Elite Advisor Relations Lead — Retirement Services

Ascensus; Hartford (CT); On-site; USD 105,000 - 135,000; Full time

Job summary

Ascensus is seeking a seasoned Client Relationship Manager to partner with elite advisors and key employer executives in Hartford, CT. You will protect client data, drive organic growth, and coordinate cross-functional teams to deliver superior retirement plan services.

Ideal candidates bring 5+ years in retirement or financial services, strong analytical and communication skills, and the ability to work independently while thriving in a team setting. Travel may be required as needed.

Qualifications

• Bachelor’s degree or equivalent work experience in business or related fields.
• 5+ years of experience in retirement services or financial services settings.
• Proven ability to manage relationships with executive level clients.
• Strong analytical, communication, and presentation skills.

Responsibilities

• Serve as focal point for elite advisors and manage their book of business.
• Foster growth through value-added analyses and consultative solutions.
• Meet with C-Level executives to develop education and communications strategies.
• Coordinate with internal Ascensus departments to deliver seamless service.

Skills

Analytical skills

Communication skills

Project management

MS Office

Relationship management

Team collaboration

Education

Bachelor’s degree in business or related fields

Equivalent work experience

Tools

Microsoft Office

Job description

Ascensus is seeking a seasoned Client Relationship Manager to partner with elite advisors and key employer executives in Hartford, CT. You will protect client data, drive organic growth, and coordinate cross-functional teams to deliver superior retirement plan services.

Ideal candidates bring 5+ years in retirement or financial services, strong analytical and communication skills, and the ability to work independently while thriving in a team setting. Travel may be required as needed.