Institutional Relationship Manager, Government Savings
2 days ago
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RemoteFull-timeMid
Summary
Ascensus is seeking an Institutional Relationship Manager, Government Savings to join their team in Iowa City, IA. The role involves outreach and support for Government Savings division lines of business, including the 529 and State Facilitated Retirement Program (SFRP) programs.
About the Role
As an Institutional Relationship Manager, you will be responsible for conducting outreach to increase participation in the ISave (Direct) 529 Plan in Iowa. Your duties will include conducting educational seminars, engaging with employers, and developing relationships with financial intermediaries. You will also manage marketing campaigns, track statistical data, and ensure compliance with internal standards.
About You
Required:
- Bachelor's degree is required.
- 3-5 years of financial services experience in sales, marketing, or client service.
- Excellent organization, communication, and presentation skills.
Preferred:
- Current Series 6 or 7 and 63 FINRA licenses.
- Experience with Direct or advisor sold 529 plans, ABLE programs, and Retail IRA products.
- Strong relationship building skills with a client-facing focus.
Benefits
- Home-based position with occasional travel required.
- Opportunity to work independently and manage your own territory.
Ascensus
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
Iowa City, IA