Overview
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.
$126,560.00 - $196,170.00
Responsibilities
Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.
Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.
Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.
Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.
Performs other duties as assigned
Qualifications
Bachelor’s degree required; MBA preferred
5–8 years experience in financial services
FINRA Series 7 and 63 or 65 (preferred)
Expert knowledge of financial products and analytics tools
Strategic thinking, stakeholder management, influence
Ability to navigate complex client dynamics
Advanced product knowledge
Mentorship capabilities
Benefits
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.
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$126,560.00 - $196,170.00
Responsibilities
Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.
Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.
Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.
Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.
Performs other duties as assigned
Qualifications
Bachelor’s degree required; MBA preferred
5–8 years experience in financial services
FINRA Series 7 and 63 or 65 (preferred)
Expert knowledge of financial products and analytics tools
Strategic thinking, stakeholder management, influence
Ability to navigate complex client dynamics
Advanced product knowledge
Mentorship capabilities
Benefits
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.
#J-18808-Ljbffr