Senior Strategic Retirement Plan Relationship Manager

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

Job summary

Ascensus is seeking a results-driven Client Relationship Manager to serve elite advisor plan clients. You will manage complex relationships, provide consultative support, and coordinate with internal teams to retain business and grow revenue.

Strong ERISA knowledge, communication, and analytical skills are essential. In this role, you will collaborate with sales, service, and operations to ensure a high-quality client experience, educate professionals on plan features, and drive retention across

Qualifications

• Bachelor’s degree in Business, Finance, HR or related field or equivalent experience.
• Minimum of 5+ years of experience in client service and retirement plan administration.
• In-depth knowledge of ERISA, IRS, and DOL regulations as they relate to MEP and PEP administration.
• Excellent communication skills to translate regulatory information into clear concepts.
• Proficiency with retirement plan administration systems and tools.

Responsibilities

• Serve as focal point for existing advisor plan clients and financial advisors.
• Manage client relationships, supporting plan retention and coordinated strategies.
• Provide consultative advice and problem resolution to prevent escalations.
• Cross-sell revenue opportunities and educate professionals on products and services.
• Collaborate with internal Ascensus departments to resolve issues for clients.
• Review book of business to identify retention opportunities and strategies.
• Develop relationships with C-level decision makers and create education/communication plans.
• Lead or participate in projects adding value to existing relationships.

Skills

Client relationship management

Regulatory compliance

Communication skills

Analytical skills

Team collaboration

Education

Bachelor’s degree

Tools

Retirement plan administration systems

Job description

Ascensus is seeking a results-driven Client Relationship Manager to serve elite advisor plan clients. You will manage complex relationships, provide consultative support, and coordinate with internal teams to retain business and grow revenue.

Strong ERISA knowledge, communication, and analytical skills are essential. In this role, you will collaborate with sales, service, and operations to ensure a high-quality client experience, educate professionals on plan features, and drive retention across