[Hiring] Strategic Business Consultant @Ascensus

Role Description

This position will work closely with Client Services to serve as the focal point for elite advisors and elite TPAs. Responsibilities include:

• Relationship management of elite advisors and elite TPAs ensuring a successful service experience, book of business retention, and growth of existing business organically.
• Protecting, securing, and proper handling of all confidential data held by Ascensus.
• Demonstrating the I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always®.
• Fostering lasting relationships and promoting organic growth with elite advisors and elite TPAs.
• Meeting with C-Level executives of employers to develop education and communication strategies.
• Communicating new platform rollouts and enhancements; providing training as appropriate.
• Consistently demonstrating a superior level of proactive client focus and teamwork.
• Leveraging industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
• Acting as an internal advocate for elite advisors and elite TPAs and their clients.
• Enhancing the Ascensus experience to strengthen relationships and capture a greater share-of-wallet.
• Reviewing existing book of business to identify plan retention and optimize plan performance.
• Identifying and executing cross-sell revenue opportunities.
• Delivering customized book of business reporting.
• Leading and/or participating in projects related to the creation of additional value for existing relationships.
• Conducting plan-specific pricing reviews to evaluate profitability and make recommendations.
• Maintaining proficiency with multiple partner products and Ascensus’ proprietary products.
• Maintaining proficiency with regulatory, financial, accounting, service, operations, and compliance aspects of the relationship management function.

Qualifications

• Bachelor’s degree in business or related fields, or equivalent work experience.
• 5+ years of experience in retirement services industry.
• 7+ years of experience in retirement services industry, preferred.
• Prior experience with direct client/client equivalent relationships within a financial services administrative environment.
• Ability to work independently as required, but also contribute to maintaining a highly-cohesive team environment.
• Excellent analytical and problem-solving skills.
• Must be detail-oriented and able to produce high-quality work within tight time constraints.
• Ability to make sound business judgments while effectively balancing client needs and organizational considerations.
• Excellent written and oral communication skills, including group presentation experience.
• Proficiency with Microsoft Office products including Excel, Word, and PowerPoint.
• Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments.
• Ability to travel as required.
• Demonstrated project management skills.
• Detailed understanding of investments utilized in retirement programs.

Company Description

We are proud to be an Equal Opportunity Employer. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.