Job Details
Description
Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.
This senior sales executive role leads teams in the assigned geography to deliver retirement education, advice, and financial wellness solutions to public sector employees. The position focuses on achieving sales and growth targets, partnering with organizational leaders to meet client retention, net flows, retirement plan sales, consolidations, client satisfaction, retail retirement, and strategic initiatives. It includes direct leadership of regional sales managers (RSMs) and indirect responsibility for Retirement Plan Specialists (RPS), all within a matrixed, partnership-based culture dedicated to serving the public sector workforce.
Requires residency in the East Coast
Essential Functions For This Role Include
- The position is responsible for overseeing the regional sales team in the assigned geography.
- Primary sales responsibilities include expanding cash flow and plan participation levels within current clients; acquiring new rolling assets; partnering and implementing new products and services among current customers; increasing enrollments and decreasing outflows with existing plan sponsors and delivering on client satisfaction metrics for plan sponsors and participants.
- Matrixed relationship and management responsibilities include the long-term retention of MSQ current clients; expanding the product and professional relationships with those customers; increasing assets under management and corporate revenues; and ensuring the development and maintenance of long-term and trusted relationships with current/ prospective clients, union and elected officials, and other stakeholders.
- The incumbent will personally work to ensure that teammates at all levels reflect MSQ’s commitment to diversity, equity and inclusion and hold all leaders accountable.
- Specific responsibilities include regularly monitoring sales activities and results; motivating successful sales leaders and RPS activities; ensuring broad customer and key-influencer relationship development; assist in the development, implementation, and monitoring of ongoing expansion and retention initiatives; and participate in case resolution as needed.
- The role will assist in the development of and monitoring of annual budget targets for the assigned geographic territory.
- Must collaborate and work closely with other MSQ departments such as Finance, Marketing, Client Experience and Technology, and Product Management & Development.
- The position will be located and operate out of a major business market for MSQ within the assigned geographic territory.
- This role requires frequent travel (weekly) within the assigned geographic territory in order to coach and develop assigned teams. The MVP interacts and meets with existing clients, prospects, consultants and other business and government influencers as required.
- This position will work out of an in-home office
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience
- FINRA licenses required 7, 63, 65 (or 66) and 24
- 10 or more years of industry-related experience at the senior level leading sales teams and programs.
- Strong record of client relationship management experience in the public sector / retirement plan management. Demonstrated results in leading remote sales teams that work with retirement plans from start-ups to state plans.
- Strong record of accomplished sales management, including proven experience at successful financial services business expansion over a multi-state geographic region.
- Strong staff and project management skills, with a proven record of success in leadership, team building, motivating at team and staff management, with experience in managing a field team that is geographically disbursed.
- Excellent presentation and communication skills, with a proven ability to make highly effective client/prospective presentations.
- Excellent investment and retirement plan product knowledge. Experience with public sector retirement plans and the local government decision-making process.
- A track record of strong personal ethics and integrity, and ability to reinforce the organization’s commitment to ethics, diversity, and integrity to both the team and customer base.
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
- Varied incentive plans
- Flexible/Hybrid work schedules
- Wellness programs
- Tuition reimbursement
- Professional and career development courses
- Mentoring programs
- Volunteerism program
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
