Institutional Relationship Manager, Government Savings

The Institutional Relationship Manager (Field Rep) could be responsible for the outreach supporting one or more Government Savings division lines of business, which includes, the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan. This specific outreach role is assigned to the ISave (Direct) 529 Plan in Iowa. Job duties may include conducting 529 college savings seminars and outreach to employers, community groups and other local organizations on behalf of their respective 529 plans. And or be responsible for engaging with employers to educate them on their respective SFRP plan and assisting them with the registration and facilitation of the program. Supporting an advisor plan, the position would function as an external wholesaler to support the growth and awareness of the plan by working with and developing relations with key financial intermediaries throughout the assigned territory. Financial intermediaries include but are not limited to, Broker/Dealers, National & Regional Banks, Independent Advisors and Registered Investment Advisors. Responsibilities also include assisting the end-user clients to understand the importance of saving and the benefits of the respective program. Each role would require day-to-management of the assigned territory and driving marketing campaigns for those plans. Section 2: Job Functions, Essential Duties and Responsibilities STRATEGY AND OUTREACH Develop and delivery of an effective outreach strategy to support plan and territory. Conduct educational workshops and deliver a balance of in-person and virtual presentations. Partner with key stakeholder groups to provide information / training and garner support. Identify and develop success stories for use in program promotion and outreach. Raise awareness via tabling at various expos, conferences, fairs, and networking events. Adhere to internal standards of outreach policy, procedures, objectives, and budget. Provide strategic planning for growth and track relevant statistical data to demonstrate impact. Ensure compliance and product expertise in all interactions. INTERNAL PARTNERS Work with Relationship Manager to understand any client, State or Board considerations. Coordinate with Marketing on any promotional or PR related initiatives. Coordinate with Legal and Compliance to ensure adherence to all guidelines. Serve as the local point of contact and trusted member of Relationship Management team. Work with the team Director to understand and implement best practices. Work closely with other team members and actively participate in team meetings. Demonstrate ownership of plan goals, growth, engagement, and sales performance. Work closely with the team to create and implement a successful sales strategy. Sales strategy will revolve around overall plan growth, which includes overall contributions or sales, overall account generation, and key inflow indicators such as payroll. Present to and meet with employers to explain and promote the benefits of payroll direct deposit, positioning and supporting our plans as a workplace voluntary benefit. Solidify relationships, generate new business, create opportunities to elevate the Plan to the financial intermediary channel. Manage administrative responsibilities according to company policies involving travel and expenses, CRM updates, calendars and schedules, conference call participation, email retention, organization, and continuing education. EXTERNAL PARTNERS Represent Ascensus and Plan in the community to the highest standard. Help build and maintain a strong relationship between Ascensus and our clients. Source and develop leads with employers, community groups and local organizations. Develop relationships with proponents of financial literacy in the community. Develop relationships with key elected officials and state government agencies. Serve as the key point of contact to our clients, including but not limited to, State, Board, Broker Dealers, or other financial intermediaries. Assist our clients in raising awareness and enhancing the education and usage of our Government Savings programs. Partner with clients to ensure goals and outreach efforts are clear and well calibrated, with a detailed understanding of any unique needs. Demonstrate an effective impact of all outreach efforts via annual recap or as required. Resolve problems and address in a productive way to improve future functionality. Highlight success stories to demonstrate successful program promotion and outreach. Provide data to key clients on, but not limited to, growth, sales trends, industry trends, key firm performance indicators, etc. Work closely with the Director and Relationship Manager to understand the Board goals for the plan and help them execute initiatives to drive awareness and enrollment.