This role leads a team of senior level relationship professionals and is responsible for creating and proactively executing on strategies to support institutional partner growth, retention and profitability. Additional responsibilities include partnering closely with peer leaders in sales, product, marketing, service & operations, and technology to achieve revenue growth targets and maximize operating capabilities and profitability.

Section 2: Job Functions, Essential Duties and Responsibilities

• Oversees the relationship management function for institutional and strategic partners within the Partner Solutions line of business as well as individual clients with assigned relationship management executives.

• Accountable for client retention and satisfaction; maintains frequent client interaction to serve as the voice of the customer on the Partner Solutions leadership team.

• Provides leadership to the relationship management department to meet its goals and objectives.

• Participates in industry conferences and roundtables to stay abreast of key trends impacting our clients; serves as executive sponsor for key clients.

• Maximizes the performance of the relationship management group through clear goal setting, coaching/development, and exposure to relationship management best practices.

• Periodically evaluates the RM team to ensure the optimal structure for achieving business goals.

• Formulates and supports the team in the execution of annual plans for institutional and strategic partners, with the objectives of maximizing profitability, ensuring retention, and delivering an outstanding client experience.

• Manages cost center for the department, partnering with finance on the annual budget and multi-year strategic planning

• Partners with senior leadership peers to support the creation and execution of strategic plans to increase market share/penetration and maximize opportunities for growth throughout the marketplace

• Provides strong, visible leadership, which fosters positive attitudes and trust among associates, clients, and prospects

• Represent Ascensus industry-wide at relevant events and conferences; continue to elevate our external profile as a thought leader and innovator

• Monitors client feedback closely to anticipate changes in needs and expectations. Proactively identifies issues and restructures relationships to mitigate potential future risk

• Implements metrics to validate decision making and identify areas of opportunity; and communicates broadly across the organization regarding the retirement relationship management team’s success

• Uses retention analysis and data analytics to understand patterns and find ways to improve loyalty and retention

• Partners with distribution leaders on all new institutional outsourcing opportunities

• Ensures that the organization’s activities remain compliant with all relevant legal and regulatory guidelines

• Maintains responsibility 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

• Consistently demonstrates the Core Values of People Matter, Quality First and Integrity Always®

Supervision

• This role leads a team of senior level relationship professionals and is responsible for creating and proactively executing on strategies to support institutional partner growth, retention and profitability.

Section 3: Experience, Skills, Knowledge Requirements

• Bachelor’s degree required; advanced degree is preferred

• Minimum15 years’ experience in the financial services industry, with minimum of 10 years in a client-facing leadership role

• Minimum 8 years of successful 401(k) and advisor client management experience

• Minimum 8 years managing and developing business relationships

• Comprehensive knowledge of the retirement market, industry trends, and distribution channels

• Proven leadership ability with evidence of strategic talent management and coaching skills

• Excellent interpersonal communication skills

• Demonstrated ability to develop and support large, complex client and institutional partner relationships

• Experience in negotiation, contract review and comprehensive understanding of the contract process; practical understanding of compliance/regulatory components of contracts

• Strong financial acumen with demonstrated experience managing a multi-million-dollar budget and articulating the costs/benefits of client-related expenditures

• Must be able to express a sound opinion, consider alternate viewpoints and be open to feedback from clients and colleagues

• Demonstrated ability to Interact effectively with a variety of internal and external constituencies

• FINRA Series 6 or 7 and Series 24 or 26 licenses preferred

• Sales and business development experience preferred

• Strong track record of general management, strategic thinking, financial acumen, negotiation, coaching and talent development, sound judgment and the ability to balance client needs, contractual commitments, and organizational capabilities to deliver an outstanding client experience.

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).