Institutional Relationship Manager at Ascensus in San Juan, Puerto Rico

Job Description:

Position Purpose:

The Institutional Relationship Manager will be responsible for conducting 529 college savings seminars and outreach to Missouri employers, community groups and other local organizations on behalf of MOST - Missouri's 529 Education Plan.

The position will be home-based, currently leveraging virtual technology to conduct meetings however, occasional evening, weekend and overnight travel throughout the State is required. The position requires excellent presentation and organization skills, a Bachelor's Degree and a Series 6 or 7 securities license.

Essential Duties and Responsibilities:

Presentations to Prospective Participants

• Conduct workshops and deliver presentations on the MOST 529 plan


• Attend benefit fairs, maintain information booths and distribute 529 college savings information

Develop Client Relationships

• Source and develop leads with employers, community groups and local organizations


• Develop relationships with proponents of financial literacy in the community


• Develop relationships with key elected officials and state government agencies


• Assist the Director, plan Relationship Manager and State client where applicable


• Represent Ascensus and the MOST 529 plan in the community to the highest standard as an ambassador for college savings

Promotion of Payroll Direct Deposit with Employers

• Source and develop leads with HR / payroll / key benefit decision makers


• Present to and meet with employers to explain and promote the benefits of payrolldirect deposit; positioning and supporting 529 as a workplace voluntary benefit


• Coordinate implementation and service support services as necessary

Project Work

• Work with Marketing to develop effective communication/marketing materials


• Determine what events to attend and activities to engage in to maintain an active calendar within annual budget limits


• Track and report on events, activities, key relationships and overall impact


• Attend Board meetings as required and prepare to report on activity and impact on a periodic basis


• Attend and participate in status calls with State partners and Ascensus team

Industry Expert

• Develop a strong working knowledge of 529 plan rules and guidelines


• Stay abreast of changes to applicable laws and rules


• Obtain and maintain Series 6 or 7 and 63 licenses

Core Values

• 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.


• The I-Client philosophy and the 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.

Minimum Requirements

The position will be home-based in Missouri; however, occasional night, weekend and overnight travel throughout the State is required.

• Bachelor's degree


• Current Series 6 or 7 and 63 FINRA licenses preferred; or ability to obtain within 90 days


• 2 - 4 years financial services experience in sales, marketing or client service


• Excellent organization, communication and presentation skills


• Proven experience presenting to large groups of people


• Professional training experience a plus


• Sales or client management experience


• Knowledge of 529 plans preferred


• Work independently from home and travel throughout the State of Missouri


• Ability to work some nights and weekends with occasionally overnight travel


• Proficient in all MS Office applications

We are proud to be an EEO employer M/F/D/V.

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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