Position Purpose:
This position will serve as the focal point for both existing and new Financial Advisor and related Distribution Intermediary Relationships. Responsibilities include relationship management for these key accounts, contributing to new business growth efforts by providing sales support via dedicated alignment and execution of coordinated sales strategies with the Sales RVPs, and working with the Client Service teams to promote plan retention via ownership, troubleshooting and problem resolution of escalated service issues associated with assigned key accounts.
Essential Duties and Responsibilities:
• Foster lasting relationships and promote organic growth with distribution intermediaries through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services.
• 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.
• Partner with the Regional Vice President - Retail Sales teams to provide sales support in the office and in the field, and provide ownership for the resolution of issues escalated by key intermediaries.
• Act as an internal advocate for key intermediaries and their clients by coordinating with internal Ascensus departments.
• Consistently deliver superior service to strengthen relationships and capture a greater share-of-wallet from key intermediaries.
• Review existing book of business to identify plan retention and cross-sell revenue opportunities.
• Offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
• Lead and/or participate in projects and initiatives related to the establishment of new key intermediary relationships and 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 and intermediaries.
• Gather and analyze data associated with non-key intermediaries and conduct outreach activities including call campaigns to build new relationships and gain share of wallet.
• Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms.
• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
• Serve as Relationship Manager for existing “Tier II” Institutional relationships as assigned.
Minimum Requirements:
• Bachelors degree in business or related fields, or equivalent work experience
• 5+ plus years experience in retirement services industry
• Prior experience with direct client/client equivalent relationships within a financial services administrative environment
• 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 independence
• 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
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
