Senior Relationship Manager

Senior Relationship Manager

MissionSquare, founded in 1972, is dedicated to the retirement needs of public sector employees.
Salary: $126,560.00 - $196,170.00.
Locations: Colorado, Texas, or Missouri.
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.
Perform other duties as assigned.
Qualifications

Bachelor’s degree required; MBA preferred.
5–8 years of experience in financial services.
FINRA Series 7 and 63 or 65 (preferred).
Expert knowledge of financial products and analytics tools.
Strategic thinking, stakeholder management, and 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.
Equal Employment Opportunity

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. 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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