Advisor Success Manager

Who Are We Looking For?

The ASM will be part of the Partner Success team working across Financial Advisors, Plan Sponsors, and TPAs. This is an exciting opportunity to solve a wide range of complex challenges for Financial Advisors and be at the forefront of transformation in the retirement services and workplace savings industry.

The ASM acts as the advocate for our investment advisor partners and is responsible for shaping the overall opportunity with the advisor. This is a service minded individual who understands the industry domain, the advisors’ business challenges, and how to leverage the right elements of our platform combined with plan design. They help to “quarterback” any requests, pulling in the relevant parties necessary. 

What Will You Be Doing?

A key component of Vestwell’s mission to empower retirement savings is to make the process of setting up and running a plan easy and painless. As an Advisor Success Manager, you will play a key role in understanding the advisor relationship and goal and how those translate into a positive experience. Your objective will be to ensure that each Advisor serving a client through a Vestwell product offering has a value add that enriches their relationship with the client and is an integral part of their book of business... That’s the baseline. Your job also includes consistently providing leadership, deep expertise, and support to the rest of the team.

Day-to-Day, You May Also Be Expected To:

• Set the overall vision and strategic plan for your book of business, focusing on leading a positive advisor experience, driving growth and net retention improvements.
• Create a regular cadence of account contact with the assigned book of partner accounts, its stakeholders, and the executive team to drive strategic initiatives, and measure the value of the partnership.
• Provide product demos and understand the retirement plan record-keeping, administration, and technology inside & out 
• Manage & deliver on your KPIs
• Influence future lifetime value through higher product adoption, customer satisfaction, and overall advisor NPS scores
• Reduce churn and drive new business growth through greater advocacy and reference ability
• Manage client expectations to avoid any disconnects with process and timing standard
• Lead and/or attend scheduled conference calls to provide status and updates on remediation of any escalations or issues 
• Address escalated client issues with speed and urgency, orchestrating resources across the company as appropriate
• Conduct appropriate and timely follow up to ensure the highest level of service
• Posting interaction within our tooling to document updates to client accounts
• Work closely with the sales management and Regional VPs to align on strategies,  forecasting, coverage plans, and account opportunities (i.e., opportunities and risks)
• forecasting, coverage plans, and account opportunities (i.e., opportunities and risks)

Requirements

The Necessities:

• Team mentality and the ability to multitask while attending to team KPIs
• 3-5+ years in B2B sales or service, preferably in retirement, FinTech, wealth, or similar industry or defined contribution experience including Client Service, Plan Administration, Compliance, Plan Design, and/or Conversion experience for 401(k) and/or 403(b) plans. 
• Develop and maintain strong business partnerships with financial advisors & regional home office sales & service counterparts
• Intimate knowledge of how retirement plan advisors build, manage, and grow their practice
• Clear understanding and ability to articulate partnerships across multiple channels
• Consistent track record managing a book of business and exceeding revenue targets
• Strong attention to detail and a passion for creating a top-notch selling-through-service environment and processes
• Strong time management skills to ensure the timeliness of all proactive and reactive communications
• Ability to balance service with the technical aspects of the role. 

The Extras:

• Strong understanding of what a record-keeper, TPA, and 3(16) administrator does
• Experience selling retirement plan record-keeping and administration is a very, very strong plus
• Previous coverage of the small and emerging corporate retirement plan market
• Any FS certifications are a plus, eg: Series 7 and 66 or Series 65 from a registered investment advisor, CFA, Qualified 401(k) Administrator (QKA) credential, etc.

The expected salary range for this position is $80,000 - $90,000, plus variable. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.