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Ascensus Business Development VP - Pooled Plan Specialist in Boston, Massachusetts

Section 1: Position Summary

Facilitates growth of Pooled Plan sales through Financial Professionals, RIAs, Broker/Dealers, DCIO Firms, and HR Outsourcing Firms (PEOs, ASO, etc.), by consulting with field RVPs, Internal Sales, SBC and Business Development teams, and Sales Leadership to increase production through product knowledge, consultative/needs-based selling, as well as assisting Financial Professionals during the prospecting stage and attending sales calls as requested.

Section 2: Job Functions, Essential Duties and Responsibilities

  • Acts as a subject matter expert/consultant for Ascensus in pooled plan market

  • Manages and executes pooled plan strategic business plan in collaboration with leadership and pooled plan team

  • Develops a strong network of advisors, consultants, plan sponsors, and other third-party intermediaries that are focused on the retirement industry-- specifically pooled asset and multiple employer plans

  • Establishes and maintains productive, working relationships with Financial Professionals with the goal of earning their retirement plan business

  • Knowledgeably discusses industry trends with Broker Dealers, RIAs, DCIO Firms, Associations and Consultants and high-end DC focused Financial Professionals

  • Strong knowledge of key competitors with the ability to position our competitive advantages

  • Ability to learn multiple platform/product solutions; assist Financial Professionals with a needs “analysis” to ensure recommending the appropriate solution

  • Partners with field/internal sales (RVPs, ISCs, SBCs) to achieve sales goals in accordance with company objectives

  • Coordinates wholesaling efforts with Ascensus sales team to maximize coverage and effectiveness

  • Builds relationships and collaborates with internal leaders across organization to maximize efficient work process and continued evolution of pooled plan product offering

  • Participates in industry events and hosted sponsor events to increase Ascensus brand as pooled plan leader, innovator, and subject matter expert

  • Remains current on industry, technical and product knowledge.

  • Assists existing employers and Financial Professionals in the retention of current business (as needed)

  • Presents large seminars/webinars

  • Strong working relationships with DCIO firms in region to promote our solutions to Financial Professionals

  • Participates and leads Finals presentations

  • Completes management reports, expense reports and other special tasks as requested.

  • Other duties as assigned

  • Works in a fast-paced, dynamic environment with a high degree of urgency and accuracy

  • Works under pressure to meet strict due dates/timelines; may work overtime with limited advance notice.

  • Regular, reliable, and punctual attendance

  • Protects, secures, and properly handles 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® is visible in daily actions


  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • Minimum of 7 years’ experience in the retirement plan industry

  • Minimum of 3 years’ experience in a wholesaling or institutional sales role in the retirement plan industry with proven success record.

  • Proven successful sales experience of full service defined contribution recordkeeping and administrative services

  • Detailed knowledge of MEP, PEP, GoP, Exchange and other pooled solutions

  • Lives within the Eastern Region Territory

  • Critical Thinking

  • Creative

  • Strategic Thinker

  • Sound Decision Making

  • Skilled Communicator

  • Leadership Development

  • Detail Oriented

  • Team Player

  • Collaborator

  • Problem Solver

  • Analytical

  • Time Management

  • Influencer

  • Rapport Building

  • Attention to Detail

Preferred Education, Certificates, Licenses or Skills

  • Series 6 and 63 (or the ability to obtain within six months of employment)

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider . Note: For call center roles specifically , it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

We are proud to be an Equal Opportunity Employer