Manager, Virtual Relationship Management

Join a great place to work with MissionSquare, a financial services corporation with approximately $75 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 1.3 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.

Responsible for overall relationship and retention of Mission Square’s clients.  Deliver virtual proactive account management by serving as the primary liaison between assigned clients and Mission Square.  Requires the ability to expand and deepen broad plan sponsor relationships (Retirement Boards, senior management, council members or commissioners, any municipal relationship in an authoritative or decision-making role, consultants and other stakeholders), and maintain strong client satisfaction and reference ability.

Essential Functions for this role include:


* Deliver proactive account management and direct the overall retention strategy of Mission Square Retirement’s clients with assets of $10-50 million.


* Direct the 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 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 Mission Square Retirement

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


* BA/BS or equivalent experience.


* 1-3  year’s relationship management or sales experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred. 


* FINRA Series 7 and 63, as well as Life, Health & Variable Annuity Licenses.


* Demonstrated ability to develop effective relationships at all levels, examples include top mgmt., elected officials and union officials


* Demonstrated effective...