Senior Retirement Strategy Consultant

Ascensus; Hartford (CT); In loco; USD 110.000 - 140.000; Tempo pieno

Descrizione del lavoro

Ascensus is seeking a senior Relationship Manager to protect confidential data, cultivate elite advisor relationships, and drive revenue through strategic analyses and consultative solutions. You will meet with C-Level executives to shape education and communication strategies and support platform rollouts.

The role emphasizes cross-functional collaboration, project leadership, and the ability to balance client needs with organizational goals, while traveling as required in a dynamic retirement

Competenze

• Bachelor’s degree in business or related fields, or equivalent work experience.
• 5+ years of experience in retirement services industry.
• Direct client relationships within a financial services administrative environment.
• Ability to work independently and within a cohesive team.
• Excellent analytical and problem solving skills.
• Detail oriented and capable of high-quality work under tight deadlines.
• Excellent written and oral communication, including group presentation experience.
• Proficiency with Microsoft Office products (Excel, Word, PowerPoint).
• Ability to travel as required.
• Demonstrated project management skills.
• Detailed understanding of investments used in retirement programs.

Mansioni

• Protect confidential data and ensure proper handling to prevent unauthorized disclosure.
• Foster relationships with elite advisors and promote organic growth.
• Meet with C-Level executives to develop education and communication strategies.
• Communicate platform rollouts and provide training as appropriate.
• Lead or participate in projects and initiatives related to creating additional value for existing relationships.
• Identify and execute cross-sell revenue opportunities.
• Review existing book of business to identify plan retention and to position products and services for increased revenue.

Conoscenze

Analytical skills

Problem solving

Communication skills

Presentation skills

Project management

Team collaboration

Formazione

Bachelor’s degree in business or related fields

Strumenti

Microsoft Office (Excel, Word, PowerPoint)

Descrizione del lavoro

Ascensus is seeking a senior Relationship Manager to protect confidential data, cultivate elite advisor relationships, and drive revenue through strategic analyses and consultative solutions. You will meet with C-Level executives to shape education and communication strategies and support platform rollouts.

The role emphasizes cross-functional collaboration, project leadership, and the ability to balance client needs with organizational goals, while traveling as required in a dynamic retirement