Senior Relationship Manager Retirement

Ascensus•Newton, MA

5d•$115,000 - $190,000

About The Position

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. The Sr. Relationship Manager is instrumental in promoting client retention, growth and product expansion through comprehensive ownership, ensuring that our clients receive the highest level of service and support. Serving as the primary dedicated contact for both existing and potential new clients, as well as partner and vendor strategic partnerships, the Sr. Relationship Manager is at the forefront of fostering strong and lasting relationships. Their efforts contribute significantly to new business growth, making them an essential part of our team. Moreover, the Sr. Relationship Manager is actively involved in contract negotiations and Requests for Proposals (RFPs), providing valuable insights and guidance to secure favorable terms. They are also responsible for defining strategies that ensure successful business outcomes, driving our organization and our clients towards greater success. As we prepare for continued growth and anticipate exciting new business opportunities ahead, we’re looking to build additional relationships with exceptional senior‑level relationship management professionals in the retirement savings industry. We are thoughtfully cultivating a pipeline of proven talent who excel in strategic client partnership, complex problem‑solving, and driving meaningful business outcomes.

Requirements

Bachelor’s degree in business or related fields, or equivalent work experience
Minimum 15 years’ experience in benefits industry
Prior experience with large market institutional client relationships within a benefits environment
Ability to work independently, but also work within and contribute to maintaining a highly-cohesive team environment
Excellent analytical and problem-solving skills
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Must be detail oriented and be able to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations (e.g., risk mitigation, company reputation)
Ability to manage escalated calls professionally and effectively to resolution
Excellent written and oral communication skills, including group presentation experience
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to travel as required
Demonstrated project management skills

Responsibilities

Foster lasting relationships and promote organic growth with clients and vendors through value-added strategic analyses and consultative solutions.
Provide a superior level of proactive client focus and teamwork.
Leverage industry knowledge to promote key client and vendor satisfaction, leading to client retention and organic growth.
Forge relationships with client C-Suite Executives
Demonstrate ownership for the resolution of issues escalated by partners and serve as a liaison to various internal departments, advocating for both Ascensus and its partners.
Deliver superior service to strengthen relationships and capture a greater share of business/services from clients/vendors.
Review existing book of business to identify retention and cross-sell opportunities to meet revenue goals.
Manage expenses, identify departmental growth and process improvement opportunities, and lead projects that fulfill departmental objectives.
Lead efforts to conduct ongoing prospective market analysis and initiatives related to the establishment of new client/vendor relationships and the creation of additional value for existing relationships.
Gather and analyze data associated with clients/vendors and conduct outreach activities including regularly scheduled calls, annual reviews, and reporting.
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
Ensure that all contractual obligations for key partnerships are met.
Identify unique client characteristics or concerns and analyze the impact on the contractual agreement.
Negotiate contract amendments and pricing structures, as applicable.
Assist with other tasks and projects as assigned
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.