Revenue growth and retention are key measures of success in this role. Successful candidate will have a proven track record for taking a consultative approach in creating tailored solutions to meet the needs of the institutional retirement market.
Partner with the senior leadership team to create and implement a strategy for accelerated growth of institutional outsourcing arrangements.
Contribute to the establishment of the annual strategic institutional sales plan, aligning resources across the organization to achieve top-line revenue and profit objectives.
Help to establish concise go-to-market strategy and narrative across multiple opportunity fronts, including traditional full-service outsourcing, BPO/IPO, ASP-type model, IRA/micro-plan, regional bank and digital platforms.
Collaborate with President of Retirement, Head of Distribution, and finance to set overall pricing strategy across new and existing business.
Act as a lead industry influencer with prospects, partners, internal team members and other centers of influence.
Contribute to the development and tracking of pipeline opportunities, as well as the marketing plan associated with institutional outsourcing opportunities
Foster senior level relationships with key channels and institutional clients to drive new growth and ensure Ascensus fulfills its obligations to its existing client base
Coordinate with the Product team and lead the ideation, vetting, development, and prioritization of systems and product enhancements to expand opportunity set.
Leadership of cross-functional deal team consisting of dedicated and matrix resources in pursuit of new business opportunities.
Maintain a strong knowledge of key competitors with the ability to highlight our unique advantages and develop central repository for competitive and market intelligence.
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.
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.
Assist with other tasks and projects as assigned
15+ years of relevant industry experience with demonstrated institutional sales success.
Domain expertise in retirement markets, with understanding of products/solutions, distribution/service models, key competitors, and centers of influence.
Demonstrated experience in strategic development, including the creation of new business models in support of organic growth.
Ability to thrive in a fast-paced, unsupervised environment.
Exceptional communication and interpersonal skills.
Experience enhancing relationships with clients, advisors, and industry influencers.
Success leading complex programs/projects.
Ability to drive change within the organization.
Intuitive understanding of the impact on clients and the client relationship; strong external focus.
Strong collaboration skills, which lead to the ability to identify meaningful new opportunities and to demonstrate joint accountability for organizational success with peers.
Bachelor's degree required; MBA preferred.
Travel required; primary office location in Dresher, PA – flexible on location.