This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately.

Builds and maintains relationships as point of contact for assigned key relationships for qualified defined contribution retirement plans utilizing our Record-keeping platform; resolves team escalations, documents procedures and identifies areas for process improvement. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Responsible for regional strategy, results, actuarial consulting, and coordination of the business development and relationship management activities associated with the southeast Defined Benefit practice.