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.
$140,000.00 - $140,000.00
Position requires the Relationship Management Director (RM) to assist plan sponsors in managing plan risks and their fiduciary responsibilities by discovering client goals and objectives, proposing new business solutions, and implementing services and products to fulfill the clients’ needs and objectives.
Position requires extensive travel.
Requires residence in Greater Southern California area
Essential Functions For This Role Include
- Deliver proactive account management and direct the overall retention strategy of MissionSquare’s Tier 1 clients.
- Direct the corporate service delivery for assigned cases. Work collaboratively with both the local service team and home office staff to ensure clients’ needs are met including individual meetings with participants and key influencers when possible.
- Build and broaden client relationships across all key influencers.
- Determine client goals and objectives and develop and manage a strategic business plan towards those objectives.
- Lead periodic relationship oversight reporting, including but not limited to delivery of Visual Analytics, Plan Investment and Plan Service Reports.
- Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities.
- Regularly support and implement corporate initiatives.
- Ensure long-term client satisfaction and reference ability.
- Identify new business and service/product expansion opportunities for MissionSquare.
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience.
- 10+ years of experience.
- Senior-level relationship management experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred.
- Sales background is very helpful.
- Prior management experience is a plus.
- Series 7 and 63 licenses
- Life, Health & Variable Annuity Licenses
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement
Click Here To Learn More About MissionSquare’s Benefits.
Equal Employment Opportunity
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.
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
