Division Vice President, Western Region

2 months ago

Sacramento, California, United States Ascensus Full time

Job Summary

Ascensus is seeking a seasoned sales leader to drive the distribution of partner and platform retirement plan sales for the Western Region.

Key Responsibilities

  • Protect and secure 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.
  • Embody our I-Client service philosophy and Core Values of People Matter, Quality First, and Integrity Always in daily actions, demonstrating support for our organizational culture.
  • Contribute to the establishment of the annual strategic budget, aligning resources across the organization to achieve top-line revenue objectives.
  • Participate in annual establishment of national and territory goals; communicate and hold RVPs accountable for achievement of goals, inclusive of production and activity-based metrics.
  • Discuss industry trends with all constituents, including Advisors, Broker-dealers, DCIO firms, etc.
  • Represent Ascensus at various industry and thought leadership events.
  • Collaborate with colleagues in Product, Operations, Client Management, Marketing, and Business Development to guide our solutions and the vision of Ascensus in the marketplace.
  • Take a lead role on behalf of the sales organization in the ideation, development, vetting, and prioritization of new products and services.
  • Leverage mid and large-plan experience to help Ascensus grow capabilities and generate revenue up-market.
  • Maintain a strong knowledge of key competitors and highlight our unique advantages.
  • Maintain strong working relationships with DCIO, TPA, and Broker-dealer firms nationally to promote our solutions to Financial Professionals.
  • Direct and coordinate the sales function on a company-wide basis.
  • Develop and manage the annual sales business plan and strategies in conjunction with the business units and marketing.
  • Develop and manage the sales budget, and participate in the overall corporate strategic budget process.
  • Research and develop strategies that identify sales opportunities, including the use of analytical tools (e.g. CRM, Brightscope) to drive informed behaviors.
  • Participate in the development of major client accounts and coordinate the management of all other accounts.
  • Perform other duties as assigned.
  • Assist with other tasks and projects as assigned.

Supervision

  • Lead and motivate a team of external sales associates (RVPs).
  • Hire, train, coach, and mentor new RVPs.
  • Evaluate and provide ongoing feedback to RVPs and during the semi-annual performance management process.
  • Travel with RVPs as needed and provide performance feedback.

Requirements

  • 15+ years of experience in the retirement plan industry.
  • Prior leadership roles/proven management experience.
  • Proven successful sales experience of full-service defined contribution recordkeeping and administrative services.
  • Over-night travel.
  • Superior time management skills.
  • Ability to operate effectively in a fast-paced, unsupervised environment.
  • Series 6 and 63 (or the ability to obtain within six months of employment).
  • Location – flexible (if not Philadelphia-based, regularly travel to and spend time in home office).
  • Strong, in-depth ERISA and plan design knowledge.
  • Excellent written and oral communication skills.

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