Head of Partner Solutions (Financial Services Industry)

About this role

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.   The Head of Partner Solutions is the executive growth leader for Ascensus Retirement's institutional and strategic partner business. This role is accountable for achieving specific partner-channel growth objectives, including sales generated through existing partners, retention, profitability, expansion of current institutional relationships, and development of new partner opportunities. Today, Ascensus budgets for partners to achieve defined sales targets; this leader will own the operating discipline, engagement model, and growth accountability required to help partners enable sales within their own products and through their own distribution models, while coordinating with the appropriate Ascensus teams when direct sales support is required. The role will establish Partner Solutions as a disciplined growth engine and enterprise force multiplier by deepening executive relationships, expanding share of wallet, increasing adoption of Retirement and broader Ascensus solutions, and helping institutional partners grow with Ascensus. This leader will build executive-level relationships with key decision makers across current and prospective partners, develop strategic partner plans, create rigor around engagement models and pipeline development, and work across product management, strategy, marketing, operations, technology, finance, Core Retirement sales, and other enterprise teams to maximize revenue growth, profitability, client value, and operating capabilities. This senior leadership role requires a strong track record of general management, strategic thinking, business development, financial acumen, executive relationship management, coaching and talent development, sound judgment, and the ability to balance client needs, contractual commitments, growth opportunities, and organizational capabilities to deliver an outstanding partner and client experience.

NOTE: There is only one position. Preference is candidate to be located Hybrid to Needham, MA or Dresher, PA office. Will consider remote candidates outside of these areas, preferably East Coast.

Responsibilities: Oversee the relationship management, retention, growth, and business development strategy for all institutional and strategic partners within the retirement division; be accountable for partner-channel sales goals, partner retention, revenue growth, profitability, share-of-wallet expansion, client satisfaction, and new partner acquisition; maintain frequent executive-level client and prospect interaction to serve as the voice of the customer and the market on the retirement leadership team; establish a disciplined partner engagement model, strategic account planning process, and growth cadence for the relationship management team; identify, cultivate, and help win new institutional partner relationships; participate in industry conferences and roundtables to stay abreast of key trends impacting clients and prospects; serve as executive sponsor for key partners; and maintain profit and loss (P&L) accountability for all institutional partners and key client relationships. • Maximize the performance of the relationship management team by embedding a culture of proactive business ownership, including clear growth goals, coaching and development, exposure to relationship management and business development best practices, and periodic evaluation of the organization to ensure the optimal structure for achieving business goals. • Formulate and oversee execution of annual strategic partner plans for institutional and strategic partners, with measurable objectives for sales enablement, partner-channel growth, retention, profitability, share-of-wallet expansion, cross-sell and solution opportunities, and delivery of an outstanding client and partner experience. • Hold the organization accountable for achieving budgeted partner sales targets by enabling partners to grow within their own products and distribution models, strengthening partner sales readiness, identifying barriers to growth, coordinating Ascensus resources, and ensuring clear ownership of partner-specific growth plans. • Serve as the enterprise relationship leader for key institutional partners by coordinating engagement across Retirement and other Ascensus businesses, identifying opportunities to deepen relationships, broaden solution adoption, and create mutually beneficial growth opportunities. Act as a force multiplier by helping connect partners to the full breadth of Ascensus capabilities where appropriate. • Lead the identification, cultivation, pursuit, and acquisition of new institutional partner relationships while developing growth strategies for existing partners. Build executive-level relationships, uncover enterprise-wide opportunities, coordinate resources across Ascensus, and drive commercial outcomes that increase revenue, retention, and long-term strategic value. • Work across Ascensus leadership teams to identify and execute growth opportunities that increase market share, strengthen partner relationships, expand adoption of Retirement and enterprise solutions, and maximize the long-term strategic and commercial value of institutional partnerships. • Represent Ascensus Retirement Services industry-wide at relevant events and conferences, continuing to elevate the organization's external profile as a thought leader and innovator. • Monitor client feedback closely to anticipate changes in needs and expectations. Proactively identify issues and restructure relationships to mitigate potential future risk. • Implement and manage a comprehensive growth scorecard, including partner-channel sales performance versus budget, net growth, new partner pipeline, existing partner expansion, retention, profitability, share-of-wallet expansion, enterprise

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