Posted in Management 9 days ago.
Section 1: Position Summary
The Relationship Manager is responsible for the oversight of existing relationships with financial organization clients, partners, and/or vendors. The individual will work closely with sales, operations, service, and other support teams to pursue organic growth opportunities, enhance products and services, and increase customer satisfaction. This position is responsible for partnering on sales discussions, product development, contract negotiations, service enhancements, and execution strategies for expanding Ascensus' product offerings.
Section 2: Job Functions, Essential Duties and Responsibilities
Build professional and trusting relationships with department, additional RPS teams, providers, vendors, and clients.
Conduct ongoing review of all partner relationships to ensure benefit to Ascensus and its clients.
Partner with product managers to develop marketing/promotion campaigns and sales aids for all products and services.
Collaborate with Product Managers and Service teams to ensure timely updates of Ascensus products.
Monitor for accurate and timely accounts receivable and accounts payable activity as applicable for book of business.
Provide timely updates and training to client or vendor sales & business teams, as needed
Work closely with the RPS Sales team to gather data and information concerning possible product development ideas for the RPS Product Management team.
Responsible for maintaining and expanding existing external partnerships within the financial institution industry while identifying, vetting, and developing new partnerships that enhance Ascensus' market presence.
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
Bachelor's degree in Business Administration, Management or related field
Minimum of 5 years' experience in financial services, technology-related field
Understanding of IRAs, HSAs, and/or the qualified retirement plan marketplace
Excellent oral and written communications skills including public speaking
Must be able to travel periodically as needed (up to 40% depending on book of business)
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.