Ascensus · 2 days ago
Strategic Business Consultant, Retirement Sales
Charlotte, NC
Full-time
Hybrid
Senior Level
7+ years expAscensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The Strategic Business Consultant will serve as the focal point for advisors and TPAs within the Elite Program, focusing on relationship management, proactive consultation, and organic growth of existing business.
ConsultingRetirementTraining
Responsibilities
Foster lasting relationships and promote organic growth with elite firms through value-added strategic analyses and execution of consultative solutions to further Ascensus’ reputation as a premier provider of retirement plan services
Review existing book of business to identify opportunities to enhance the participant, plan sponsor and advisor experience; and to position products and services to optimize plan performance, adding value for advisors and generating revenue for the business
Maintain proficiency with multiple partner products and Ascensus’ proprietary products to effectively manage elite relationships across these platforms
Provide proactive communication on new platform rollouts and enhancements, providing training for elite firms as appropriate
Consistently demonstrate a superior level of proactive client focus and teamwork. Leverage industry knowledge to promote key intermediary satisfaction, leading to client retention and organic growth
Collaborate regularly with Sales Colleagues to gain alignment on strategies to grow share of wallet with elite firms
Act as an advocate for elite firms and their clients by coordinating with colleagues in sales, product, operations, service and marketing to guide the evolution of our offerings
Delivery of customized book of business reporting to create efficiencies for your advisors
Lead and/or participate in projects and initiatives related to the creation of additional value for existing relationships
Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function
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 clients
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture
Qualification
Required
Deep knowledge of the retirement plan industry
Demonstrated ability to build and manage relationships
Ability to work independently as required, but also work within and contribute to maintaining a highly cohesive team environment
Excellent analytical and problem-solving skills
Ability to produce high quality work within tight time constraints
Ability to make sound business judgments while effectively balancing client needs and organizational considerations
Excellent written and oral communication skills, including group presentation experience
Proficiency with Microsoft Office products including Excel, Word and PowerPoint
Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
Ability to travel as required
Highly organized with the ability to effectively prioritize key issues and deliverables
Preferred
7+ years' experience preferred
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2025-10-09
Crowdfund Insider
2025-09-17
2025-09-17
Company data provided by crunchbase