Strategic Advisor, Retirement Plans & Growth

Ascensus; Dover (DE); Presencial; USD 100.000 - 150.000; Jornada completa

Descripción de la vacante

Ascensus is seeking a senior client relationship leader to protect confidential data, drive growth with elite advisors, and engage C-level executives on platform enhancements. You will coordinate cross-functional teams, analyze profitability, and deliver strategic analyses to strengthen client retention.

The role requires strong communication, project management, and the ability to travel as needed; a business degree and retirement services experience are preferred.

Formación

• Bachelor’s degree or equivalent experience in a related field.
• Strong analytics and problem-solving abilities.
• Excellent written and verbal communication skills.

Responsabilidades

• Protect confidential data and ensure compliance with privacy standards.
• Foster relationships with elite advisors and drive organic growth.
• Meet with C-level executives to educate on platforms and strategies.
• Coordinate cross-department activities to optimize client value.
• Lead pricing reviews and assess profitability for retainment.

Conocimientos

Analytical skills

Problem solving

Written & oral communication

Microsoft Office

Meeting coordination

Project management

Independent work

Detail oriented

Team collaboration

Travel availability

Educación

Bachelor's degree in business or related fields

Herramientas

Microsoft Office Suite

Descripción del empleo

Ascensus is seeking a senior client relationship leader to protect confidential data, drive growth with elite advisors, and engage C-level executives on platform enhancements. You will coordinate cross-functional teams, analyze profitability, and deliver strategic analyses to strengthen client retention.

The role requires strong communication, project management, and the ability to travel as needed; a business degree and retirement services experience are preferred.