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**Job Description:**
The Institutional Relationship Manager will be responsible for engaging with employers throughout the state in order to educate them on the Illinois Secure Choice (SSRP) Program, and help them register for and facilitate the program. Working through the employers, the Institutional Relationship Manager will also help employees understand the benefits of the Illinois Secure Choice (SSRP) Program and saving for retirement. The position will be home-based; however, occasional evening and weekend (including overnight) travel throughout the designated region is required.
**Section 2: Job Functions and Responsibilities** Assist the Board in spreading awareness of Illinois Secure Choice (SSRP) Program throughout the state. - -Conduct regional information sessions for employers / employees
-Partner with employer groups, trade associations and non-profits to provide information training
- Help employers understand how to register and facilitate the program - Help employees understand the benefits of the program
-Identify and develop employer and employee success stories for use in program promotion.
Help build and maintain a strong relationship between Ascensus and the Board.
-Along with the Relationship Manager, represent Ascensus to the Board and other state entities in a highly professional and respectful manner
-Work closely with the Board to understand their goals for the program and help them execute initiatives to drive awareness and enrollment
-Attend Board meetings as directed by the Board and Relationship Manager
Become a state sponsored retirement program (SSRP) industry expert.
-Serve as an external and internal expert source of SSRP knowledge
-Stay abreast of changes to applicable laws and rules -
Attend and represent Illinois Secure Choice (SSRP) Program and Ascensus at industry conferences Lead and assist in project work as applicable.
-Work with Marketing to develop outreach communication/marketing materials - -Track and report on events, activities and key relationships
-Be mindful and creative in thinking of ways technology can assist the Board in their goals and in tracking success/impact of activities
Be a valued and trusted team player within the Institutional Relationship Management Team.
-Work with the team Director to understand and implement best practices
-Work with the Relationship Manager to understand client considerations and help build the relationship with the Board
-Work closely with other team members and actively participate in team meetings
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.
Responsible for protecting, securing, and properly handling 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.
**Section 3: Experience, Skills, Knowledge Requirements**
3-5 years experience in financial services experience in sales marketing or client services
Experience or knowledge of retail IRA products
FINRA Series 6 or 7 and 63 licenses
Excellent cooperative leadership skills Excellent interpersonal skills and a team orientation
Excellent client services experience
Moderate travel required (up to 25%)
Bilingual in Spanish is a plus
Work from home independently
Willing to work some nights and weekends
Willing to travel throughout the state and overnight as required
We are proud to be an EEO employer M/F/D/V.
_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 validity of a job posting, we strongly encourage you to apply directly through our website._
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).
Full Time
$87k-116k (estimate)
06/22/2024
07/11/2024
ascensus.com
ENCINO, CA
500 - 1,000
1980
DANIEL KRAUITZ
$500M - $1B
Investment Management
Ascensus helps millions of people save for what mattersretirement, education, and healthcare. Were also one of the savings plan industrys leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
The following is the career advancement route for Institutional Relationship Manager positions, which can be used as a reference in future career path planning. As an Institutional Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Institutional Relationship Manager. You can explore the career advancement for an Institutional Relationship Manager below and select your interested title to get hiring information.