Institutional Relationship Manager
CurrentRepresenting Future Path 529 Plan and NVigate, NV State Treasurer’s College Savings Division, I...~ Build and nurture strong, collaborative relationships between Ascensus, JP Morgan, & NV State Treasurer's Office.~ Cultivate ongoing relationships with employers, community organizations, and potential account owners to ensure growth of the Future Path 529 Plan.~ Collaborate with marketing and data teams to strategically boost awareness and overall reach to grow the plan.~ Conduct 529 education savings and financial literacy seminars and outreach to state employers, community groups, and other local agencies.~Serve as a trusted subject matter expert to potential and current account owners and to my state partner, the NV State Treasurer's Office~ Develop and maintain relationships with proponents of financial literacy in the community, elected officials and state agencies.~Source and develop leads with HR/payroll/key benefits decision-makers, identifying opportunities to bring education savings awareness to employees.~Present and promote the benefits of utilizing the 529 as a workplace voluntary benefit.