VP – Institutional Business Development – Retirement Industry
Company | Ascensus |
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Location | Boston, MA, USA, Dallas, TX, USA, Philadelphia, PA, USA, Atlanta, GA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Expert or higher |
Requirements
- Bachelor’s Degree or equivalent experience
- Minimum 10 years of experience in the retirement plan industry
- Proven successful sales experience of retirement plan recordkeeping and administrative services
- Ability to operate effectively in a fast-paced, unsupervised environment
- Strong, in-depth ERISA and retirement plan knowledge
- Excellent written and oral communication skills
Responsibilities
- Identify institutional prospects; qualify, evaluate and sell the potential opportunity to executive decision-makers at prospect organizations
- Develops and executes a plan for capitalizing on potential opportunities
- Helps potential partners with solutions to address their needs
- Ability to learn and clearly promote multiple platform/product solutions
- Collaborates with the institutional marketing team to promote selective and full outsourcing capabilities
- Tracks and reports on sales and marketing activities
- Leads and coordinates responses to RFPs and SDRs as needed
- Team-oriented, collaborative approach including partnering with executive leadership to formalize new institutional partnerships
- Demonstrated ability to work with a diverse set of business unit leaders, including but not limited to executive leadership within sales & operations, and all other stakeholders
- Develops trusted-partner relationships across the retirement plan industry ecosystem
- Attends company and industry conferences
- Strong knowledge of key competitors with the ability to highlight our competitive advantages without ‘negative selling’
- Understands marketplace trends, ensures Ascensus is appropriately positioned
- Driven to win: proactive and self-motivated
- Remains current on industry, technical and product knowledge
- Completes management reports, expense reports and other special tasks as requested
- Support and partner with the operations and product leaders to empower efficient processes to develop and deliver exceptional products and partner solutions
- Works under pressure in a fast-paced, dynamic environment with a high degree of urgency and accuracy
- 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 partners.
- Embody Ascensus Core Values of People Matter, Quality First and Integrity Always® on a day-to-day basis
- Other duties as assigned
Preferred Qualifications
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No preferred qualifications provided.