Senior Relationship Manager – Retirement

Role Overview

• 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.

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.

Benefits

• 401(k) match
• Medical
• Dental
• Vision
• Paid-Time-Off