Strategic Business Consultant (Retirement Sales)

Ascensus; New Mexico; In loco; USD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Ascensus, a leading technology and service platform for retirement plans, seeks a skilled relationship manager to partner with elite advisors and drive service excellence. You will manage a high-value book of business, coordinate with internal teams, and present strategic analyses to C-level executives to support retention and organic growth.

You will engage in pricing discussions, develop education strategies, and deliver targeted reporting, contributing to Ascensus’ reputation as a premier

Competenze

• Bachelor’s degree in business or related fields or equivalent work experience.
• 5+ years of experience in retirement services industry.
• Experience with direct client/client-equivalent relationships in financial services administration.
• Ability to work independently and within a cohesive team.
• Strong analytical, problem-solving and presentation skills.
• Detail oriented with the ability to produce high-quality work under tight timelines.
• Excellent written and oral communication skills and the ability to balance client needs with organizational goals.

Mansioni

• Protect confidential data and ensure proper handling to prevent unauthorized access or disclosure.
• Foster relationships with elite advisors and promote organic growth through consultative solutions.
• Meet with C-level executives to develop education and communication strategies.
• Communicate updates on platform rollouts and provide training as appropriate.
• Lead or participate in projects to create additional value for existing relationships.
• Conduct pricing reviews to evaluate profitability and retain at-risk clients.
• Coordinate with internal Ascensus departments to advocate for elite advisors and their clients.
• Deliver customized book-of-business reporting and assist with revenue generation.

Conoscenze

Relationship management

Client service

Analytical skills

Communication skills

Project management

Independent work

Team collaboration

Travel ability

Formazione

Bachelor’s degree in business or related fields

Strumenti

Excel

Word

PowerPoint

Descrizione del lavoro

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

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.