Senior Retirement Strategy Consultant

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

Job summary

Ascensus is seeking a seasoned relationship management professional to protect confidential data and nurture high-value advisor/client relationships. The role emphasizes strategic analyses, cross-sell opportunities, and ongoing platform education.

Ideal candidates bring 5+ years in retirement services, strong analytical skills, and excellent communication abilities to engage senior executives and drive revenue while upholding Ascensus’ core values.

Qualifications

• Bachelor’s degree or equivalent work experience in a business-related field.
• 5+ years in retirement services or financial services with direct client relationships.
• Strong analytical and problem-solving abilities with attention to detail.
• Excellent written and oral communication, including presentations to senior leaders.

Responsibilities

• Protect confidential data and ensure proper handling to prevent unauthorized access or disclosure.
• Engage with elite advisors and clients to provide strategic analyses and solutions.
• Meet with C-level executives to develop education and communication strategies.
• Deliver platform rollouts and training; communicate enhancements to stakeholders.
• Identify cross-sell opportunities and drive revenue growth within existing relationships.
• Lead pricing reviews and profitability assessments for client plans.
• Coordinate with internal teams to maintain proficiency with Ascensus products and regulatory requirements.

Skills

Relationship management

Analytical thinking

Problem solving

Communication skills

Presentation skills

Team collaboration

Travel readiness

Education

Bachelor’s degree in business or related fields, or equivalent work experience

Tools

Microsoft Office

Job description

Ascensus is seeking a seasoned relationship management professional to protect confidential data and nurture high-value advisor/client relationships. The role emphasizes strategic analyses, cross-sell opportunities, and ongoing platform education.

Ideal candidates bring 5+ years in retirement services, strong analytical skills, and excellent communication abilities to engage senior executives and drive revenue while upholding Ascensus’ core values.