Apply on Employer Site

MissionSquare · 18 hours ago

Relationship Management Director

California, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$140K/yr - $140K/yr

10+ years exp

MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Relationship Management Director is responsible for managing relationships and retention of MissionSquare’s largest clients, ensuring client satisfaction and identifying new business opportunities.

Financial ServicesInsuranceRetirement

Responsibilities

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

Qualification

Series 763 licensesLifeHealth & Variable Annuity LicensesSenior-level relationship managementInvestment products knowledgeNegotiation skillsCommunication skillsSales force managementClient satisfaction focusPresentation skillsMotivational skills

Required

BA/BS or equivalent experience

10 or more years of experience

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 negotiation skills

Highly effective communication and presentation skills

Proven ability to learn technical information quickly and the ability to convey that information to others clearly and concisely

The ability to motivate and influence individuals over whom there is no authority, both at the assigned clients and within MissionSquare

Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans

Experience managing a sales force

Preferred

Senior-level relationship management experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred