Elite Advisor Relations & Growth Manager

Ascensus; United States; Remote; USD 100,000 - 140,000; Full time

Job summary

Ascensus is a leading technology and service platform powering savings plans across America. This role acts as the focal point for existing big and elite advisor plan clients and their financial advisors, delivering consultative guidance to support plan retention and coordinated strategies.

You will build relationships with senior-level clients, troubleshoot issues, and coordinate with internal Ascensus departments to enhance client satisfaction and drive growth.

Qualifications

• Bachelor’s degree in business or related fields, or equivalent work experience.
• 7+ years’ experience in retirement services or related field is preferred.
• 5+ years’ direct client/client equivalent relationships within a financial services administrative environment
• Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
• Ability to work independently as required, but also work within and contribute to a highly cohesive team environment

Responsibilities

• Serve as focal point for existing big and elite advisor plan clients and their financial advisors.
• Provide consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional.
• Promote plan retention via ownership, troubleshooting and problem resolution resulting in prevention of escalated service issues.
• Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
• Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding products, processes and services.
• Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
• Lead and/or participate in projects that create additional value for existing relationships.
• Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing 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

Skills

Client relationship management

Analytical skills

Communication skills

Project management

Teamwork

Education

Bachelor's degree in business or related field

Tools

Microsoft Office Suite

Job description

Ascensus is a leading technology and service platform powering savings plans across America. This role acts as the focal point for existing big and elite advisor plan clients and their financial advisors, delivering consultative guidance to support plan retention and coordinated strategies.

You will build relationships with senior-level clients, troubleshoot issues, and coordinate with internal Ascensus departments to enhance client satisfaction and drive growth.