Director, Relationship Management – Southern CA (Hybrid)

MissionSquare Retirement; Los Angeles (CA); Hybrid; USD 150,000 - 230,000; Full time

Benefits offered by this job

Flexible/Hybrid work schedules

Wellness programs

Tuition reimbursement

Professional and career development

Job summary

MissionSquare Retirement in Southern California seeks a Relationship Management Director to lead retention and strategic account management for Tier 1 clients within the Revenue & Sales team. You will coordinate with local service teams and home office staff, build relationships with key influencers, and develop strategic plans to meet client goals.

The role requires senior-level communication, negotiation skills, and deep knowledge of deferred compensation and defined contribution plans.

Qualifications

• BA/BS or equivalent experience.
• 10+ years of experience in financial services relationship management.
• Series 7 and 63 licenses; Life, Health & Variable Annuity Licenses.
• Senior-level relationship management experience in deferred compensation and/or defined contribution plans preferred.
• Demonstrated ability to develop relationships at all levels including top mgmt., elected officials and union officials.
• Demonstrated effective negotiation skills.
• Strong communication and presentation skills.
• Ability to learn technical information quickly and convey it clearly.
• Ability to motivate and influence without direct authority.
• Significant knowledge of investment products, especially deferred compensation and defined contribution plans.
• Experience managing a sales force.

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 with local service teams and home office staff.
• Build and broaden client relationships across all key influencers.
• Determine client goals and develop a strategic business plan towards those objectives.
• Lead periodic relationship oversight reporting, including Visual Analytics, Plan Investment and Plan Service Reports.
• Assist clients with adding products and services to fulfill their needs and meet fiduciary responsibilities.
• Regularly support and implement corporate initiatives.
• Ensure long-term client satisfaction and reference ability.
• Identify new business and service/product expansion opportunities.

Skills

Senior-level relationship management

Negotiation skills

Communication & presentation skills

Ability to motivate and influence

Knowledge of investment products

Experience managing a sales force

Learn technical information quickly

Education

BA/BS or equivalent experience

Series 7 and 63 licenses; Life, Health & Variable Annuity Licenses

Tools

Series 7 & 63 licenses

Job description

MissionSquare Retirement in Southern California seeks a Relationship Management Director to lead retention and strategic account management for Tier 1 clients within the Revenue & Sales team. You will coordinate with local service teams and home office staff, build relationships with key influencers, and develop strategic plans to meet client goals.

The role requires senior-level communication, negotiation skills, and deep knowledge of deferred compensation and defined contribution plans.