Elite Advisor & TPA Relationship Lead (Retirement)

Ascensus; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America, helping millions save for a better today and tomorrow. The position partners with Client Services to serve elite advisors and elite TPAs, focusing on relationship management, retention, and organic growth.

Responsibilities include engaging with C-Level executives, delivering strategic analyses, educating on platform rollouts, and coordinating internal teams to enhance the Ascensus

Qualifications

• Bachelor’s degree or equivalent in business or related field.
• 5+ years in retirement services industry or financial services preferred.
• Experience with direct client relationships within a financial services environment.
• Proven ability to work independently and within a team.

Responsibilities

• Serve as focal point for elite advisors and elite TPAs, ensuring strong service experience and book growth.
• Protect confidential data and ensure proper handling to prevent unauthorized disclosure.
• Develop education and communication strategies with employers’ C-level executives.
• Lead cross-sell initiatives and deliver customized book-of-business reporting.
• Coordinate with internal Ascensus departments to advocate for elite advisors and their clients.

Skills

Relationship management

Strategic analysis

Executive communication

Project management

Cross-sell opportunities

Travel flexibility

Education

Bachelor's degree in business or related field

Tools

Microsoft Office

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America, helping millions save for a better today and tomorrow. The position partners with Client Services to serve elite advisors and elite TPAs, focusing on relationship management, retention, and organic growth.

Responsibilities include engaging with C-Level executives, delivering strategic analyses, educating on platform rollouts, and coordinating internal teams to enhance the Ascensus