Institutional Relationship Manager

Position Purpose: 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, in the NYC area; 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 Prospective 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

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

• 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

  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:

• 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

The national average salary range for this role is $75,000 - $90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. 

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.