Strategic Client Relationship Manager – Retirement Plans

Ascensus; Minneota (MN); On-site; USD 90,000 - 120,000; Full time

Job summary

Ascensus is seeking a senior relationship manager to serve as the primary contact for elite advisor plan clients and their financial advisors. You will coordinate with sales, service, and operations to ensure a high-quality service experience, retention, and product adoption.

Responsibilities include managing confidential client data, driving coordination across Ascensus departments, and identifying opportunities for expanded services.

Qualifications

• Bachelor’s degree in business or related field or equivalent experience.
• 7+ years in retirement services or related field preferred.
• 5+ years direct client relationship experience in financial services.

Responsibilities

• Serve as focal point for big and elite advisor plan clients and their financial advisors.
• Provide consultative advice and coordinate with internal Ascensus departments to retain plans.
• Promote plan retention through ownership, troubleshooting and proactive problem resolution.
• Develop relationships with senior-level decision makers and educate about products and services.
• Cross-sell revenue opportunities and coordinate with client contacts to optimize plan design.

Skills

Client relationship management

Analytical skills

Communication

Project management

Teamwork

Travel readiness

Independent work

Education

Bachelor’s degree in business or related field

Tools

Microsoft Office

Job description

Ascensus is seeking a senior relationship manager to serve as the primary contact for elite advisor plan clients and their financial advisors. You will coordinate with sales, service, and operations to ensure a high-quality service experience, retention, and product adoption.

Responsibilities include managing confidential client data, driving coordination across Ascensus departments, and identifying opportunities for expanded services.