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Institutional Relationship Manager

Remote:

Full Remote

Experience:

Entry-level / graduate

Work from:

Nevada (USA), United States

Offer summary

Qualifications:

Bachelor’s degree, 2-4 years financial services experience.

Key responsabilities:

Conduct 529 education savings seminars
Develop client relationships with key officials and community members

Ascensus Financial Services XLarge https://www.ascensus.com/

5001 - 10000 Employees

See more Ascensus offers

Job description

Position Purpose:

The Institutional Relationship Manager will be responsible for conducting 529 education savings seminars and outreach to Nevada (Reno) community groups, nonprofits, local organizations, employers and other entities as identified on behalf of FuturePath 529 Plan.

Essential Duties and Responsibilities:

Presentations to Prospective Participants

Conduct workshops and deliver presentations on the FuturePath 529 Plan to a variety of audiences with varying income levels, lifestyles, and backgrounds.
Attend benefit fairs and events, maintain information booths and distribute information
Source and develop leads with employers, community groups and local organizations

Develop Client Relationships

Develop relationships with key elected officials
Develop relationships with proponents of financial literacy in the community,
specifically, the Washoe County and Reno, NV. urban cores
Assist the Director and RM in the relationship with Plan Sponsor where applicable
Represent Ascensus College Savings and the FuturePath 529 Plan in the community to
the highest standard

Promotion of Payroll Direct Deposit with Employers

Present to and meet with employers to explain and promote the benefits of payroll
deduction
Source and develop leads with HR/payroll/key benefit decision makers
Coordinate with Client Services for implementation of service

Project Work

Work with Marketing to develop communication/marketing materials
Determine what events to attend and activities to engage in to maintain an active calendar within annual budget limits
Track and report on events, activities and key relationships

Work with State Treasurer’s Office

Work closely with the Treasurer’s office and communicate regularly
Attend quarterly Board of Directors meetings and report on activity
Attend bi-weekly status calls with Treasurer’s Office and Ascensus team

Industry Expert

Develop a strong working knowledge of 529 plan rules and guidelines
Stay abreast of changes to applicable laws and rules
Maintain Series 6 or 7 and 63 or 66 licenses

Core Values

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.
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:

The position will be home-based, in the Reno, NV metropolitan area; however, occasional evening, weekend and overnight travel throughout the State is required.

Bachelor’s degree
2-4 years financial services experience in sales, marketing or client service phone support
Excellent organization, communication and presentation skills
Proven experience presenting to large groups of people
Professional training experience
Sales or client management experience
529 industry experience
Ability to work independently; primary worksite is home based and travel throughout the State of Nevada is required
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 preferred
Proficient in all MS Office applications

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.