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MissionSquare · 1 day 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 will assist plan sponsors in managing plan risks and fiduciary responsibilities by discovering client goals, proposing business solutions, and implementing services and products to meet clients' needs.

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

Relationship managementFinancial services experienceSeries 7 licenseSeries 63 licenseLifeHealth & Variable Annuity LicensesSales backgroundManagement experienceStrategic planningClient satisfactionTeam collaboration

Required

BA/BS or equivalent experience

10+ years of experience

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

Sales background is very helpful

Prior management experience is a plus

Series 7 and 63 licenses

Life, Health & Variable Annuity Licenses