Director, 529 Relationship Management

Overview of Position:

 

Upromise Investments, Inc. provides 529 college savings plan management and administration services to State partners and investment management firms.  Upromise Investments administers over $10 billion in state-sponsored 529 college savings plan assets in partnership with The Vanguard Group and other investment managers. Upromise Investments is the broker-dealer subsidiary of Upromise, Inc., which offers the free Upromise rewards service to families nationwide.  To date, over 7 million families have enrolled in the Upromise service, which provides savings back for college on families? everyday purchases with hundreds of America?s leading companies.  Upromise savings can be automatically transferred to 529 plans administered by Upromise Investments in order to supplement families? own investments. 

 

The Director of 529 Relationship Management will be responsible for managing an expanding set of state government and investment management client relationships. 

 

Responsibilities will include:

 

? Overall responsibility for day-to-day client relationship management for state partner(s)

? Developing and managing to an annual plan for each State partner, including identification of client priorities and goals for the year

? Working with state clients to define services and prioritize requests

? Working with internal marketing, development, operations, and legal teams to deliver on client requests, in coordination with investment management partners 

? Development and delivery of quarterly and annual performance reviews with clients

? Coordination with Upromise rewards marketing teams on cross-promotional marketing and PR initiatives

? Development of targeted marketing campaigns

? Annual budget planning

? Overall product management

 

Qualifications:

? 7+ years experience in financial services client management managing and developing strategic business relationships

? Bachelors degree required, MBA a plus

? Great cooperative leadership skills for cross team and cross departmental coordination and facilitation 

? Excellent interpersonal skills and a team orientation

? Detailed investment product knowledge preferred

? Integrated Marketing and Public Relations experience required

? Management experience preferred

? 529 or 401(k) client management experience highly desired

? Sales and business development experience a plus

? Some travel required