Current jobs related to Institutional Relationship Manager - Reno, Nevada - Ascensus

  • Institutional Relationship Manager

    4 weeks ago

    Reno, Nevada, United States Ascensus Full time

    Job SummaryThe Institutional Relationship Manager will be responsible for building and maintaining relationships with key stakeholders in the Nevada community, including community groups, nonprofits, local organizations, and employers. This role will involve conducting 529 education savings seminars and outreach activities to promote the FuturePath 529...

  • Institutional Relationship Manager

    4 weeks ago

    Reno, Nevada, United States Ascensus Full time

    Job SummaryThe Institutional Relationship Manager will be responsible for building and maintaining relationships with key stakeholders in the Nevada community, including community groups, nonprofits, local organizations, and employers. This role will involve conducting 529 education savings seminars and outreach activities to promote the FuturePath 529...

  • Customer Relationship Manager

    2 months ago

    Reno, Nevada, United States Umpqua Bank Full time

    About the RoleAs a key member of our team, you will serve as a liaison with customers, facilitating a seamless onboarding experience for new banking relationships. Your expertise will be relied upon to manage and monitor existing customer relationships, working closely with the business unit and other departments to provide exceptional customer service.Key...

  • Business Relationship Manager Professional

    6 days ago

    Reno, Nevada, United States Umpqua Bank Full time

    About Umpqua Bank:Headquartered in the Pacific Northwest, Umpqua Bank is a leading western-based regional bank with over $50B in assets under management. With a commitment to its associates, customers, and communities, the bank offers a unique brand of relationship banking that fosters a culture where associates thrive.About the Role:This Business...

  • Freight Relationship Manager

    1 month ago

    Reno, Nevada, United States Circle Logistics, Inc Full time

    Job Title: Freight Relationship ManagerCompany: Circle Logistics, IncLocation: Reno, NVAbout Circle Logistics, Inc: Circle Logistics, Inc is a leading third-party logistics (3PL) company, specializing in providing customized transportation solutions to a diverse range of industries. We pride ourselves on delivering exceptional customer service, leveraging...

  • Pharmacy Relationship Manager

    2 weeks ago

    Reno, Nevada, United States America's Pharmacy Group, LLC Full time

    Job Summary: As a Pharmacy Relationship Manager at America's Pharmacy Group, LLC, you will play a crucial role in driving the growth of our company by building and retaining customer relationships. Your primary responsibility will be to educate pharmacy staff about our Savings Card program, which works similarly to GoodRx and SingleCare. This program enables...

  • Pharmacy Relationship Manager

    2 weeks ago

    Reno, Nevada, United States America's Pharmacy Group, LLC Full time

    Job Summary:As a Pharmacy Relationship Manager at America's Pharmacy Group, LLC, you will play a crucial role in driving the growth of our company by building and retaining customer relationships. You will educate pharmacy staff about our Pharmacy Savings Card, which offers savings of up to 80% off prescriptions, and provide savings cards to medical offices....

  • Corporate Banking Relationship Manager

    2 weeks ago

    Reno, Nevada, United States BankTalent HQ Full time

    Nevada State Bank is seeking a skilled Corporate Banking Relationship Manager to join our team in Reno, NV. As a key member of our Corporate Banking team, you will be responsible for generating, managing, and servicing a portfolio of clients, as well as developing and expanding lending, investment, and deposit relationships with new and existing clients.Key...

  • Relationship Banking Specialist

    1 month ago

    Reno, Nevada, United States Umpqua Bank Full time

    About Us:Umpqua Bank is a leading western-based regional bank with over $50B in assets under management, headquartered in the Pacific Northwest. We offer banking services to customers nationwide and are committed to our associates, customers, and communities. Our culture is built on core values of Trust, Ownership, Growth, Empathy, Teamwork, Heart,...

  • Relationship Banker

    2 months ago

    Reno, Nevada, United States Bank of America Full time

    About the Role:We are seeking a highly motivated and enthusiastic Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key...

  • Senior Project Manager

    4 weeks ago

    Reno, Nevada, United States Jobot Full time

    About the JobWe are seeking a highly experienced Senior Project Manager to join our team at a top commercial GC in Reno. As a Senior Project Manager, you will be responsible for overseeing the successful delivery of commercial construction projects from start to finish.Job DetailsExperience as a Project Manager at a GCExperience with commercial...

  • Freight Relationship Manager

    2 weeks ago

    Reno, Nevada, United States Circle Logistics, Inc Full time

    pbJobTitle:FreightRelationshipManager/b/ppbCompany:CircleLogistics/b/ppbLocation:Reno,NV/b/ppbAboutCircleLogistics:/bCircleLogisticsisaleadingthird-partylogistics(3PL)company,specializinginprovidingcustomizedtransportationsolutionstoadiverserangeofindustries.Weprideourselvesondeliveringexceptionalcustomerservice,leveragingourexpansivecarriernetwork,andcontin...

  • Construction Manager

    2 weeks ago

    Reno, Nevada, United States Jobot Full time

    About the JobWe are a well-established General Contractor (GC) based in Nevada, specializing in commercial construction. Our team has a proven track record and high level of integrity, with over 40 million sqft of facilities built across various types, including educational, office, retail, aviation, institutional, and more.We are seeking a Preconstruction...

