Relationship Management Leader (West) (Education)

Join a great place to work with MissionSquare, 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. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.

The Relationship Management Leader will lead a team of Relationship Managers (RMs) that act as the strategic points of contact for their client base in the assigned region. He/she is responsible for ensuring the team drives for excellence in client outcomes and for leading clients on corporate initiatives and industry best practices. The leader must be committed to a coaching culture and inspire teams toward ensuring the total satisfaction of our clients. Travel of up to 75% of the time.

                          *** Must be located on the Western half of the United States***

Essential Functions for this role include:

• Team Leadership and Development: Lead, inspire, coach, train, and develop teams in a highly competitive market, fostering a culture of excellence and continuous improvement.
• Client Experience: Drive exceptional client experiences through proactive action, understanding client needs, and focusing on continuous team improvement.
• Business Growth and Retention: Achieve retention goals and expand the book of business through strategic, creative, and consultative selling approaches.
• Public Speaking and Presentations: Deliver exceptional public speaking performances for finals presentations, conferences, and client meetings, highlighting the company's expertise and value.
• Market Positioning: Firmly position the company's products and services within the marketplace, enhancing brand recognition and competitive advantage.
• Escalation and Problem Resolution: Assist clients and relationship managers with escalations, including plan corrections and resolving operational defects, driving for satisfactory outcomes on behalf of clients.
• Internal Collaboration: Partner with internal shared services teams to effectively support clients and meet all contractual obligations.
• Client Discussions and Compliance: Discuss legal, regulatory, and design issues across client's plans, ensuring compliance and optimal plan design.

• Budget Monitoring and Adherence: Monitor an annual budget for the assigned division and work closely with Finance to ensure adherence.  

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

• BA/BS or equivalent experience.
• 10+ years of experience.

• Series 7, 24 and 63 required.

• Excellent presentation and communication skills, with a proven ability to make highly effective client/prospective client presentations.

• Extensive retirement plan product knowledge.  Experience with public sector/governmental retirement plans is highly desirable.

• Demonstrated ability to develop effective relationships at all levels within MissionSquare and among clients, including senior management, elected officials and union officials.

• Proven ability to develop, lead, and manage a geographically dispersed team.

• Comfortable dealing with both complexity and ambiguity, and able to explore multiple solutions to a problem.

• Ability to drive positive customer experiences through effectively addressing customer needs and resolving issues.

 To benefit your career and support your wellbeing, we offer:

• 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.

 

 

Equal Opportunity Employer
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