Strategic Client & Advisor Relations Lead
ascensusNew York (NY)
Strategic Client & Advisor Relations Lead
Posted yesterday
ascensusNew York (NY)
SENIORITY
Senior
About the role
Ascensus is seeking a Relationship Manager to serve as the focal point for elite advisor plan clients and their financial advisors. You will manage relationships, provide consultative support, and coordinate with internal teams to ensure a successful service experience and plan retention. Responsibilities include proactive client focus, leveraging industry knowledge, developing education strategies with senior leaders, and cross-selling opportunities while maintaining data integrity and adhering
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
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Your notice period
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