Institutional Relationship Manager

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.