Strategic Business Consultant, Retirement Sales

Strategic Business Consultant, Retirement Sales

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program. Responsibilities include relationship management of elite firms to ensure a successful service experience, book of business retention, proactive consultation, and growth of existing business organically.

• Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services.
• Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business.
• Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage elite relationships across these platforms.
• Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate.
• Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth.
• Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms.
• Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings.
• Delivery of customized book of business reporting to create efficiencies for your advisors.
• Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships.
• Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function.
• 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.
• Our I-Client service philosophy and our 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.

• Deep knowledge of the retirement plan industry, 7+ years’ experience preferred.
• Demonstrated ability to build and manage relationships.
• Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment.
• Excellent analytical and problem‑solving skills.
• Ability to produce high quality work within tight time constraints.
• Ability to make sound business judgments while effectively balancing client needs and organizational considerations.
• Excellent written and oral communication skills, including group presentation experience.
• Proficiency with Microsoft Office products including Excel, Word and PowerPoint.
• Ability to coordinate and run meetings attended by senior‑level personnel in both internal and external environments.
• Ability to travel as required.
• Highly organized with the ability to effectively prioritize key issues and deliverables.

Mid‑Senior level

Full‑time

Business Development and Sales

Dallas, TX

$88,680.00 – $

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