Ascensus
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
Retirement plan services • Education savings • ABLE accounts
Relationship Manager - Non-Qualified 409A
4 days ago
Ascensus
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
Retirement plan services • Education savings • ABLE accounts
📋 Description
• The Non-Qualified Senior Relationship Manager manages multiple large and complex accounts, some of which are across multiple business lines. • This position partners with sales to formulate strategy on new business opportunities and actively participates in all stages of the finalist process to position Newport as the clients’ provider of choice.
🎯 Requirements
• 10+ years of retirement industry experience with 5-7 years direct experience in client relationship management or equivalent combination of education and experience. • 5+ years of 409A experience • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. • Ability to write reports, business correspondence, and procedure manuals. • Ability to effectively present information and respond to questions from all levels of management, clients, customers, and the public. • Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs.
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