This position will work closely with the Client Relationship Managers and
Retirement Service Consultants to serve as the focal point for elite advisors and elite TPAs. Responsibilities include relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention and growth
of existing business organically.
Job Functions, 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.
Foster lasting relationships and promote organic growth with elite advisors and elite TPAs through value-added strategic analyses and execution of consultative
solutions to further Ascensus' reputation as a premier provider of retirement plan services.
Meet with C-Level executives of employers to develop education and communication strategies.
Deliver enrollment meetings to employers to support
elite advisor teams.
Communication of new rollouts; providing training as appropriate.
Provide investment reporting support to advisors by utilizing DCIO partners. Coordinate the request, and delivery of the reporting by partnering with
the DCIO wholesalers to provide interpretations of the investment performance contained in the reporting. This may include conference calls / meetings with portfolio managers.
Consistently demonstrate a superior level of proactive client focus and
team work. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
Internal advocate for elite advisors and elite TPAs and their clients by coordinating with internal
Consistently enhance the Ascensus experience to strengthen relationships and capture a greater share-of-wallet from elite advisors and elite TPAs.
Review existing book of business to identify plan retention;
reselling existing plans as necessary.
Identify and execute cross-sell revenue opportunities.
Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark and other reporting
Lead and/or participate in projects and initiatives related the creation of additional value for existing relationships.
Conduct plan-specific pricing reviews to evaluate profitability and make recommendations for pricing
adjustments where appropriate to retain at-risk clients, elite advisors and TPAs.
Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage elite relationships across these platforms.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Experience, Skills, Knowledge Requirements
Bachelor's degree in
business or related fields, or equivalent work experience
5+ years of experience in retirement services industry
Prior experience with direct client/client equivalent relationships within a financial services administrative
Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
Excellent analytical and problem solving skills
Ability to work with a high level of
Must be detail oriented and be able to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience.
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level
personnel in both internal and external environments
Ability to travel as required
Demonstrated project management skills
FINRA Series 6 and 63 license or ability to achieve in 90 days
We are proud to be an Equal
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is
committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
Ascensus is an Equal Opportunity
Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.
Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with
Disabilities Act and applicable state laws