Strategic Business Consultant (Retirement Sales)

Ascensus; Oregon; Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Ascensus is a leading technology and service platform powering savings plans across America, supporting nearly 16 million savers. This role focuses on protecting confidential data, fostering elite advisor relationships, and delivering strategic analyses to optimize plan performance.

The position requires strong communication, project management, and travel readiness to engage with senior executives and cross-functional teams, driving client retention and revenue growth within retirement services.

Qualifikationen

• Bachelor’s degree or equivalent work experience.
• 5+ years of retirement services experience.
• Direct client relationship experience in financial services.
• Ability to work independently and in a team.
• Excellent analytical and problem-solving skills.
• Strong written and oral communication; group presentations.
• Proficiency with Excel, Word, PowerPoint.
• Willingness to travel as required.
• Demonstrated project management skills.
• Understanding of investments in retirement programs.

Aufgaben

• Protect confidential data and ensure proper handling to prevent unauthorized access or disclosure.
• Engage with elite advisors and C-level executives to deliver education and strategic communications.
• Develop education strategies for platform rollouts and enhancements; provide training as needed.
• Analyze existing books of business to identify plan retention and revenue opportunities.
• Lead cross-sell opportunities and deliver customized reporting (AFCA, Plan Illustrator, etc.).
• Collaborate with internal teams to enhance the Ascensus experience and client satisfaction.

Kenntnisse

Relationship management

Analytical skills

Communication skills

Project management

Travel ability

Ausbildung

Bachelor’s degree

Tools

Microsoft Office

Jobbeschreibung

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

• 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