Relationship Management Director (Southern, CA)

MissionSquare Retirement; Los Angeles (CA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) Plan with matching contributions

Flexible/Hybrid work schedules

Wellness programs

Tuition reimbursement

Professional and career development courses

Mentoring programs

Volunteerism program

Job summary

A financial services corporation is seeking a Relationship Management Director in Southern California to manage Tier 1 client relationships. The ideal candidate will have over 10 years of experience, strong negotiation skills, and the ability to develop effective relationships with various stakeholders. This full-time role offers a competitive rewards package, including flexible work schedules and career development opportunities.

Qualifications

• 10 or more years of experience in financial services.
• Series 7 and 63, Life, Health & Variable Annuity Licenses required.
• Senior-level experience managing deferred compensation or defined contribution plan clients.
• Experience with deferred compensation and defined contribution plans preferred.
• Strong negotiation, communication, and presentation skills.

Responsibilities

• Deliver proactive account management for Tier 1 clients.
• Build and broaden client relationships with key influencers.
• Lead reporting and maintain long-term client satisfaction.
• Develop strategic business plans aligned to client goals and fiduciary responsibilities.
• Oversee relationship reporting, analytics, and client satisfaction metrics.
• Identify opportunities to expand products and services within existing plans.
• Support corporate initiatives and drive client reference ability.

Skills

Relationship management

Negotiation skills

Effective communication

Investment product knowledge

Industry knowledge

Team leadership

Education

BA/BS or equivalent experience

Tools

Visual Analytics

Job description

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