Strategic Business Consultant (Retirement Sales)

Ascensus•Remote, Colorado, CT

About The Position

The Strategic Business Consultant (Retirement Sales) works closely with Client Services as the focal point for elite advisors. The role manages advisor relationships to provide a successful service experience, retain existing business, and support organic growth. It promotes Ascensus as a premier retirement plan services provider by delivering strategic analysis and consultative solutions, coordinating internal support, and identifying opportunities to strengthen relationships and grow revenue. The position also protects confidential data and demonstrates Ascensus’ I-Client service philosophy and core values. It requires proficiency across partner and proprietary products, as well as the regulatory, financial, accounting, service, operations, and compliance aspects of relationship management. Travel may be required.

Requirements

Bachelor’s degree in business or a related field, or equivalent work experience.
At least 5 years of experience in the retirement services industry.
Prior experience managing direct client or client-equivalent relationships in a financial services administrative environment.
Ability to work independently and contribute to a cohesive team environment.
Excellent analytical and problem-solving skills.
Ability to work with a high level of independence.
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 in internal and external environments.
Demonstrated project management skills.
Detailed understanding of investments used in retirement programs.
Ability to travel as required.

Responsibilities

Protect, secure, and properly handle confidential data to prevent unauthorized access, improper transmission, or unapproved disclosure.
Demonstrate Ascensus’ I-Client service philosophy and core values in day-to-day work.
Build lasting relationships with elite advisors and promote organic growth through strategic analysis and consultative solutions.
Meet with employer C-level executives to develop education and communication strategies.
Communicate new platform rollouts and enhancements and provide training as appropriate.
Provide proactive client focus and teamwork, using industry knowledge to support intermediary satisfaction, client retention, and organic growth.
Act as an internal advocate for elite advisors and their clients by coordinating with Ascensus departments.
Improve the Ascensus experience, strengthen relationships, and capture a greater share of wallet from elite advisors.
Review the existing book of business to identify retention needs, position products and services to optimize plan performance, add value for advisors, and generate revenue.
Identify and execute cross-sell revenue opportunities.
Deliver customized book-of-business reporting, including AFCA, advanced payment reporting, Plan Illustrator, Fiduciary Benchmark, and other reporting as determined.
Lead or participate in projects and initiatives that create additional value for existing relationships.
Conduct plan-specific pricing reviews, including investment reviews, to evaluate profitability and recommend pricing adjustments where appropriate to retain at-risk clients and elite advisors.
Maintain proficiency with partner products and Ascensus proprietary products to manage elite relationships across platforms.
Maintain proficiency in regulatory, financial, accounting, service, operations, and compliance aspects of relationship management.
Coordinate and run meetings attended by senior-level internal and external personnel.
Travel as required.