
5001 - 10000 employees
Founded 2000
💼 Consulting
🛡️ Insurance
💸 Finance
💰 Secondary Market on 2019-02
Consulting • Insurance • Finance
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
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5001 - 10000 employees
Founded 2000
💼 Consulting
🛡️ Insurance
💸 Finance
💰 Secondary Market on 2019-02
Consulting • Insurance • Finance
Ascensus is a company that values its people and emphasizes a culture guided by principles such as integrity, quality, and a commitment to high standards. It provides administrative and recordkeeping services, focusing on helping individuals achieve financially secure retirements and ensuring quality education for children. Ascensus is dedicated to diversity, inclusion, and providing equal opportunities, making it a rewarding place to work. The company also offers a wide range of benefits to its employees, including student loan refinancing and healthy living programs.
• Grow and deepen Ascensus's relationships with Third Party Administrators (TPAs) • Collaborate with local sales representatives and operations units to identify, cultivate, and expand TPA relationships within an assigned territory • Position Ascensus as a recordkeeper of choice for plans administered by TPAs • Design local territory strategy and prioritize target TPAs based on market opportunity, existing relationships, and growth potential • Build and maintain trust-based relationships with sales representatives, TPA principals, owners, and key staff • Train sales representatives as needed to position Ascensus as a TPA-friendly recordkeeper • Present Ascensus's value proposition, service model, and technology platform to TPAs • Establish joint marketing and sales goals with strategic TPA partners • Develop and track co-branded marketing initiatives, campaigns, and referral programs • Monitor performance against joint goals and adjust plans as needed • Serve as an escalation point and relationship advocate for TPAs • Coordinate with internal service, operations, and relationship management teams to address TPA needs • Provide ongoing education on platform updates, service enhancements, and available tools • Represent Ascensus at national and regional industry conferences, including ASPPA and NIPA events • Support and execute national programs strengthening TPA engagement • Maintain accurate TPA relationship, activity, and pipeline records in the CRM • Report territory progress, partner engagement, and joint goal performance to sales leadership • Share market intelligence and competitive insights with internal stakeholders
• Bachelor's degree or equivalent experience preferred • 5+ years of experience in the retirement plan industry, ideally with exposure to TPAs, recordkeeping, or plan administration • Strong understanding of the roles TPAs, recordkeepers, and advisors play in employer-sponsored retirement plans • Proven relationship management or business development track record • Excellent presentation, communication, and interpersonal skills • Self-motivated and comfortable working independently in a field-based role • Willingness and ability to travel 25–50%, including overnight and multi-day trips for conferences • FINRA Series 6 and Series 63 licenses required • ASPPA or NIPA professional designations a plus
• Travel with assigned sales representatives 25–50% of the time to support in-person TPA meetings and presentations • Professional development/designations: ASPPA or NIPA professional designations a plus
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