[Hiring] Strategic Business Consultant @Ascensus

Role Description

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

• Relationship management of elite advisors ensuring a successful service experience.
• Book of business retention and growth of existing business organically.

Key responsibilities include:

• Protecting, securing, and properly handling 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.
• 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.
• Acting as an internal advocate for elite advisors and their clients.
• Enhancing the Ascensus experience to strengthen relationships.
• 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 creating additional value for existing relationships.
• Conducting plan-specific pricing reviews to evaluate profitability.
• Maintaining proficiency with multiple partner products and Ascensus’ proprietary products.
• Maintaining proficiency with regulatory, financial, accounting, service, operations, and compliance aspects.

Qualifications

• Bachelor’s degree in business or related fields, or equivalent work experience.
• 5+ years of experience in the retirement services industry.
• Prior experience with direct client/client equivalent relationships within a financial services administrative environment.
• Ability to work independently as required, but also contribute to a highly-cohesive team environment.
• Excellent analytical and problem-solving skills.
• Detail-oriented with the ability to produce high-quality work within tight time constraints.
• Ability to make sound business judgments while 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.
• Ability to travel as required.
• Demonstrated project management skills.
• Detailed understanding of investments utilized in retirement programs.

Company Description

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.