Job Details

**Position** **Purpose:**

The Institutional Relationship Manager will be responsible for conducting 529 education savings seminars and outreach to Nevada (Reno) community groups, nonprofits, local organizations, employers and other entities as identified on behalf of FuturePath 529 Plan.

**Essential Duties and Responsibilities:**

Presentations to Prospective Participants

Conduct workshops and deliver presentations on the FuturePath 529 Plan to a variety of audiences with varying income levels, lifestyles, and backgrounds.

Attend benefit fairs and events, maintain information booths and distribute information

Source and develop leads with employers, community groups and local organizations

**Develop Client Relationships**

Develop relationships with key elected officials

Develop relationships with proponents of financial literacy in the community,

specifically, the Washoe County and Reno, NV. urban cores

Assist the Director and RM in the relationship with Plan Sponsor where applicable

Represent Ascensus College Savings and the FuturePath 529 Plan in the community to

the highest standard

**Promotion of Payroll Direct Deposit with Employers**

Present to and meet with employers to explain and promote the benefits of payroll

deduction

Source and develop leads with HR/payroll/key benefit decision makers

Coordinate with Client Services for implementation of service

**Project Work**

Work with Marketing to develop communication/marketing materials

Determine what events to attend and activities to engage in to maintain an active calendar within annual budget limits

Track and report on events, activities and key relationships

**Work with State Treasurers Office**

Work closely with the Treasurers office and communicate regularly

Attend quarterly Board of Directors meetings and report on activity

Attend bi-weekly status calls with Treasurers Office and Ascensus team

**Industry Expert**

Develop a strong working knowledge of 529 plan rules and guidelines

Stay abreast of changes to applicable laws and rules

Maintain Series 6 or 7 and 63 or 66 licenses

**Core Values**

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.

The I-Client philosophy and the 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.

**Minimum Requirements:**

The position will be home-based, in the Reno, NV metropolitan area; however, occasional evening, weekend and overnight travel throughout the State is required.

Bachelors degree

2-4 years financial services experience in sales, marketing or client service phone support

Excellent organization, communication and presentation skills

Proven experience presenting to large groups of people

Professional training experience

Sales or client management experience

529 industry experience

Ability to work independently; primary worksite is home based and travel throughout the State of Nevada is required

Willing to work some nights and weekends

Willing to travel overnight as required (average twice a month, 1-2 nights per visit)

Current Series 6 or 7 and 63 or 66 licenses preferred

Proficient in all MS Office applications

_Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website._

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (Protected Status).