Skip to main content

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

Matching similar jobs

JOB OVERVIEW

Experience level

Senior

Location

New York, NY

Occupation

Personal Financial Advisors

Industry

Administrative Management and General Management Consulting Services

Posted

yesterday

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE (opens in a new tab)