Ascensus Director, Government Savings - Relationship Management in Charlotte, North Carolina
Section 1: Position Summary
The Director, Relationship Management will manage an expanding set of critical state government client relationships. This role will be part of our Government Savings Relationship Management team with a focus on our Multi-State ABLE (Achieving Better Life Experience) partnership. They are accountable for deepening relationships with key decision makers and partners to drive growth through: comprehensive knowledge of the ABLE product and industry, thought leadership, and alignment with Ascensus’ best practices. They will be the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, and meeting the needs of our State Partners and ABLE Savers.
Section 2: Job Functions, Essential Duties and Responsibilities
The Director, Relationship Management leads all aspects of strategic relationship management for one or more 529/ABLE clients.
Develop and maintain relationships with State Treasurers, government staff, and key external partners to meet their 529/ABLE business goals.
Accountable for overall sales and marketing strategy.
Accountable for operational support.
Responsible for growing plans to generate more revenue, manage expenses and increase profitability.
Single point of contact for day-to-day client relationship management for several key state partners with ultimate accountability for overall client satisfaction of the 529/ABLE relationship, plan direction and associated deliverables.
Coordinate and oversee partner project requests.
Coordinate and oversee marketing plans.
Initiate problem resolution initiatives when necessary.
Ensure client satisfaction with Ascensus Government Savings and several key relationships through consistent informal and formal client contact. Continually strive to meet contractual commitments, service levels, client retention, satisfaction, and growth.
Participate in periodic board/client meetings.
Oversee service level agreements.
Be a thought leader and champion for partners.
Develop and manage to an annual plan and budget for each state and investment partner, including identification of client priorities and goals for each year. Regularly re-evaluate goals to tighten direction, objectives and initiative based on budget, market environment and results year-to-date.
Oversee the plan budget.
Ensure revenue is met while offering progressive opportunities to lower expense
Work with state, external clients and internal Ascensus partners to define services, prioritize requests, and negotiate contract amendments and renewals, when applicable. Oversee all provisions within partner contracts.
Manage and coordinate business requirements, implementation and launch of strategic initiatives, including product enhancements, new resources, and material product changes for both key partners and Ascensus, such as innovative tools, fund changes, website redesigns and conversions.
Work with external financial auditors to compile and consolidate annual audited financials to be reported and accounted for in the states’ CAFR on an annual basis.
Collaboration with internal marketing, implementation, reporting, development, operations, and legal teams to deliver on client requests, in coordination with investment management partners.
Compilation and reporting on plan metrics to all partners on a daily, weekly, monthly, and quarterly basis.
Manage analysis, development and delivery of quarterly and annual management reports and investment reviews with clients adhering to state/plan investment policies and Ascensus investment oversight procedures.
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.
Assist with other tasks and projects as assigned.
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.
Section 3: Experience, Skills, Knowledge Requirements
10+ years’ experience in financial services industry
5+ years managing and developing strategic business relationships
10+ years of 529 or 401(k) client management experience
FINRA Series 6 or 7 and 63 licenses
Other experience a plus but not required: Sales and business development experience
Excellent cooperative leadership skills
Excellent interpersonal skills and a team orientation
Excellent investment product and operations knowledge
Excellent client services experience
Extensive marketing and public relations experience
Moderate travel required (up to 25 percent)
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.
We are proud to be an Equal Opportunity Employer