ascensusNew York, NY
Strategic Client & Advisor Relations Lead
Strategic Client & Advisor Relations Lead
Strategic Client & Advisor Relations Lead
ascensusNew York, NY
yesterday
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSales Managers
Administrative Management and General Management Consulting ServicesOther Management Consulting ServicesPortfolio Management and Investment Advice
Apply for this role (opens in a new tab)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
Also on the board Same function, level within a rung
Level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Administrative Management and General Management Consulting Services
Posted
yesterday