MissionSquare Retirement
Relationship Management Director (Southern, CA)
MissionSquare Retirement, Los Angeles, California, United States, 90079
Overview
Relationship Management Director (Southern, CA) — MissionSquare Retirement is seeking a candidate to join its Revenue & Sales team. MissionSquare Retirement is 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.
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 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.
Qualifications
BA/BS or equivalent experience
10 or more years of experience
Series 7 and 63, as well as Life, Health & Variable Annuity Licenses
Senior-level relationship management experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred
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 convey that information 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
Benefits
Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
Varied incentive plans
Flexible/Hybrid work schedules
Wellness programs
Tuition reimbursement
Professional and career development courses
Mentoring programs
Volunteerism program
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
Seniority level Director
Employment type Full-time
Job function Business Development and Sales
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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 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.
Qualifications
BA/BS or equivalent experience
10 or more years of experience
Series 7 and 63, as well as Life, Health & Variable Annuity Licenses
Senior-level relationship management experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred
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 convey that information 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
Benefits
Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
Varied incentive plans
Flexible/Hybrid work schedules
Wellness programs
Tuition reimbursement
Professional and career development courses
Mentoring programs
Volunteerism program
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
Seniority level Director
Employment type Full-time
Job function Business Development and Sales
#J-18808-Ljbffr