Non-Qualified Relationship Manager
2 weeks ago
As a Non-Qualified Relationship Manager at Ascensus, you will be responsible for managing assigned non-qualified retirement services client accounts and relationships. This includes communications, administration, problem identification and resolution, as well as reporting to meet contractual requirements and client expectations.
Key Responsibilities- Builds on our service reputation and relationships to position Ascensus as the client's provider of choice for non-qualified plans and additional products and services.
- Develops and maintains relationships with plan sponsors and human resources contacts of assigned new and existing client organizations to become the provider for information and resources related to their retirement plans.
- Ensures the provision of retirement services expected along with compliance of contractual requirements; identifies and resolves areas of concern as well as verifies accuracy and completeness of initial documentation and materials provided to clients; resolves related issues.
- Come up to speed quickly with unfamiliar processes and procedures.
- Desires to thrive in a fast-paced environment.
- Builds strong internal relationships and communicates effectively with senior managers.
- Self-starter working in a fast-paced, demanding environment under tight deadlines.
- Focuses on learning in everyday activities and events.
- Collaborates with and openly shares knowledge with colleagues.
- Regular, reliable, and punctual attendance.
- Bachelor's degree or combination of education and industry experience.
- 5+ years of total experience in Retirement Services, 401(k) environment helpful.
- 3-5 years of related relationship management experience with demonstrated relationship building experience.
- Strong systems-based skills.
- Strong presentation skills in front of committees or executive population.
- Strong MS Office Skills with an emphasis in Excel, Outlook, and PowerPoint.
- Non-qualified 409A experience a plus.
Up to 10% travel required.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.
Duties, responsibilities, and activities may change at any time with or without notice.
For all virtual remote positions, an uninterrupted virtual work space is required, and there is an expectation of family care being in place during business hours.
Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use.
If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required.
If you are unsure of your internet speed, please check with your service provider.
Please ensure that you are able to meet these expectations before applying.
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 [redacted] or [redacted] email addresses. We will never ask you for payment or require you to purchase any equipment.
If you are suspicious or unsure about the validity of a job posting, we strongly encourage you to apply directly through our website.
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