Senior Relationship Manager, Newport - Charlotte, United States - Ascensus

Description

Plan Sponsor Relationships

· Build strong trust-based relationships to make plan sponsor relationships as strong and successful as possible

o Proactive vs. reactive

o Quick resolution of issues and concerns

· Work upstream to get to C-suite involvement with decision makers (not just day-to-day contacts)

· Obtain clear understanding of client goals

o Understand the stakeholders, corporate structure, business drivers, and overall industry

· Responsible for client retention and overall satisfaction with Newport

o Manage RFI / RFP process, if applicable, to ensure competitive fees and "stickiness" of the relationship

o Clearly communicates and positions the Newport story

o Client satisfaction survey / Net Promoter Score (NPS)

· Participation in quarterly Committee meetings (in-person when possible)

o Plan Health Report

o New and upcoming legislation

o Company updates

o Product updates

· Presentation of annual business plan

· Coordination of employee education

o Identify specific education goals of the sponsor

· Lead plan design discussions / benchmarking trends to ensure plan is running efficiently and adequately preparing participants for retirement readiness

o Ex. PLANSPONSOR survey data presentation

· Generate additional revenue through additional services and / or cross-selling of products

o Ex. 529 plans, HSAs, promote ERISA consulting / compensation consulting team capabilities

o Increasing plan participation / automatic enrollment

o Creating efficiencies through 3(16)

· Develop and implement strategies to increase plan sponsor satisfaction

o Participant education campaigns – specific goal to increase participation

o Merger / acquisition / plan design with ERISA consulting team

· Invoice / fee reviews and benchmarking as needed

Advisor Relationships

· Build strong trust-based relationships to make advisor relationships as strong and successful as possible

o Proactive vs. reactive

· Assist with preparation for quarterly Committee meetings

· Ensure advisor satisfaction with entire Newport relationship not just individually assigned plans

o One plan can affect the entire relationship

· Manage relationships with the understanding that each advisor has unique priorities, goals and expectations

Newport / Ascensus Relationships

· Collaborate with internal partners to build strong relationships and facilitate quick resolutions to issues

o Understanding internal processes and escalation points

o Suggest process enhancements where needed

· Identify, track, and communicate issues and risks to senior executives / leadership

o CRM at-risk case management

Preferred (but not required) education or skills for this role are

• Bachelor's degree in Business Administration from an accredited four-year college or university
• Industry licensing (series 6, series 63, etc.)

Competencies

• Analytical
• Detail oriented
• Relationship building
• Written and verbal communication skills
• Team Player
• adaptable
• resilient
• problem solver
• critical thinking
• influence

TRAVEL: Up to 25%.

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Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").