Senior Relationship Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

MissionSquare · 6 hours ago

Senior Relationship Manager

positionMissouri, United States
timeFull-time
remoteHybrid
senioritySenior Level
money$127K/yr - $196K/yr
date5+ years exp

MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Senior Relationship Manager leads strategic client engagements, oversees complex reporting and analytics, and mentors junior team members, focusing on delivering high-impact insights and managing high-value relationships.

Financial ServicesInsuranceRetirement

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
Performs other duties as assigned

Qualification

Financial services experienceFinancial products knowledgeVisual AnalyticsFINRA Series 7FINRA Series 63Advanced product knowledgeStakeholder managementStrategic thinkingMentorship capabilities

Required

Bachelor's degree required
5–8 years experience in financial services
Expert knowledge of financial products and analytics tools
Strategic thinking, stakeholder management, influence
Ability to navigate complex client dynamics
Advanced product knowledge
Mentorship capabilities

Preferred

MBA preferred
FINRA Series 7 and 63 or 65 (preferred)

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

Company

MissionSquare

twittertwittertwitter
company-logo
Since its founding in 1972, MissionSquare has remained dedicated to helping individuals and their families build financial security.
dateFounded in 1972
location
Washington, District of Columbia, USA
people-size501-1000 employees
web-link
https://www.missionsq.org

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Andrew Whiting
Chief Sales Officer
linkedin
leader-logo
Lisa Raff
Chief Human Resources Officer
linkedin

Recent News

Business Wire
MissionSquare names Yulia Alekseeva to lead Fixed Income
2026-01-07
Business Wire
MissionSquare evolves customer experience to help meet the growing financial needs of individuals and their families
2025-09-09
Business Wire
MissionSquare announces firm’s largest reduction in fund costs, providing investors with greater long-term investment value
2025-08-07
Company data provided by crunchbase