Teams at Ascensus

Handles recurring financial operations, including RIA and TPA fee processing, payment distribution, database maintenance, revenue allocation, fee equalization, invoicing, journal entries, reconciliations, commission payments, reporting, and quality control. The role resolves advisor and third-party inquiries, coordinates custom reporting, supports system tickets, and manages multiple concurrent priorities while maintaining compliance and service quality.

Owns enterprise endpoint architecture and strategy across Windows, macOS, and mobile platforms for approximately 7,500 endpoints. Leads Microsoft Intune, Autopilot, Apple Business Manager, Entra ID, Group Policy, provisioning, patching, application packaging, endpoint security, mobility services, hardware standards, vendor relationships, licensing, and lifecycle management. Provides technical governance, automation, incident support, and cross-functional leadership without direct supervision.

Serve as the primary relationship contact for institutional trust and fiduciary accounts, including Fortune 500 retirement plans. Manage client service, account onboarding, documentation, deliverables, inquiries, trade and transaction oversight, participant communications, audits, and annual reviews. Coordinate with trust administrators, operations, finance, legal, and senior management while identifying cross-selling opportunities and ensuring procedural compliance.