Relationship Management Leader (West)

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.

The Relationship Management Leader will lead a team of Relationship Managers (RMs) that act as the strategic points of contact for their client base in the assigned region.

He/she is responsible for ensuring the team drives for excellence in client outcomes and for leading clients on corporate initiatives and industry best practices.

The leader must be committed to a coaching culture and inspire teams toward ensuring the total satisfaction of our clients.

Travel of up to 75% of the time.

                         

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* Must be located in the Western half of the United States

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Essential Functions for this role include:


* Team Leadership and Development: Lead, inspire, coach, train, and develop teams in a highly competitive market, fostering a culture of excellence and continuous improvement.


* Client Experience: Drive exceptional client experiences through proactive action, understanding client needs, and focusing on continuous team improvement.


* Business Growth and Retention: Achieve retention goals and expand the book of business through strategic, creative, and consultative selling approaches.


* Public Speaking and Presentations: Deliver exceptional public speaking performances for finals presentations, conferences, and client meetings, highlighting the company's expertise and value.


* Market Positioning: Firmly position the company’s products and services within the marketplace, enhancing brand recognition and competitive advantage.


* Escalation and Problem Resolution: Assist clients and relationship managers with escalations, including plan corrections and resolving operational defects, driving for satisfactory outcomes on behalf of clients.


* Internal Collaboration: Partner with internal shared services teams to effectively support clients and meet all contractual obligations.


* Client Discussions and Compliance: Discuss legal, regulatory, and design issues across client’s plans, ensuring compliance and optimal plan design.



* Budget Monitoring and Adherence: Monitor an annual budget for the assigned division and work closely with Finance to ensure adherence.  

If you have the following skills, we encourage you to apply:


* BA/BS or equ...