Strategic Business Consultant (Retirement Sales)

Ascensus; Missouri; Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Ascensus, a leading technology and service platform for retirement plans, seeks a relationship manager to serve elite advisors. You will manage strategy, provide analytics, and coordinate across Ascensus to grow book of business.

You will meet with executive clients, communicate platform updates, and train stakeholders. Strong communication, project management, and industry experience are essential for success in this role.

Formación

• Bachelor's degree in business or related field, or equivalent work experience.
• 5+ years of experience in retirement services industry.
• Direct client relationships within a financial services admin environment.
• Ability to work independently and within a cohesive team.
• Excellent analytical and problem solving skills.
• Detail oriented with the ability to meet tight deadlines.
• Strong business judgment balancing client needs and organizational goals.
• Excellent written and oral communication, including group presentations.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Ability to travel as required.
• Demonstrated project management skills.
• Understanding of investments used in retirement programs.

Responsabilidades

• Protect confidential data and ensure proper handling to prevent disclosure.
• Support company core values and customer-centric service philosophy.
• Foster lasting relationships and promote growth with elite advisors.
• Meet with C-Level executives to develop education and communication strategies.
• Communicate platform rollouts and provide training as needed.
• Demonstrate proactive client focus and teamwork to enhance retention.
• Coordinate with internal Ascensus departments as an advocate for advisors.
• Enhance the Ascensus experience and expand share-of-wallet with elite advisors.
• Review existing book of business to optimize plan performance and revenue.
• Identify cross-sell opportunities and deliver value-added reporting.
• Lead projects creating additional value for ongoing relationships.
• Conduct pricing reviews and recommend adjustments to retain at-risk clients.

Conocimientos

Analytical thinking

Problem solving

Written communication

Oral communication

Project management

Team collaboration

Educación

Bachelor's degree in business or related field

Herramientas

Microsoft Office

Descripción del empleo

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1: Position Summary

This position will work closely with Client Services to serve as the focal point for elite advisors. Responsibilities include relationship management of elite advisors ensuring a successful service experience, book of business retention and growth of existing business organically.

Section 2: Job Functions, Essential Duties and Responsibilities

• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
• Foster lasting relationships and promote organic growth with elite advisors through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services.
• Meet with C-Level executives of employers to develop education and communication strategies.
• Communication of new platform rollouts and enhancements; providing training as appropriate.
• Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
• Internal advocate for elite advisors and their clients by coordinating with internal Ascensus departments.
• Consistently enhance the Ascensus experience to strengthen relationships and capture a greater share-of-wallet from elite advisors.
• Review existing book of business to identify plan retention; and to position products and services to optimize plan performance, and to add value for advisors and generate revenue to the business.
• Identify and execute cross-sell revenue opportunities
• Delivery of customized book of business reporting (AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark and other reporting as determined)
• Lead and/or participate in projects and initiatives related the creation of additional value for existing relationships.
• Conduct plan-specific pricing reviews, including a review of investments, to evaluate profitability and make recommendations for pricing adjustments where appropriate to retain at-risk clients, elite advisors.
• Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage elite relationships across these platforms.
• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree in business or related fields, or equivalent work experience
• 5+ years of experience in retirement services industry
• Prior experience with direct client/client equivalent relationships within a financial services administrative environment
• Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
• Excellent analytical and problem solving skills
• Ability to work with a high level of independence
• Must be detail oriented and be able to produce high quality work within tight time constraints
• Ability to make sound business judgments while effectively balancing client needs and organizational considerations
• Excellent written and oral communication skills, including group presentation experience.
• Proficiency with Microsoft Office products including Excel, Word and PowerPoint
• Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
• Ability to travel as required
• Demonstrated project management skills
• Detailed understanding of investments utilized in retirement programs

We are proud to be an Equal Opportunity Employer