Strategic Client Relationship Leader - Retirement Plans

Ascensus; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Ascensus is the leading independent technology and service platform powering savings plans across America and serves as a focal point for big and elite advisor plan clients and their financial advisors.

In this role you will provide consultative advice, manage client relationships, and coordinate with internal teams to support plan retention and product feature adoption. Strong communication and travel readiness are required.

Qualifications

• Bachelor's degree in business or related field or equivalent work experience.
• Minimum 7 years' experience in retirement services industry or related field is preferred.
• Minimum 5 years' prior experience with direct client relationships within a financial services administrative environment.
• Certification or working towards certification (ASPPA, CEBS) preferred.
• Ability to work independently as required, but also within a cohesive team.
• Excellent analytical and problem solving skills.
• Strong written and oral communication, including presentations.
• Proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Ability to travel as required.

Responsibilities

• Relationship management for existing big and elite advisor plan clients and their financial advisors, ensuring service experience, product enhancements and plan retention.
• Provide consultative advice and support as a dedicated contact to ensure execution of coordinated strategies for plan clients and financial professionals.
• Promote plan retention via ownership, troubleshooting and problem resolution to prevent escalated service issues.
• Act as internal advocate for clients by coordinating with Ascensus departments.
• Review book of business to identify plan retention and create strategy for non-elite advisors.
• Cross-sell revenue opportunities and educate professionals on products, processes and services.
• Compile data, track communications and escalations, and offer solutions to improve the Ascensus experience.
• Lead or participate in projects that create value for existing relationships.
• Maintain proficiency with regulatory, financial, accounting, service and compliance aspects of the relationship management function.

Skills

Client relationship management

Financial services

Communication

Analytical skills

Project management

Team collaboration

Travel willingness

Problem solving

Executive communication

Regulatory knowledge

Education

Bachelor's degree in business or related fields

Tools

Microsoft Office

Job description

Ascensus is the leading independent technology and service platform powering savings plans across America and serves as a focal point for big and elite advisor plan clients and their financial advisors.

In this role you will provide consultative advice, manage client relationships, and coordinate with internal teams to support plan retention and product feature adoption. Strong communication and travel readiness are required.