Senior Retirement Strategy Consultant

Ascensus; Texas; Vor Ort; USD 110.000 - 140.000; Vollzeit

Zusammenfassung

Ascensus is seeking a seasoned relationship manager in retirement services to protect confidential data and manage elite advisor relationships across platforms. You will collaborate with senior executives, roll out new solutions, and train clients while identifying cross-sell opportunities to grow revenue. Travel may be required to meet clients and support initiatives.

Applicants should have a business degree and 5+ years in retirement services, with strong analytical and communication skills.

Qualifikationen

• Analytical mindset and strong problem solving abilities.
• Excellent written and verbal communication skills.
• Experience in retirement services or financial services.
• Ability to work independently and in a team.
• detail orientation and ability to meet tight deadlines.

Aufgaben

• Protect confidential data and ensure secure handling to prevent disclosures.
• Foster relationships with elite advisors and drive organic growth.
• Meet with C-level executives to develop education and communication strategies.
• Communicate platform rollouts and provide client training as needed.
• Identify cross-sell opportunities to expand revenue.
• Review plan retention and optimize performance, advising on pricing where appropriate.

Kenntnisse

Analytical thinking

Problem solving

Communication skills

Independent work

Teamwork

Ausbildung

Bachelor’s degree in business

Tools

Microsoft Office

Excel

PowerPoint

Word

Jobbeschreibung

Ascensus is seeking a seasoned relationship manager in retirement services to protect confidential data and manage elite advisor relationships across platforms. You will collaborate with senior executives, roll out new solutions, and train clients while identifying cross-sell opportunities to grow revenue. Travel may be required to meet clients and support initiatives.

Applicants should have a business degree and 5+ years in retirement services, with strong analytical and communication skills.