Institutional Relationship Manager

4 weeks ago


New York, New York, United States Ascensus Full time
Job Summary:

The Institutional Relationship Manager will be responsible for conducting 529 college savings seminars and outreach to New York employers, community groups, and other local organizations on behalf of NY's 529 College Savings Program Direct Plan. This role will involve presenting to prospective participants, developing client relationships, and promoting payroll deduction with employers.

Key Responsibilities:

Conduct workshops and deliver presentations on NY's 529 Plan

Attend benefit fairs and events, maintain information booths, and distribute information

Source and develop leads with employers, community groups, and local organizations

Develop relationships with key elected officials and state government agencies

Represent Ascensus College Savings and the NY 529 Plan in the community to the highest standard

Requirements:

Bachelor's degree

2-4 years of financial services experience in sales, marketing, or client service phone support

Excellent organization, communication, and presentation skills

Experience presenting to large groups of people

Professional training experience

Sales or client management experience

529 industry experience

Work independently

Work from home and travel throughout the State of New York

Willing to work some nights and weekends

Willing to travel overnight as required

Current Series 6 or 7 and 63 or 66 licenses

Benefits:

The national average salary range for this role is $75,000 - $90,000 in base pay, exclusive of any bonuses and benefits. Other rewards and benefits may include 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit our website.

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