Senior Client Relationship Manager, Retirement Plans

Ascensus LLC; Virginia; Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Tuition reimbursement

Paid time off

Medical/Dental/Vision

HSA with employer contribution

401(k) & 529 matches

Volunteer programs

Casual dress

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America. This role focuses on servicing elite advisor plan clients and their financial professionals, owning relationships, and coordinating with sales, service and operations to ensure exceptional service and retention.

You will develop education strategies, cross-sell opportunities, and act as an internal advocate to ensure coordinated plan designs while maintaining data confidentiality and high

Qualifications

• Bachelor’s degree in business or related fields, or equivalent work experience.
• Minimum of 7 years’ experience in retirement services industry or related field is preferred.
• Minimum of 5 years’ prior experience with 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.
• Excellent analytical and problem solving skills.
• Ability to work with a high level of independence.
• Must be detail oriented and produce high quality work within tight time constraints.
• Ability to make sound business judgments while 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.
• Demonstrated project management skills.
• Ability to travel as required.

Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information.
• Promote client retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues.
• Lead and/or participate in projects that create additional value for existing relationships.
• 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.
• Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
• Coordinate with internal Ascensus departments to advocate for clients and financial professionals.
• Review existing book of business to identify plan retention and create strategy for non-elite advisors.

Skills

Analytical skills

Problem solving

Independent work

Detail oriented

Written communication

Oral communication

Meeting coordination

Project management

Team collaboration

Education

Bachelor’s degree in business or related fields

ASPPA/CEBS certification (preferred)

Tools

Microsoft Office

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America. This role focuses on servicing elite advisor plan clients and their financial professionals, owning relationships, and coordinating with sales, service and operations to ensure exceptional service and retention.

You will develop education strategies, cross-sell opportunities, and act as an internal advocate to ensure coordinated plan designs while maintaining data confidentiality and high