Identify and develop new lasting relationships and promote growth with distribution intermediaries through value-added strategic selling and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement, escrow, and custodial 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 new account 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 from key intermediaries.
Review existing book of business to identify plan retention and cross-sell revenue opportunities with Strategic Account Management Team.
Lead and participate in projects and initiatives related to the establishment of new key intermediary relationships.
Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage key relationships across these platforms.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the sales function.
Prospecting Live Event / Networking opportunities aimed at creating partnerships
Knowledge of broker-dealer segment & custodial model
Understanding of retirement market and how TPA’s, Record-Keepers and Custodians can partner to drive new product development and growth
Ability to cross-sell and up-sell within a multi-division company to help drive synergies and growth for the company’s overall value proposition
Assist with other tasks and projects as assigned
Proven track record working with broker dealers or other financial institutions
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.
Bachelor’s degree in business or related fields, or equivalent work experience
5+ years of experience in financial industry or related industry
Prior experience with direct client/client equivalent relationships within a financial services administrative environment
Excellent analytical and problem solving skills
Ability to work with a high level of independence
Ability to handle multiple objectives at the same time while producing quality results 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
Strength in building strong relationships with C level executives and their teams
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Ability to travel as required (up to 30%)
Ability to lead within Ascensus for new deals and products