Vice President - Business Development, TPA Retirement Sales

6 days ago

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Logo of Ascensus

Ascensus

Retirement plan services • Education savings • ABLE accounts

5001 - 10000 employees

Founded 2000

💸 Finance

👥 HR Tech

💰 Secondary Market on 2019-02

Description

• Serves as the focal point for TPA partner relationships for Ascensus • Manages the assigned relationships both strategically and tactically to increase productivity and achieve stated sales goals • Maintains and expands TPA partner relationships according to 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 distribution partner’s objectives and creates beneficial solutions • Manages partner initiatives and product solution projects to completion to ensure products and services meet partner’s strategic needs for growth • Supports Business Development team members in building influential relationships to develop a collaborative environment to drive success with TPA partners • Partners with Business Development team, Sales leadership and Sales team to identify opportunities • Represents Ascensus at industry, advisor and thought leadership conferences to promote proficiency in chosen markets • Works closely and mentors Ascensus Strategic Business Consultant(s) assigned to TPA relationships • Manages travel, entertainment and partnership budgets • Discusses industry trends with all constituents • Monitors and engages in TPA trends at macro and firm levels • Provides training and support to TPA partners and sales teams • Monitors and ensures TPA materials are kept up-to-date • Maintains strong knowledge of key competitors and highlights unique advantages • Engages with Institutional Partners to ensure appropriate representation of products and solutions • Participates in evaluation and development of TPA relationships and coordinates appropriate communication strategies • Protects, secures, and properly handles all confidential data held by Ascensus

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

Benefits

• 401(k) match • Medical • Dental • Vision • Paid-Time-Off

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