week
About the role
- Head of Transition Services leading client onboarding strategies at Ascensus. Driving operational excellence and transformational change within a dynamic environment while overseeing multiple teams.
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®.
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.
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
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