Hybrid Regional Leader - Customer Success & Growth

MissionSquare; Washington (District of Columbia); Hybrid; USD 164,000 - 263,000; Full time

Benefits offered by this job

Base pay package with 401(k) matching

Flexible & hybrid work schedules

Tuition reimbursement

Professional and career development

Wellness programs

Volunteer initiatives

Job summary

MissionSquare is seeking an executive to lead Relationship Management and Regional Sales, driving client experience, retention, and revenue across a broad territory. You will translate corporate objectives into actionable field strategies and coach leaders to execute with consistency across all teams.

The role emphasizes building a high-performance culture, succession planning, and collaboration with Product, Marketing, Finance, and Operations to deliver integrated solutions and exceptional

Qualifications

• 12+ years in financial services, retirement plans, or related field.
• Experience leading sales and client relationship teams across dispersed regions.
• Proven ability to manage leaders and drive large-scale growth and retention.
• BA/BS required; MBA preferred; FINRA Series 7/63/65 (or 66) and 24 or state licensing as required.

Responsibilities

• Provide leadership across Relationship Management and Regional Sales to align client experience, retention, and sales.
• Develop integrated plans to grow assets, participation, and client satisfaction across the territory.
• Translate objectives into field strategies with accountability across teams.
• Oversee revenue, net flow, retention, and new business goals through coordinated strategies.
• Maintain executive relationships with key clients and stakeholders.

Skills

Financial services leadership

Sales leadership

Relationship management

Strategic planning

Executive communication

Education

BA/BS required

MBA preferred

FINRA Licenses / Insurance licensing

Job description

MissionSquare is seeking an executive to lead Relationship Management and Regional Sales, driving client experience, retention, and revenue across a broad territory. You will translate corporate objectives into actionable field strategies and coach leaders to execute with consistency across all teams.

The role emphasizes building a high-performance culture, succession planning, and collaboration with Product, Marketing, Finance, and Operations to deliver integrated solutions and exceptional