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Institutional Relationship Manager
Ascensus Inc
Albany, NY, United States
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The Institutional Relationship Manager will be responsible for conducting 529 college savings seminars and outreach to New York employers, community groups, and other local organizations on behalf of NY’s 529 College Savings Program Direct Plan. The position will be home-based, ideally in the NY Capital Region or Hudson Valley; however, occasional PM, weekend and overnight travel throughout the State is required. The position requires excellent presentation and organization skills, a Bachelor’s Level Degree and a Series 6 or 7 securities license.
Essential Duties and Responsibilities:
• Presentations to Perspective Participants
a. Conduct workshops and deliver presentations on NY’s 529 Plan
b. Attend benefit fairs and events, maintain information booths and distribute information
c. Source and develop leads with employers, community groups and local organizations
• Develop Client Relationships
a. Develop relationships with key elected officials and state government agencies
b. Develop relationships with proponents of financial literacy in the community
c. Assist the Director and RM in the relationship with Plan Sponsor where applicable
d. Represent Ascensus College Savings and the NY 529 Plan in the community to
the highest standard
• Promotion of Payroll Deduction with Employers
a. Present to and meet with employers to explain and promote the benefits of payroll
deduction
b. Source and develop leads with HR/payroll/key benefit decision makers
c. Coordinate with Client Services for implementation of service
• Project Work
a. Work with Marketing to develop communication/marketing materials
b. Determine what events to attend and activities to engage in to maintain an active calendar within annual budget limits
c. Track and report on events, activities and key relationships
• Industry Expert
a. Develop a strong working knowledge of 529 plan rules and guidelines
b. Stay abreast of changes to applicable laws and rules
c. Maintain Series 6 or 7 and 63 or 66 licenses
• Core Values
a. 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.
b. The I-Client philosophy and the 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.
Minimum Requirements:
• Bachelor’s degree
• 2-4 years financial services experience in sales, marketing or client service phone support
• Excellent organization, communication and presentation skills
• Experience presenting to large groups of people
• Professional training experience
• Sales or client management experience
• 529 industry experience
• Work independently
• Work from home and travel throughout the State of New York
• Willing to work some nights and weekends
• Willing to travel overnight as required (average twice a month, 1-2 nights per visit)
• Current Series 6 or 7 and 63 or 66 licenses
• Bilingual in Spanish is a plus
• Proficient in all MS Office applications
Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws