Relationship Management Director

MissionSquare Retirement; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan

Healthcare Insurance

Tuition Reimbursement

Professional Development Courses

Mentoring Programs

Paid Leave

Job summary

An established industry player seeks a dynamic individual to lead client relationships in Southern California. This role is pivotal in managing Tier 1 clients, ensuring their satisfaction, and expanding service offerings. You'll collaborate with teams to deliver exceptional service and implement strategic business plans tailored to client goals. With a strong focus on relationship management and communication, this opportunity promises professional growth within a supportive environment. If you’re passionate about financial services and eager to make a difference, this position is perfect for you.

Qualifications

• 7+ years in senior-level relationship management in financial services.
• Experience in deferred compensation and defined contribution plans.

Responsibilities

• Manage relationships and retention of Tier 1 clients.
• Develop strategic business plans to meet client objectives.

Skills

Relationship Management

Communication Skills

Sales Skills

Presentation Skills

Investment Knowledge

Motivational Skills

Education

Bachelor's Degree

FINRA Series 7

NASAA Series 63

Job description

Direct message the job poster from MissionSquare Retirement

Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $68 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales Team.

Responsible for overall relationship and retention of MissionSquare Retirement's largest clients. Deliver face-to-face proactive account management by serving as the primary liaison between clients and MissionSquare Retirement. Requires the ability to expand and deepen broad plan sponsor relationships (Retirement Boards, senior management, council members or commissioners, any municipal relationship in an authoritative or decision making role, consultants and other stakeholders), and maintain strong client satisfaction and reference ability.

Position requires RM to assist plan sponsor in managing plan risks and their fiduciary responsibilities by discovering client goals and objectives, proposing new business solutions, and implementing services and products to fulfill the clients’ needs and objectives.

Territory is primarily Southern California with minimal occasional travel into Nevada, Arizona and New Mexico.

Essential functions for this role include:

• Deliver proactive account management and direct the overall retention strategy of MissionSquare Retirement'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 but not limited to 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 Retirement.

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

• 7+ years of Senior-level relationship management experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred. Sales background is very helpful. For this position, prior management experience is a plus.
• Demonstrated ability to develop effective relationships at all levels, examples include top mgmt., elected officials and union officials.
• Highly effective communication and presentation skills.
• Proven ability to learn technical information quickly and the ability to convey that information to others clearly and concisely.
• The ability to motivate and influence individuals over whom there is no authority, both at the assigned clients and within MissionSquare Retirement.
• Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans.
• Experience managing a sales force, preferred.
• FINRA Series 7 & NASAA Series 63.

For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer paid leave, healthcare insurance, tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement, and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Sales, Business Development, and Consulting
• Industries
• Financial Services and Investment Management