Institutional Relationship Manager, Government Savings

About the Role

Ascensus is seeking an enthusiastic Institutional Relationship Manager (Field Representative) to support the ISave 529 College Savings Plan in Iowa. You will be responsible for developing outreach strategies, growing program awareness, educating employers and community groups, and promoting plan participation through both in-person and virtual engagement.

This client-facing role requires excellent communication and relationship-building skills, along with strong knowledge of 529 plans or similar financial products.

Key Responsibilities

Strategy & Outreach

• Develop and execute outreach strategies to promote the ISave 529 Plan

• Deliver presentations and conduct seminars for employers, schools, and community groups

• Engage in event marketing: expos, conferences, community fairs, etc.

• Use storytelling and local success examples to support promotion

• Manage your territory and track KPIs like account growth, contributions, and payroll participation

Internal Collaboration

• Work closely with the Relationship Manager and Director to align with client and board goals

• Coordinate with Marketing, Legal, and Compliance teams on materials and campaigns

• Collaborate across departments to ensure client satisfaction and plan growth

• Support cross-functional sales strategy with focus on key inflow indicators and workplace adoption

External Engagement

• Act as a trusted representative of Ascensus and the ISave 529 Plan within the community

• Build and maintain relationships with employers, financial professionals, community groups, and state agencies

• Assist stakeholders in understanding the plan’s benefits, registration process, and payroll integration

• Represent the plan professionally to state boards and government entities

• Track impact and report outreach metrics to clients and leadership

Industry Expertise & Project Work

• Maintain deep product knowledge of 529 plans, ABLE programs, and SFRPs

• Stay updated on relevant laws and regulations

• Attend industry conferences and represent Ascensus as needed

• Collaborate on marketing material development and plan improvement projects

• Use technology and CRM tools to track and report engagement metrics

Required Qualifications

• Bachelor’s degree

• 3–5 years of experience in financial services, sales, marketing, or client service

• Series 6 or 7 and 63 licenses preferred, or ability to obtain within 90 days

• Strong oral and written communication and presentation skills

• Knowledge or experience with 529 plans, ABLE programs, or employer retirement plans

• Relationship-first approach with client-facing experience

• Proficient with Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)

• Comfortable working independently from home and while traveling

• Ability to manage a territory, set goals, and execute outreach strategy

• Must have high-speed internet (25 Mbps or better) and a distraction-free home workspace

Work Environment & Travel

• Remote role (Iowa-based preferred)

• Travel required 25–50% within the region, with some nights/weekends

• Must have a valid driver’s license and reliable transportation

Our Commitment to You

• Equal Opportunity Employer: We value diversity and inclusion at every level

• Security Warning: We never ask candidates for payment or require you to purchase equipment. All emails come from @ascensus.com or @futureplan.com

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