Elite Advisor Relationship & Growth Strategist

Ascensus; Pennsylvania; Hybrid; USD 95,000 - 130,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

This senior relationship-focused role partners with Client Services to manage elite advisor relationships, protect confidential data, and drive book-of-business retention and organic growth through strategic analyses, training, and cross-functional collaboration with Ascensus teams.

Qualifications

• Bachelor’s degree in business or related field or equivalent work experience.
• 5+ years of experience in retirement services or related financial services.
• Ability to work independently and within a cohesive team environment.
• Strong analytical, problem-solving, and communication skills.

Responsibilities

• Protect confidential data and ensure secure handling to prevent unauthorized disclosure.
• Foster elite advisor relationships and promote organic growth through value-added analyses and consultative solutions.
• Meet with senior executives to develop education and communication strategies.
• Communicate platform rollouts and provide training as appropriate.
• Leverage industry knowledge to enhance intermediary satisfaction and client retention.

Skills

Relationship management

Strategic thinking

Analytical skills

Communication skills

Project management

Education

Bachelor’s degree in business or related fields

Tools

Microsoft Office

Excel

PowerPoint

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

This senior relationship-focused role partners with Client Services to manage elite advisor relationships, protect confidential data, and drive book-of-business retention and organic growth through strategic analyses, training, and cross-functional collaboration with Ascensus teams.