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Institutional Relationship Manager


in San Jose CA / Telecommute


Institutional Relationship Manager (Bilingual in Spanish)

Section 1: Position Summary

The Institutional Relationship Manager will be responsible for engaging with employers throughout the state in order to educate them on the CalSavers Retirement Savings Program (SSRP) Plan, and help them register for and facilitate the program. Working through the employers, the Institutional Relationship Manager will also help employees understand the importance of saving for retirement and the benefits of the CalSavers Retirement Savings Program. The position will be home-based in CA; however, occasional evening and weekend (including overnight) travel throughout the designated region is required.

Section 2: Job Functions and Responsibilities

  • Assist the Board in spreading awareness of the CalSavers Retirement Savings Program throughout the state.
    • Conduct regional information sessions for employers / employees
    • Partner with employer groups, trade associations and non-profits to provide information / training
    • Help employers understand how to register and facilitate the plan
    • Help employees understand the benefits of the plan
    • Identify and develop employer and employee success stories for use in program promotion
  • Help build and maintain a strong relationship between Ascensus and the Board.
    • Along with the Director and Relationship Manager, represent Ascensus to the Board and other state entities in a highly professional and respectful manner
    • Work closely with the Director and RM to understand the Board goals for the plan and help them execute initiatives to drive awareness and enrollment
    • Attend Board meetings as directed by the Director, the Board and Relationship Manager
  • Become a state sponsored retirement plan (SSRP) industry expert.
    • Serve as an external and internal expert source of SSRP knowledge
    • Stay abreast of changes to applicable laws and rules
    • Attend and represent CalSavers Retirement Savings Program and Ascensus at industry conferences
  • Lead and assist in project work as applicable.
    • Work with the Director and Marketing to develop outreach communication/marketing materials
    • Track and report on events, activities and key relationships
    • Be mindful and creative in thinking of ways technology can assist the Board in their goals and in tracking success/impact of activities
  • Be a valued and trusted team player within the Institutional Relationship Management Team.
    • Work with the team Director to understand and implement best practices
    • Work with the team Director and RM to understand client considerations and help build the relationship with the Board
    • Work closely with other team members and actively participate in team meetings
  • Our I-Client service philosophy and our 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.
  • Responsible for protecting, securing, and properly handling 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.

Section 3: Experience, Skills, Knowledge Requirements

  • 3-5 years' experience in financial services - experience in sales, marketing or client services
  • Experience or knowledge of retail IRA products and Employer Retirement Plans
  • FINRA Series 6 or 7 and 63 licenses are required
  • Excellent cooperative leadership skills
  • Excellent interpersonal skills and a team orientation
  • Excellent client services experience
  • Moderate travel required (up to 25%)
  • Bilingual in Spanish is a plus
  • Work from home independently
  • Willing to work some nights and weekends
  • Willing to travel throughout the state and overnight as required

We are proud to be an EEO employer M/F/D/V.

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 10 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.

How to Apply

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