Senior Relationship Manager, Retirement Plans

Ascensus; Texas; On-site; USD 90,000 - 120,000; Full time

Job summary

Ascensus is seeking a relationship management professional to work with big and elite advisor plan clients and their financial advisors. You will ensure a smooth service experience, retention, and coordinated execution of strategies across sales, service and operations.

You will leverage retirement plan knowledge and strong communication to build relationships with client contacts and internal teams, driving confidence and long-term partnerships across Ascensus platforms.

Qualifications

• Bachelor’s degree in Business, Finance, Human Resources, or related field or equivalent experience.
• Minimum of 5+ years in client service and administration of retirement plans.
• In-depth knowledge of ERISA, IRS, and DOL regulations related to MEP/PEP.
• Excellent communication to translate regulatory and procedural info clearly.
• Strong analytical and problem-solving abilities with compliance focus.
• Proficiency in retirement plan administration systems and tools.
• Certs such as QKA, QPA, CPC, or CRPS are a plus.

Responsibilities

• Serve as focal point for existing big and elite advisor plan clients and their financial advisors.
• Provide consultative advice and support to ensure successful service experience and plan retention.
• Promote plan retention via ownership, troubleshooting and resolution of issues.
• Coordinate with internal Ascensus departments to resolve client needs.
• Develop relationships with C-level decision makers for education and communication strategies.
• Cross-sell revenue opportunities and educate professionals on products and services.
• Compile data, track communications, escalations and offer solutions to improve client experience.
• Lead or participate in value-added projects for existing relationships.

Skills

Excellent communication

Analytical thinking

Client relationship-building

Regulatory knowledge

Retirement plan administration systems

Education

Bachelor’s degree in Business / Finance / HR or related field

Job description

Ascensus is seeking a relationship management professional to work with big and elite advisor plan clients and their financial advisors. You will ensure a smooth service experience, retention, and coordinated execution of strategies across sales, service and operations.

You will leverage retirement plan knowledge and strong communication to build relationships with client contacts and internal teams, driving confidence and long-term partnerships across Ascensus platforms.