Business Development Director

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Enhance and strengthen Ascensus's connections with Third Party Administrators (TPAs)

• Partner with local sales teams and operational units to identify, nurture, and grow TPA relationships within a designated territory

• Establish Ascensus as the preferred recordkeeper for plans managed by TPAs

• Create territory strategies and prioritize target TPAs based on market potential, current relationships, and opportunities for growth

• Develop and sustain trust-based relationships with sales representatives, TPA principals, owners, and key personnel

• Provide training for sales representatives as necessary to position Ascensus as a TPA-friendly recordkeeper

• Showcase Ascensus's value proposition, service model, and technological platform to TPAs

• Set joint marketing and sales objectives with strategic TPA partners

• Create and monitor co-branded marketing initiatives, campaigns, and referral programs

• Track performance against shared goals and modify plans as required

• Act as an escalation point and advocate for TPA relationships

• Collaborate with internal service, operations, and relationship management teams to meet TPA requirements

• Offer ongoing education regarding platform updates, service improvements, and available resources

• Represent Ascensus at national and regional industry conferences, including ASPPA and NIPA events

• Assist in executing national programs to enhance TPA engagement

• Maintain precise records of TPA relationships, activities, and pipeline data in the CRM

• Report on territory advancements, partner engagement, and joint goal achievements to sales leadership

• Share market intelligence and competitive insights with internal stakeholders

⛳️ Requirements

• Bachelor’s degree or equivalent experience is preferred

• Over 5 years of experience in the retirement plan sector, preferably with exposure to TPAs, recordkeeping, or plan administration

• Strong knowledge of the roles that TPAs, recordkeepers, and advisors play in employer-sponsored retirement plans

• Proven track record in relationship management or business development

• Exceptional presentation, communication, and interpersonal abilities

• Self-driven and comfortable working autonomously in a field-based position

• Willingness and capability to travel 25–50%, including overnight and multi-day trips for conferences

• FINRA Series 6 and Series 63 licenses are required

• ASPPA or NIPA professional designations are a plus

🏝️ Benefits

• Travel with assigned sales representatives 25–50% of the time to facilitate in-person TPA meetings and presentations

• Opportunities for professional development/designations: ASPPA or NIPA professional designations are a plus