  • Project Manager for Commercial Construction

    4 weeks ago

    Reno, Nevada, United States Jobot Full time

    About the JobWe are seeking a highly skilled Project Manager to join our team at a top commercial GC in Reno. As a Project Manager, you will be responsible for overseeing the planning, execution, and delivery of commercial construction projects.Job DetailsExperience as a Project Manager at a GCExperience with commercial constructionExperience with ground-up...

  • Account Manager

    2 months ago

    Reno, Nevada, United States Grand Canyon Education, Inc. Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Grand Canyon Education, Inc. As an Account Executive, you will play a critical role in driving business growth and revenue expansion in the Reno, NV territory.Key ResponsibilitiesDevelop and Execute Sales Strategies: Identify and implement event/activity...

  • Account Manager

    2 months ago

    Reno, Nevada, United States Grand Canyon Education, Inc. Full time

    About the RoleWe are seeking a highly motivated and results-driven Account Executive to join our team at Grand Canyon Education, Inc. As an Account Executive, you will play a critical role in driving business growth and expansion in the Reno, NV territory.Key ResponsibilitiesDevelop and Execute Sales Strategies: Identify and implement event/activity plans to...

  • Director of Facilities Management

    1 month ago

    Reno, Nevada, United States Korn Ferry Executive Search Full time

    Job Title: Director of FacilitiesThe Desert Research Institute (DRI) is seeking an exceptional leader to provide strategic and operational oversight for the facilities function. As a critical member of the senior leadership team, the Director of Facilities will play a key role in providing essential facilities and construction services on behalf of this...

  • Construction Project Manager

    4 weeks ago

    Reno, Nevada, United States Jobot Full time

    Preconstruction Manager OpportunityWe are a well-established General Contractor based in Nevada, specializing in commercial construction. Our team has a proven track record and high level of integrity, with over 40 million sqft of facilities built across various types, including educational, office, retail, aviation, institutional, and more.We are seeking a...

  • Director of Facilities Management

    4 weeks ago

    Reno, Nevada, United States Desert Research Institute Full time

    About the PositionThe Desert Research Institute (DRI) is seeking a highly skilled and experienced Director of Facilities to provide strategic and operational oversight for the facilities function. Reporting directly to the DRI President, this critical member of the senior leadership team will play a key role in providing essential facilities and construction...

  • Fund Development Program Manager

    1 week ago

    Reno, Nevada, United States City of Reno Full time

    Fund Development Program Manager**Job Summary**The City of Reno is seeking a highly skilled Fund Development Program Manager to lead our fundraising initiatives and cultivate relationships with new and existing funders. This is an exciting opportunity to join our team and make a meaningful impact in our community.**Key Responsibilities*** Develop and execute...

Institutional Relationship Manager

4 months ago

Reno, Nevada, United States Ascensus Full time

Position Purpose:


The Institutional Relationship Manager will be responsible for conducting 529 education savings seminars and outreach to Nevada (Reno) community groups, nonprofits, local organizations, employers and other entities as identified on behalf of FuturePath 529 Plan.

Essential Duties and Responsibilities:

Presentations to Prospective Participants

  • Conduct workshops and deliver presentations on the FuturePath 529 Plan to a variety of audiences with varying income levels, lifestyles, and backgrounds.
  • Attend benefit fairs and events, maintain information booths and distribute information
  • Source and develop leads with employers, community groups and local organizations
Develop Client Relationships

  • Develop relationships with key elected officials
  • Develop relationships with proponents of financial literacy in the community,
  • specifically, the Washoe County and Reno, NV. urban cores
  • Assist the Director and RM in the relationship with Plan Sponsor where applicable
  • Represent Ascensus College Savings and the FuturePath 529 Plan in the community to
  • the highest standard
Promotion of Payroll Direct Deposit with Employers

  • Present to and meet with employers to explain and promote the benefits of payroll
  • deduction
  • Source and develop leads with HR/payroll/key benefit decision makers
  • Coordinate with Client Services for implementation of service
Project Work

  • Work with Marketing to develop communication/marketing materials
  • Determine what events to attend and activities to engage in to maintain an active calendar within annual budget limits
  • Track and report on events, activities and key relationships
Work with State Treasurer's Office

  • Work closely with the Treasurer's office and communicate regularly
  • Attend quarterly Board of Directors meetings and report on activity
  • Attend bi-weekly status calls with Treasurer's Office and Ascensus team
Industry Expert

  • Develop a strong working knowledge of 529 plan rules and guidelines
  • Stay abreast of changes to applicable laws and rules
  • Maintain Series 6 or 7 and 63 or 66 licenses
Core Values

  • 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.
  • The I-Client philosophy and the 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.
Minimum Requirements:


The position will be home-based, in the Reno, NV metropolitan area; however, occasional evening, weekend and overnight travel throughout the State is required.


  • Bachelor's degree
  • 2-4 years financial services experience in sales, marketing or client service phone support
  • Excellent organization, communication and presentation skills
  • Proven experience presenting to large groups of people
  • Professional training experience
  • Sales or client management experience
  • 529 industry experience
  • Ability to work independently; primary worksite is home based and travel throughout the State of Nevada is required
  • Willing to work some nights and weekends
  • Willing to travel overnight as required (average twice a month, 1-2 nights per visit)
  • Current Series 6 or 7 and 63 or 66 licenses preferred
  • Proficient in all MS Office applications
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or 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.