Institutional Relationship Management and Sales Support at Ascensus in Detroit, Michigan

Job Description:

Section 1: Position Summary

This position supports the Head of Institutional Sales and Vice President of Business Development to ensure we have appropriate collateral in place for all sales meetings and client interactions. This position is 100% remote.

Section 2: Job Functions, Essential Duties and Responsibilities

• Lead meetings with all partners to explore opportunities to work together


• Prepare all collateral for business meetings (current and prospective clients)


• Be available to field questions from current and prospective clients


• Develop campaign(s) to drip materials to build awareness in the channel, and measure/report on success metrics.


• Relationship Management - Maintain strong working relationships with Recordkeepers, Broker-dealer firms, IRA and DCIO nationally to promote our solutions to Financial Professionals.


• Ability to discuss industry trends with all constituents (Recordkeepers, Advisors, Broker-dealers, DCIO firms, etc.).


• Work closely with colleagues in Product, Operations, Client Management, Marketing and Business Development to guide our solutions and the vision of TPA in marketplace.


• Maintain a strong knowledge of key competitors with the ability to highlight our unique advantages.


• Problem resolution with clients and prospective clients


• Foster lasting relationships and promote organic growth with distribution intermediaries through value-added strategic analyses and execution of consultative solutions to further Ascensus' reputation as a premier provider of retirement plan services.


• Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.


• Act as an internal advocate for key intermediaries and their clients by coordinating with internal Ascensus departments.


• Consistently deliver superior service to strengthen relationships and capture a greater share-of-wallet.


• Review existing book of business to identify plan retention and cross-sell revenue opportunities.


• Lead and/or participate in projects and initiatives related to the establishment of new key relationships and the creation of additional value for existing relationships.


• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.


• Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus TPA Solutions to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus TPA Solutions or our clients.


• 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.


• Assist with other tasks and projects as assigned

Section 3: Experience, Skills, Knowledge Requirements

• Excellent written and oral communication skills


• Ability to prepare presentations and client materials


• Comfortable presenting publicly as well as one-on-one


• 5 + years of experience in the retirement plan industry


• Proven successful distribution in defined contribution recordkeeping and administrative services


• 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


• Superior time management skills


• Ability to operate effectively in a fast-paced, unsupervised environment


• Strong, in-depth ERISA and plan design knowledge

• We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 10 million Americans save for retirement and college.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

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