Serves as the focal point for TPA partner relationships for
Ascensus , managing the assigned relationships both strategically and tactically to increase our productivity to achieve stated sales goals. Responsibilities: Maintains and expands TPA partner relationships according to the objectives and retirement plan goals as documented in the TPA strategic business plan. Leverages internal Ascensus resources to maintain and develop relationships with TPA Partners focusing on client management, retention and growth opportunities. Ongoing effective communication to promote Ascensus’ core messaging and key initiatives. Balances Ascensus objectives with our distribution partner’s objectives and creates solutions that are beneficial to both organizations. Manages partner initiatives and product solution projects to completion to ensure our products and services meet our partner’s strategic needs for growth. Supports Business Development team members in building influential and productive relationships to develop a collaborative environment to drive success with our TPA partners. Partner with Business Development team, Sales leadership and Sales team to identify opportunities to leverage TPA firm intel, targeted advisors and markets to drive additional sales activity to broaden our distribution footprint with our key distribution partners. Represent Ascensus at industry, advisor and thought leadership conferences, including as featured speaker or panelist, to promote Ascensus’ proficiency in our chosen markets bringing back firm intel, advisor connections and opportunity leads for sales team. Work closely with and mentor Ascensus Strategic Business Consultant(s) assigned to TPA relationships. Work closely with Associates across the organization to execute TPA strategies, maintain healthy TPA relationships and resolve escalated issues in a timely manner. Manage travel, entertainment and master distribution partnership budgets. Discusses industry trends with all constituents (TPAs, Advisors, Broker-dealers, DCIO firms, Institutional Partners). Monitors and engages in TPA trends both at a macro level and firm level to understand and ensure Ascensus alignment with firm acquisitions, new offerings by our TPA partners and ongoing technology and service needs. Manages TPA relationships with a focus on new partners, growing partners and at risk partners and provide training and support to both our TPA partners and sales teams (Ascensus and partner). Monitors and ensures all TPA materials (forms and marketing) are kept up-to-date. Works closely with colleagues in Product, Operations, Client Management, Marketing and Business Development to guide our solutions and the vision of Ascensus in the marketplace. Maintains a strong knowledge of key competitors with the ability to highlight our unique advantages. Engages with Institutional Partners to ensure, where appropriate, their products and solutions are ably represented alongside our own. Ability to assume Product Owner role for our Defined Benefit / Cash Balance Funding product offered exclusively with our TPA partners to ensure the ongoing viability of this offering and others as opportunities arise in the future. Participates in evaluation of and development of TPA relationships and coordinate appropriate communication strategy. 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. Core Values of People Matter, Quality First and Integrity Always are visible in actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned. Regular, reliable and punctual attendance. Requirements: Minimum 10 years’ strategic business development experience in the retirement plan industry. Series 6 and 63 (or the ability to obtain within six months of employment). Strong, in-depth ERISA and plan design knowledge. Excellent written and oral communication skills. Comfortable presenting publicly as well as one-on-one. Proven successful distribution 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. The national average salary range for this role is $125,000 to $175,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range, however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit
careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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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Ascensus , managing the assigned relationships both strategically and tactically to increase our productivity to achieve stated sales goals. Responsibilities: Maintains and expands TPA partner relationships according to the objectives and retirement plan goals as documented in the TPA strategic business plan. Leverages internal Ascensus resources to maintain and develop relationships with TPA Partners focusing on client management, retention and growth opportunities. Ongoing effective communication to promote Ascensus’ core messaging and key initiatives. Balances Ascensus objectives with our distribution partner’s objectives and creates solutions that are beneficial to both organizations. Manages partner initiatives and product solution projects to completion to ensure our products and services meet our partner’s strategic needs for growth. Supports Business Development team members in building influential and productive relationships to develop a collaborative environment to drive success with our TPA partners. Partner with Business Development team, Sales leadership and Sales team to identify opportunities to leverage TPA firm intel, targeted advisors and markets to drive additional sales activity to broaden our distribution footprint with our key distribution partners. Represent Ascensus at industry, advisor and thought leadership conferences, including as featured speaker or panelist, to promote Ascensus’ proficiency in our chosen markets bringing back firm intel, advisor connections and opportunity leads for sales team. Work closely with and mentor Ascensus Strategic Business Consultant(s) assigned to TPA relationships. Work closely with Associates across the organization to execute TPA strategies, maintain healthy TPA relationships and resolve escalated issues in a timely manner. Manage travel, entertainment and master distribution partnership budgets. Discusses industry trends with all constituents (TPAs, Advisors, Broker-dealers, DCIO firms, Institutional Partners). Monitors and engages in TPA trends both at a macro level and firm level to understand and ensure Ascensus alignment with firm acquisitions, new offerings by our TPA partners and ongoing technology and service needs. Manages TPA relationships with a focus on new partners, growing partners and at risk partners and provide training and support to both our TPA partners and sales teams (Ascensus and partner). Monitors and ensures all TPA materials (forms and marketing) are kept up-to-date. Works closely with colleagues in Product, Operations, Client Management, Marketing and Business Development to guide our solutions and the vision of Ascensus in the marketplace. Maintains a strong knowledge of key competitors with the ability to highlight our unique advantages. Engages with Institutional Partners to ensure, where appropriate, their products and solutions are ably represented alongside our own. Ability to assume Product Owner role for our Defined Benefit / Cash Balance Funding product offered exclusively with our TPA partners to ensure the ongoing viability of this offering and others as opportunities arise in the future. Participates in evaluation of and development of TPA relationships and coordinate appropriate communication strategy. 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. Core Values of People Matter, Quality First and Integrity Always are visible in actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned. Regular, reliable and punctual attendance. Requirements: Minimum 10 years’ strategic business development experience in the retirement plan industry. Series 6 and 63 (or the ability to obtain within six months of employment). Strong, in-depth ERISA and plan design knowledge. Excellent written and oral communication skills. Comfortable presenting publicly as well as one-on-one. Proven successful distribution 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. The national average salary range for this role is $125,000 to $175,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range, however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit
careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com 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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