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VP – Institutional Business Development – Retirement Industry

VP – Institutional Business Development – Retirement Industry

CompanyAscensus
LocationBoston, MA, USA, Dallas, TX, USA, Philadelphia, PA, USA, Atlanta, GA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelExpert 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

    No preferred qualifications provided.